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PFG Advisors’s Southern California Bancorp BCAL Stock Holding History

PFG 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 		$1.13M Hold
54,450
– – 0.06% 353
2026
Q1 		$965K Hold
54,450
– – 0.05% 389
2025
Q4 		$1.02M Sell
54,450
-135
-0.2% -$2.48K 0.05% 376
2025
Q3 		$910K Hold
54,585
– – 0.04% 420
2025
Q2 		$860K Buy
54,585
+1,635
+3% +$23.3K 0.04% 322
2025
Q1 		$759K Hold
52,950
– – 0.04% 381
2024
Q4 		$876K Hold
52,950
– – 0.05% 344
2024
Q3 		$783K Hold
52,950
– – 0.05% 347
2024
Q2 		$713K Hold
52,950
– – 0.05% 353
2024
Q1 		$789K Hold
52,950
– – 0.06% 318
2023
Q4 		$919K Hold
52,950
– – 0.07% 282
2023
Q3 		$742K Hold
52,950
– – 0.07% 294
2023
Q2 		$726K Buy
+52,950
New +$737K 0.06% 345

Other funds holding BCAL

HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
NL
Navalign LLC Encino, California $429M AUM 18.12% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
WDC
Woodward Diversified Capital Bakersfield, California $227M AUM 40.62% 1-Year Est. Return
SCM
Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

PFG Advisors's BCAL Position: Q2 2026 in Review

PFG Advisors held its Southern California Bancorp (BCAL) position steady in Q2 2026 at 54,450 shares worth $1.13M. The position accounts for 0.06% of the portfolio, ranked #353.

PFG Advisors first reported a position in BCAL in Q2 2023 and has held it in 13 quarters since. 22 funds tracked by Wall St. Rank hold BCAL as of Q2 2026.

  • PFG Advisors held 54,450 shares of Southern California Bancorp worth $1.13M as of Q2 2026.
  • PFG Advisors left its Southern California Bancorp share count unchanged in Q2 2026.
  • Southern California Bancorp made up 0.06% of PFG Advisors's portfolio in Q2 2026, its #353 holding.
  • PFG Advisors first reported a position in Southern California Bancorp in Q2 2023 and has held it in 13 quarters since.
  • 22 funds tracked by Wall St. Rank held Southern California Bancorp as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.