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Monograph Wealth Advisors’s Southern California Bancorp BCAL Stock Holding History

Monograph Wealth Advisors’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 		$499K Hold
28,000
– – 0.05% 93
2025
Q4 		$526K Hold
28,000
– – 0.05% 82
2025
Q3 		$467K Buy
+28,000
New +$460K 0.05% 96

Other funds holding BCAL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
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
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Monograph Wealth Advisors's BCAL Position: Q1 2026 in Review

Monograph Wealth Advisors held its Southern California Bancorp (BCAL) position steady in Q1 2026 at 28,000 shares worth $499K. The position accounts for 0.05% of the portfolio, ranked #93.

Monograph Wealth Advisors first reported a position in BCAL in Q3 2025 and has held it in 3 quarters since. The position peaked at $526K in Q4 2025. 155 funds tracked by Wall St. Rank hold BCAL as of Q1 2026.

  • Monograph Wealth Advisors held 28,000 shares of Southern California Bancorp worth $499K as of Q1 2026.
  • Monograph Wealth Advisors left its Southern California Bancorp share count unchanged in Q1 2026.
  • Southern California Bancorp made up 0.05% of Monograph Wealth Advisors's portfolio in Q1 2026, its #93 holding.
  • Monograph Wealth Advisors first reported a position in Southern California Bancorp in Q3 2025 and has held it in 3 quarters since.
  • Monograph Wealth Advisors's Southern California Bancorp position peaked at $526K in Q4 2025.
  • 155 funds tracked by Wall St. Rank held Southern California Bancorp as of Q1 2026.

Based on Monograph Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.