Pinnacle Associates’s Southern California Bancorp BCAL Stock Holding History

Pinnacle Associates’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	$1.58M	Buy	74,204 +22,761	+44%	+$486K	0.02%	456
2026 Q2	$1.07M	Buy	51,443 +1,430	+3%	+$27.2K	0.01%	520
2026 Q1	$886K	Buy	50,013 +8,511	+21%	+$156K	0.01%	537
2025 Q4	$775K	Hold	41,502	–	–	0.01%	568
2025 Q3	$692K	Sell	41,502 -8,072	-16%	-$133K	0.01%	576
2025 Q2	$781K	Buy	+49,574	New	+$707K	0.01%	550

Other funds holding BCAL

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Rosenthal Henry Capital Advisors Mishawaka, Indiana $109M AUM 9.31% 1-Year Est. Return

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

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Keystone Wealth Services Palm Desert, California $560M AUM 27.7% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Pinnacle Associates's BCAL Position: Q3 2026 in Review

Pinnacle Associates increased its Southern California Bancorp (BCAL) stake by 44% in Q3 2026, buying an estimated $486K and bringing the position to 74,204 shares worth $1.58M. The position accounts for 0.02% of the portfolio, ranked #456.

Pinnacle Associates first reported a position in BCAL in Q2 2025 and has held it in 6 quarters since. 39 funds tracked by Wall St. Rank hold BCAL as of Q3 2026.

Pinnacle Associates held 74,204 shares of Southern California Bancorp worth $1.58M as of Q3 2026.
Pinnacle Associates bought 22,761 Southern California Bancorp shares in Q3 2026, an estimated $486K.
Southern California Bancorp made up 0.02% of Pinnacle Associates's portfolio in Q3 2026, its #456 holding.
Pinnacle Associates first reported a position in Southern California Bancorp in Q2 2025 and has held it in 6 quarters since.
39 funds tracked by Wall St. Rank held Southern California Bancorp as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.