Osaic Holdings
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Osaic Holdings’s Southern California Bancorp BCAL Stock Holding History

Osaic Holdings’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 		$92K Sell
5,192
-40,937
-89% -$749K ﹤0.01% 4748
2025
Q4 		$861K Buy
46,129
+4,332
+10% +$79.6K ﹤0.01% 2842
2025
Q3 		$698K Sell
41,797
-73
-0.2% -$1.2K ﹤0.01% 3128
2025
Q2 		$660K Sell
41,870
-40,050
-49% -$571K ﹤0.01% 2876
2025
Q1 		$1.17M Buy
81,920
+40,528
+98% +$629K ﹤0.01% 2107
2024
Q4 		$685K Sell
41,392
-40
-0.1% -$644 ﹤0.01% 2508
2024
Q3 		$613K Sell
41,432
-212
-0.5% -$3.08K ﹤0.01% 2677
2024
Q2 		$561K Buy
41,644
+41,319
+12,714% +$574K ﹤0.01% 2677
2024
Q1 		$4.84K Hold
325
– – ﹤0.01% 6103
2023
Q4 		$5.64K Hold
325
– – ﹤0.01% 6119
2023
Q3 		$4.55K Hold
325
– – ﹤0.01% 6315
2023
Q2 		$4.46K Buy
+325
New +$4.53K ﹤0.01% 6363

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 $487M AUM 31.85% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Osaic Holdings's BCAL Position: Q1 2026 in Review

Osaic Holdings reduced its Southern California Bancorp (BCAL) stake by 89% in Q1 2026, selling an estimated $749K and leaving 5,192 shares worth $92K. The position accounts for ﹤0.01% of the portfolio, ranked #4748.

Osaic Holdings first reported a position in BCAL in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.17M in Q1 2025. 155 funds tracked by Wall St. Rank hold BCAL as of Q1 2026.

  • Osaic Holdings held 5,192 shares of Southern California Bancorp worth $92K as of Q1 2026.
  • Osaic Holdings sold 40,937 Southern California Bancorp shares in Q1 2026, an estimated $749K.
  • Southern California Bancorp made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #4748 holding.
  • Osaic Holdings first reported a position in Southern California Bancorp in Q2 2023 and has held it in 12 quarters since.
  • Osaic Holdings's Southern California Bancorp position peaked at $1.17M in Q1 2025.
  • 155 funds tracked by Wall St. Rank held Southern California Bancorp as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.