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
Q2 		$621K Buy
29,813
+7,482
+34% +$142K ﹤0.01% 3158
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 $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

Invesco's BCAL Position: Q2 2026 in Review

Invesco increased its Southern California Bancorp (BCAL) stake by 34% in Q2 2026, buying an estimated $142K and bringing the position to 29,813 shares worth $621K. The position accounts for ﹤0.01% of the portfolio, ranked #3158.

Invesco first reported a position in BCAL in Q2 2024 and has held it in 5 quarters since. 147 funds tracked by Wall St. Rank hold BCAL as of Q2 2026.

  • Invesco held 29,813 shares of Southern California Bancorp worth $621K as of Q2 2026.
  • Invesco bought 7,482 Southern California Bancorp shares in Q2 2026, an estimated $142K.
  • Southern California Bancorp made up ﹤0.01% of Invesco's portfolio in Q2 2026, its #3158 holding.
  • Invesco first reported a position in Southern California Bancorp in Q2 2024 and has held it in 5 quarters since.
  • 147 funds tracked by Wall St. Rank held Southern California Bancorp as of Q2 2026.

Based on Invesco's 13F filing for Q2 2026, filed 14 Aug 2026.