IFP Advisors
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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
Q3 		$2.46K Hold
115
– – ﹤0.01% 4136
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

Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Rosenthal Henry Capital Advisors
Rosenthal Henry Capital Advisors Mishawaka, Indiana $109M AUM 9.31% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
ELCO Management
ELCO Management New York $213M AUM 25.22% 1-Year Est. Return
PWMAG
Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.71B AUM 23.29% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Woodward Diversified Capital
Woodward Diversified Capital Bakersfield, California $254M AUM 31.53% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

IFP Advisors's BCAL Position: Q3 2026 in Review

IFP Advisors held its Southern California Bancorp (BCAL) position steady in Q3 2026 at 115 shares worth $2.46K. The position accounts for ﹤0.01% of the portfolio, ranked #4136.

IFP Advisors first reported a position in BCAL in Q3 2025 and has held it in 5 quarters since. 27 funds tracked by Wall St. Rank hold BCAL as of Q3 2026.

  • IFP Advisors held 115 shares of Southern California Bancorp worth $2.46K as of Q3 2026.
  • IFP Advisors left its Southern California Bancorp share count unchanged in Q3 2026.
  • Southern California Bancorp made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4136 holding.
  • IFP Advisors first reported a position in Southern California Bancorp in Q3 2025 and has held it in 5 quarters since.
  • 27 funds tracked by Wall St. Rank held Southern California Bancorp as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.