Invesco
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Invesco’s Southern California Bancorp BCAL Stock Holding History

Invesco’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
Q1 		$396K Buy
22,331
+6,177
+38% +$113K ﹤0.01% 3246
2025
Q4 		$302K Buy
16,154
+680
+4% +$12.5K ﹤0.01% 3381
2025
Q3 		$258K Buy
+15,474
New +$254K ﹤0.01% 3477
2024
Q3 		– Sell
-22,054
Closed -$297K – 3762
2024
Q2 		$297K Buy
+22,054
New +$306K ﹤0.01% 3511

Other funds holding BCAL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco's BCAL Position: Q1 2026 in Review

Invesco increased its Southern California Bancorp (BCAL) stake by 38% in Q1 2026, buying an estimated $113K and bringing the position to 22,331 shares worth $396K. The position accounts for ﹤0.01% of the portfolio, ranked #3246.

Invesco first reported a position in BCAL in Q2 2024 and has held it in 4 quarters since. 154 funds tracked by Wall St. Rank hold BCAL as of Q1 2026.

  • Invesco held 22,331 shares of Southern California Bancorp worth $396K as of Q1 2026.
  • Invesco bought 6,177 Southern California Bancorp shares in Q1 2026, an estimated $113K.
  • Southern California Bancorp made up ﹤0.01% of Invesco's portfolio in Q1 2026, its #3246 holding.
  • Invesco first reported a position in Southern California Bancorp in Q2 2024 and has held it in 4 quarters since.
  • 154 funds tracked by Wall St. Rank held Southern California Bancorp as of Q1 2026.

Based on Invesco's 13F filing for Q1 2026, filed 12 May 2026.