Keystone Wealth Services’s Southern California Bancorp BCAL Stock Holding History

Keystone Wealth 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
2026 Q2	$580K	Hold	27,824	–	–	0.11%	189
2026 Q1	$493K	Hold	27,824	–	–	0.11%	193
2025 Q4	$519K	Hold	27,824	–	–	0.11%	144
2025 Q3	$464K	Hold	27,824	–	–	0.1%	193
2025 Q2	$439K	Hold	27,824	–	–	0.11%	186
2025 Q1	$399K	Hold	27,824	–	–	0.11%	176
2024 Q4	$460K	Sell	27,824 -13,913	-33%	-$224K	0.12%	157
2024 Q3	$617K	Buy	+41,737	New	+$607K	0.17%	121

Other funds holding BCAL

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 New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

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) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Keystone Wealth Services's BCAL Position: Q2 2026 in Review

Keystone Wealth Services held its Southern California Bancorp (BCAL) position steady in Q2 2026 at 27,824 shares worth $580K. The position accounts for 0.11% of the portfolio, ranked #189.

Keystone Wealth Services first reported a position in BCAL in Q3 2024 and has held it in 8 quarters since. The position peaked at $617K in Q3 2024. 147 funds tracked by Wall St. Rank hold BCAL as of Q2 2026.

Keystone Wealth Services held 27,824 shares of Southern California Bancorp worth $580K as of Q2 2026.
Keystone Wealth Services left its Southern California Bancorp share count unchanged in Q2 2026.
Southern California Bancorp made up 0.11% of Keystone Wealth Services's portfolio in Q2 2026, its #189 holding.
Keystone Wealth Services first reported a position in Southern California Bancorp in Q3 2024 and has held it in 8 quarters since.
Keystone Wealth Services's Southern California Bancorp position peaked at $617K in Q3 2024.
147 funds tracked by Wall St. Rank held Southern California Bancorp as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.