IA
BCAL icon

IFP Advisors’s Southern California Bancorp BCAL Stock Holding History

IFP Advisors’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 		$2.4K Buy
115
+69
+150% +$1.31K ﹤0.01% 4157
2026
Q1 		$815 Buy
46
+1
+2% +$18 ﹤0.01% 4280
2025
Q4 		$840 Sell
45
-15
-25% -$276 ﹤0.01% 4124
2025
Q3 		$1K Buy
+60
New +$985 ﹤0.01% 3967
2025
Q2 		– Hold
0
– – – 4184

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

IFP Advisors's BCAL Position: Q2 2026 in Review

IFP Advisors increased its Southern California Bancorp (BCAL) stake by 150% in Q2 2026, buying an estimated $1.31K and bringing the position to 115 shares worth $2.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4157.

IFP Advisors first reported a position in BCAL in Q3 2025 and has held it in 4 quarters since. 146 funds tracked by Wall St. Rank hold BCAL as of Q2 2026.

  • IFP Advisors held 115 shares of Southern California Bancorp worth $2.4K as of Q2 2026.
  • IFP Advisors bought 69 Southern California Bancorp shares in Q2 2026, an estimated $1.31K.
  • Southern California Bancorp made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4157 holding.
  • IFP Advisors first reported a position in Southern California Bancorp in Q3 2025 and has held it in 4 quarters since.
  • 146 funds tracked by Wall St. Rank held Southern California Bancorp as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.