Geode Capital Management
BCAL icon

Geode Capital Management’s Southern California Bancorp BCAL Stock Holding History

Geode Capital Management’s Portfolio BCAL Stock Details BCAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.2M Buy
631,917
+76,111
+14% +$1.45M ﹤0.01% 2393
2026
Q1 		$9.85M Buy
555,806
+14,427
+3% +$264K ﹤0.01% 2390
2025
Q4 		$10.1M Sell
541,379
-4,043
-0.7% -$74.3K ﹤0.01% 2408
2025
Q3 		$9.1M Sell
545,422
-4,146
-0.8% -$68.1K ﹤0.01% 2460
2025
Q2 		$8.66M Sell
549,568
-3,321
-0.6% -$47.3K ﹤0.01% 2450
2025
Q1 		$7.93M Buy
552,889
+12,895
+2% +$200K ﹤0.01% 2428
2024
Q4 		$8.93M Sell
539,994
-2,153
-0.4% -$34.6K ﹤0.01% 2445
2024
Q3 		$8.02M Buy
542,147
+278,874
+106% +$4.06M ﹤0.01% 2500
2024
Q2 		$3.55M Buy
263,273
+132,535
+101% +$1.84M ﹤0.01% 2910
2024
Q1 		$1.95M Buy
130,738
+4,498
+4% +$71.1K ﹤0.01% 3119
2023
Q4 		$2.19M Buy
126,240
+66,739
+112% +$1M ﹤0.01% 3064
2023
Q3 		$834K Buy
+59,501
New +$875K ﹤0.01% 3402

Other funds holding BCAL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management's BCAL Position: Q2 2026 in Review

Geode Capital Management increased its Southern California Bancorp (BCAL) stake by 14% in Q2 2026, buying an estimated $1.45M and bringing the position to 631,917 shares worth $13.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2393.

Geode Capital Management first reported a position in BCAL in Q3 2023 and has held it in 12 quarters since. 146 funds tracked by Wall St. Rank hold BCAL as of Q2 2026.

  • Geode Capital Management held 631,917 shares of Southern California Bancorp worth $13.2M as of Q2 2026.
  • Geode Capital Management bought 76,111 Southern California Bancorp shares in Q2 2026, an estimated $1.45M.
  • Southern California Bancorp made up ﹤0.01% of Geode Capital Management's portfolio in Q2 2026, its #2393 holding.
  • Geode Capital Management first reported a position in Southern California Bancorp in Q3 2023 and has held it in 12 quarters since.
  • 146 funds tracked by Wall St. Rank held Southern California Bancorp as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.