Morgan Stanley
BCAL icon

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
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
+8,263
+77% +$131K ﹤0.01% 5591
2023
Q4 		$187K Buy
10,778
+3,889
+56% +$58.3K ﹤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 $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 $5.7T 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