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Larson Financial Group’s Southern California Bancorp BCAL Stock Holding History

Larson Financial Group’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
2025
Q2 		– Sell
-793
Closed -$11.4K – 3293
2025
Q1 		$11.4K Sell
793
-41
-5% -$636 ﹤0.01% 1585
2024
Q4 		$13.8K Buy
+834
New +$13.4K ﹤0.01% 1366

Other funds holding BCAL

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
CCCPV
Castle Creek Capital Partners VI San Diego, California $55.9M AUM 7.91% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Larson Financial Group's BCAL Position: Q2 2025 in Review

Larson Financial Group sold out of Southern California Bancorp (BCAL) in Q2 2025, closing a stake of 793 shares — an estimated $11.4K sold.

Larson Financial Group first reported a position in BCAL in Q4 2024 and held it in 2 quarters. The position peaked at $13.8K in Q4 2024. 110 funds tracked by Wall St. Rank hold BCAL as of Q2 2025.

  • Larson Financial Group reported no remaining Southern California Bancorp position as of Q2 2025 after selling out during the quarter.
  • Larson Financial Group sold 793 Southern California Bancorp shares in Q2 2025, an estimated $11.4K.
  • Larson Financial Group first reported a position in Southern California Bancorp in Q4 2024 and held it in 2 quarters.
  • Larson Financial Group's Southern California Bancorp position peaked at $13.8K in Q4 2024.
  • 110 funds tracked by Wall St. Rank held Southern California Bancorp as of Q2 2025.

Based on Larson Financial Group's 13F filing for Q2 2025, filed 8 Aug 2025.