Morgan Stanley
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Morgan Stanley’s Southern California Bancorp BCAL Stock Holding History

Morgan Stanley’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 		$6.31M Buy
302,926
+32,880
+12% +$626K ﹤0.01% 4069
2026
Q1 		$4.79M Buy
270,046
+44,195
+20% +$809K ﹤0.01% 4174
2025
Q4 		$4.22M Buy
225,851
+121,357
+116% +$2.23M ﹤0.01% 4310
2025
Q3 		$1.74M Buy
104,494
+2,410
+2% +$39.6K ﹤0.01% 4866
2025
Q2 		$1.61M Sell
102,084
-21,382
-17% -$305K ﹤0.01% 4842
2025
Q1 		$1.77M Sell
123,466
-17,116
-12% -$266K ﹤0.01% 4683
2024
Q4 		$2.33M Buy
140,582
+4,346
+3% +$69.9K ﹤0.01% 4597
2024
Q3 		$2.01M Buy
136,236
+103,059
+311% +$1.5M ﹤0.01% 4643
2024
Q2 		$447K Buy
33,177
+14,136
+74% +$196K ﹤0.01% 5338
2024
Q1 		$284K Buy
19,041
+13,652
+253% +$216K ﹤0.01% 5591
2023
Q4 		$93.5K Sell
5,389
-1,500
-22% -$22.5K ﹤0.01% 5972
2023
Q3 		$96.5K Hold
6,889
– – ﹤0.01% 5909
2023
Q2 		$94.5K Buy
+6,889
New +$95.9K ﹤0.01% 5977

Other funds holding BCAL

Wellington Management Group
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley's BCAL Position: Q2 2026 in Review

Morgan Stanley increased its Southern California Bancorp (BCAL) stake by 12% in Q2 2026, buying an estimated $626K and bringing the position to 302,926 shares worth $6.31M. The position accounts for ﹤0.01% of the portfolio, ranked #4069.

Morgan Stanley first reported a position in BCAL in Q2 2023 and has held it in 13 quarters since. 147 funds tracked by Wall St. Rank hold BCAL as of Q2 2026.

  • Morgan Stanley held 302,926 shares of Southern California Bancorp worth $6.31M as of Q2 2026.
  • Morgan Stanley bought 32,880 Southern California Bancorp shares in Q2 2026, an estimated $626K.
  • Southern California Bancorp made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #4069 holding.
  • Morgan Stanley first reported a position in Southern California Bancorp in Q2 2023 and has held it in 13 quarters since.
  • 147 funds tracked by Wall St. Rank held Southern California Bancorp as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.