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Lincoln National Corp’s Southern California Bancorp BCAL Stock Holding History

Lincoln National Corp’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
Q2 		– Sell
-40,960
Closed -$611K – 117
2024
Q1 		$611K Hold
40,960
– – 0.01% 677
2023
Q4 		$711K Hold
40,960
– – 0.01% 553
2023
Q3 		$574K Hold
40,960
– – 0.01% 562
2023
Q2 		$562K Buy
+40,960
New +$570K 0.01% 561

Other funds holding BCAL

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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lincoln National Corp's BCAL Position: Q2 2024 in Review

Lincoln National Corp sold out of Southern California Bancorp (BCAL) in Q2 2024, closing a stake of 40,960 shares — an estimated $611K sold.

Lincoln National Corp first reported a position in BCAL in Q2 2023 and held it in 4 quarters. The position peaked at $711K in Q4 2023. 60 funds tracked by Wall St. Rank hold BCAL as of Q2 2024.

  • Lincoln National Corp reported no remaining Southern California Bancorp position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 40,960 Southern California Bancorp shares in Q2 2024, an estimated $611K.
  • Lincoln National Corp first reported a position in Southern California Bancorp in Q2 2023 and held it in 4 quarters.
  • Lincoln National Corp's Southern California Bancorp position peaked at $711K in Q4 2023.
  • 60 funds tracked by Wall St. Rank held Southern California Bancorp as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.