Physician Wealth Advisors
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Physician Wealth Advisors’s Southern California Bancorp BCAL Stock Holding History

Physician Wealth 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
Q3 		$556 Hold
26
– – ﹤0.01% 2174
2026
Q2 		$542 Buy
+26
New +$495 ﹤0.01% 2079
2025
Q2 		– Sell
-44
Closed -$631 – 1827
2025
Q1 		$631 Buy
+44
New +$683 ﹤0.01% 1326

Other funds holding BCAL

Endeavour Capital Advisors
Endeavour Capital Advisors Greenwich, Connecticut $502M AUM 15.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Banc Funds Company
Banc Funds Company Chicago, Illinois $630M AUM 18.94% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Algebris (UK)
Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Siena Capital Partners
Siena Capital Partners Chicago, Illinois $425M AUM 12.18% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Physician Wealth Advisors's BCAL Position: Q3 2026 in Review

Physician Wealth Advisors held its Southern California Bancorp (BCAL) position steady in Q3 2026 at 26 shares worth $556. The position accounts for ﹤0.01% of the portfolio, ranked #2174.

Physician Wealth Advisors first reported a position in BCAL in Q1 2025 and has held it in 3 quarters since. The position peaked at $631 in Q1 2025. 85 funds tracked by Wall St. Rank hold BCAL as of Q3 2026.

  • Physician Wealth Advisors held 26 shares of Southern California Bancorp worth $556 as of Q3 2026.
  • Physician Wealth Advisors left its Southern California Bancorp share count unchanged in Q3 2026.
  • Southern California Bancorp made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #2174 holding.
  • Physician Wealth Advisors first reported a position in Southern California Bancorp in Q1 2025 and has held it in 3 quarters since.
  • Physician Wealth Advisors's Southern California Bancorp position peaked at $631 in Q1 2025.
  • 85 funds tracked by Wall St. Rank held Southern California Bancorp as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.