Perigon Wealth Management’s Southern California Bancorp BCAL Stock Holding History

Perigon Wealth Management’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	$258K	Hold	12,399	–	–	﹤0.01%	1204
2026 Q1	$220K	Sell	12,399 -42	-0.3%	-$769	﹤0.01%	1173
2025 Q4	$232K	Hold	12,441	–	–	﹤0.01%	1150
2025 Q3	$208K	Buy	12,441 +42	+0.3%	+$690	﹤0.01%	1149
2025 Q2	$195K	Hold	12,399	–	–	﹤0.01%	1014
2025 Q1	$178K	Hold	12,399	–	–	﹤0.01%	980
2024 Q4	$187K	Hold	12,399	–	–	﹤0.01%	991
2024 Q3	$183K	Buy	+12,399	New	+$180K	﹤0.01%	949

Other funds holding BCAL

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 New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

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) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Perigon Wealth Management's BCAL Position: Q2 2026 in Review

Perigon Wealth Management held its Southern California Bancorp (BCAL) position steady in Q2 2026 at 12,399 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #1204.

Perigon Wealth Management first reported a position in BCAL in Q3 2024 and has held it in 8 quarters since. 147 funds tracked by Wall St. Rank hold BCAL as of Q2 2026.

Perigon Wealth Management held 12,399 shares of Southern California Bancorp worth $258K as of Q2 2026.
Perigon Wealth Management left its Southern California Bancorp share count unchanged in Q2 2026.
Southern California Bancorp made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1204 holding.
Perigon Wealth Management first reported a position in Southern California Bancorp in Q3 2024 and has held it in 8 quarters since.
147 funds tracked by Wall St. Rank held Southern California Bancorp as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.