Marshall Wace’s Southern California Bancorp BCAL Stock Holding History

Marshall Wace’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	$529K	Buy	+25,369	New	+$483K	﹤0.01%	2494
2026 Q1	–	Sell	-219,196	Closed	-$4.09M	–	3195
2025 Q4	$4.09M	Buy	219,196 +116,109	+113%	+$2.13M	﹤0.01%	1248
2025 Q3	$1.72M	Buy	103,087 +14,279	+16%	+$235K	﹤0.01%	1689
2025 Q2	$1.4M	Buy	88,808 +66,931	+306%	+$954K	﹤0.01%	1709
2025 Q1	$313K	Buy	+21,877	New	+$340K	﹤0.01%	2251
2024 Q2	–	Sell	-54,666	Closed	-$815K	–	2552
2024 Q1	$815K	Buy	+54,666	New	+$864K	﹤0.01%	1732

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

Marshall Wace's BCAL Position: Q2 2026 in Review

Marshall Wace opened a new position in Southern California Bancorp (BCAL) in Q2 2026: 25,369 shares worth $529K. The stake represents ﹤0.01% of the portfolio and ranks #2494 among its holdings. This is a return to the name: Marshall Wace previously reported a position in BCAL as recently as Q4 2025.

Marshall Wace first reported a position in BCAL in Q1 2024 and has held it in 6 quarters since. The position peaked at $4.09M in Q4 2025. 147 funds tracked by Wall St. Rank hold BCAL as of Q2 2026.

Marshall Wace held 25,369 shares of Southern California Bancorp worth $529K as of Q2 2026.
Southern California Bancorp was a new Marshall Wace position in Q2 2026.
Southern California Bancorp made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #2494 holding.
Marshall Wace first reported a position in Southern California Bancorp in Q1 2024 and has held it in 6 quarters since.
Marshall Wace's Southern California Bancorp position peaked at $4.09M in Q4 2025.
147 funds tracked by Wall St. Rank held Southern California Bancorp as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.