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MB, Levis & Associates’s Southern California Bancorp BCAL Stock Holding History

MB, Levis & Associates’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
-100
Closed -$1.87K – 237
2025
Q4 		$1.87K Buy
+100
New +$1.84K ﹤0.01% 224

Other funds holding BCAL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MB, Levis & Associates's BCAL Position: Q1 2026 in Review

MB, Levis & Associates sold out of Southern California Bancorp (BCAL) in Q1 2026, closing a stake of 100 shares — an estimated $1.87K sold.

MB, Levis & Associates first reported a position in BCAL in Q4 2025 and held it in 1 quarter. The position peaked at $1.87K in Q4 2025. 155 funds tracked by Wall St. Rank hold BCAL as of Q1 2026.

  • MB, Levis & Associates reported no remaining Southern California Bancorp position as of Q1 2026 after selling out during the quarter.
  • MB, Levis & Associates sold 100 Southern California Bancorp shares in Q1 2026, an estimated $1.87K.
  • MB, Levis & Associates first reported a position in Southern California Bancorp in Q4 2025 and held it in 1 quarter.
  • MB, Levis & Associates's Southern California Bancorp position peaked at $1.87K in Q4 2025.
  • 155 funds tracked by Wall St. Rank held Southern California Bancorp as of Q1 2026.

Based on MB, Levis & Associates's 13F filing for Q1 2026, filed 8 Apr 2026.