Nisa Investment Advisors
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Nisa Investment Advisors’s Southern California Bancorp BCAL Stock Holding History

Nisa Investment 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
Q2 		$356 Buy
17
+1
+6% +$19 ﹤0.01% 2987
2026
Q1 		$285 Hold
16
– – ﹤0.01% 2938
2025
Q4 		$300 Hold
16
– – ﹤0.01% 2881
2025
Q3 		$267 Hold
16
– – ﹤0.01% 2929
2025
Q2 		$252 Buy
+16
New +$228 ﹤0.01% 2961
2024
Q3 		– Sell
-700
Closed -$9.43K – 2968
2024
Q2 		$9.43K Buy
+700
New +$9.72K ﹤0.01% 2171

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

Nisa Investment Advisors's BCAL Position: Q2 2026 in Review

Nisa Investment Advisors increased its Southern California Bancorp (BCAL) stake by 6.3% in Q2 2026, buying an estimated $19 and bringing the position to 17 shares worth $356. The position accounts for ﹤0.01% of the portfolio, ranked #2987.

Nisa Investment Advisors first reported a position in BCAL in Q2 2024 and has held it in 6 quarters since. The position peaked at $9.43K in Q2 2024. 146 funds tracked by Wall St. Rank hold BCAL as of Q2 2026.

  • Nisa Investment Advisors held 17 shares of Southern California Bancorp worth $356 as of Q2 2026.
  • Nisa Investment Advisors bought 1 Southern California Bancorp share in Q2 2026, an estimated $19.
  • Southern California Bancorp made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #2987 holding.
  • Nisa Investment Advisors first reported a position in Southern California Bancorp in Q2 2024 and has held it in 6 quarters since.
  • Nisa Investment Advisors's Southern California Bancorp position peaked at $9.43K in Q2 2024.
  • 146 funds tracked by Wall St. Rank held Southern California Bancorp as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.