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Integrated Wealth Concepts’s Southern California Bancorp BCAL Stock Holding History

Integrated Wealth Concepts’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 		$51.1K Buy
+2,450
New +$46.7K ﹤0.01% 3348

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

Integrated Wealth Concepts's BCAL Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Southern California Bancorp (BCAL) in Q2 2026: 2,450 shares worth $51.1K. The stake represents ﹤0.01% of the portfolio and ranks #3348 among its holdings.

146 funds tracked by Wall St. Rank hold BCAL as of Q2 2026.

  • Integrated Wealth Concepts held 2,450 shares of Southern California Bancorp worth $51.1K as of Q2 2026.
  • Southern California Bancorp was a new Integrated Wealth Concepts position in Q2 2026.
  • Southern California Bancorp made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3348 holding.
  • 146 funds tracked by Wall St. Rank held Southern California Bancorp as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.