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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
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

HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 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
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Physician Wealth Advisors's BCAL Position: Q2 2026 in Review

Physician Wealth Advisors opened a new position in Southern California Bancorp (BCAL) in Q2 2026: 26 shares worth $542. The stake represents ﹤0.01% of the portfolio and ranks #2079 among its holdings. This is a return to the name: Physician Wealth Advisors previously reported a position in BCAL as recently as Q1 2025.

Physician Wealth Advisors first reported a position in BCAL in Q1 2025 and has held it in 2 quarters since. The position peaked at $631 in Q1 2025. 15 funds tracked by Wall St. Rank hold BCAL as of Q2 2026.

  • Physician Wealth Advisors held 26 shares of Southern California Bancorp worth $542 as of Q2 2026.
  • Southern California Bancorp was a new Physician Wealth Advisors position in Q2 2026.
  • Southern California Bancorp made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2079 holding.
  • Physician Wealth Advisors first reported a position in Southern California Bancorp in Q1 2025 and has held it in 2 quarters since.
  • Physician Wealth Advisors's Southern California Bancorp position peaked at $631 in Q1 2025.
  • 15 funds tracked by Wall St. Rank held Southern California Bancorp as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.