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 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 $535B AUM 26.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Marshall Wace's BCAL Position: Q1 2026 in Review

Marshall Wace sold out of Southern California Bancorp (BCAL) in Q1 2026, closing a stake of 219,196 shares — an estimated $4.09M sold.

Marshall Wace first reported a position in BCAL in Q1 2024 and held it in 5 quarters. The position peaked at $4.09M in Q4 2025. 154 funds tracked by Wall St. Rank hold BCAL as of Q1 2026.

Marshall Wace reported no remaining Southern California Bancorp position as of Q1 2026 after selling out during the quarter.
Marshall Wace sold 219,196 Southern California Bancorp shares in Q1 2026, an estimated $4.09M.
Marshall Wace first reported a position in Southern California Bancorp in Q1 2024 and held it in 5 quarters.
Marshall Wace's Southern California Bancorp position peaked at $4.09M in Q4 2025.
154 funds tracked by Wall St. Rank held Southern California Bancorp as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.