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Kestra Advisory Services’s Southern California Bancorp BCAL Stock Holding History

Kestra Advisory Services’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
2024
Q1 		– Sell
-10,417
Closed -$181K – 2457
2023
Q4 		$181K Buy
+10,417
New +$156K ﹤0.01% 2127

Other funds holding BCAL

CCCPV
Castle Creek Capital Partners VI San Diego, California $55.9M AUM 7.91% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return

Kestra Advisory Services's BCAL Position: Q1 2024 in Review

Kestra Advisory Services sold out of Southern California Bancorp (BCAL) in Q1 2024, closing a stake of 10,417 shares — an estimated $181K sold.

Kestra Advisory Services first reported a position in BCAL in Q4 2023 and held it in 1 quarter. The position peaked at $181K in Q4 2023. 49 funds tracked by Wall St. Rank hold BCAL as of Q1 2024.

  • Kestra Advisory Services reported no remaining Southern California Bancorp position as of Q1 2024 after selling out during the quarter.
  • Kestra Advisory Services sold 10,417 Southern California Bancorp shares in Q1 2024, an estimated $181K.
  • Kestra Advisory Services first reported a position in Southern California Bancorp in Q4 2023 and held it in 1 quarter.
  • Kestra Advisory Services's Southern California Bancorp position peaked at $181K in Q4 2023.
  • 49 funds tracked by Wall St. Rank held Southern California Bancorp as of Q1 2024.

Based on Kestra Advisory Services's 13F filing for Q1 2024, filed 15 May 2024.