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 Q3	$265K	Buy	12,429 +30	+0.2%	+$641	﹤0.01%	1221
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

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

ELCO Management New York $213M AUM 25.22% 1-Year Est. Return

PWMAG

Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.71B AUM 23.29% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Woodward Diversified Capital Bakersfield, California $254M AUM 31.53% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Perigon Wealth Management's BCAL Position: Q3 2026 in Review

Perigon Wealth Management increased its Southern California Bancorp (BCAL) stake by 0.24% in Q3 2026, buying an estimated $641 and bringing the position to 12,429 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #1221.

Perigon Wealth Management first reported a position in BCAL in Q3 2024 and has held it in 9 quarters since. 22 funds tracked by Wall St. Rank hold BCAL as of Q3 2026.

Perigon Wealth Management held 12,429 shares of Southern California Bancorp worth $265K as of Q3 2026.
Perigon Wealth Management bought 30 Southern California Bancorp shares in Q3 2026, an estimated $641.
Southern California Bancorp made up ﹤0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1221 holding.
Perigon Wealth Management first reported a position in Southern California Bancorp in Q3 2024 and has held it in 9 quarters since.
22 funds tracked by Wall St. Rank held Southern California Bancorp as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.