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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
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

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pinnacle Associates's BCAL Position: Q1 2026 in Review

Pinnacle Associates increased its Southern California Bancorp (BCAL) stake by 21% in Q1 2026, buying an estimated $156K and bringing the position to 50,013 shares worth $886K. The position accounts for 0.01% of the portfolio, ranked #537.

Pinnacle Associates first reported a position in BCAL in Q2 2025 and has held it in 4 quarters since. 155 funds tracked by Wall St. Rank hold BCAL as of Q1 2026.

  • Pinnacle Associates held 50,013 shares of Southern California Bancorp worth $886K as of Q1 2026.
  • Pinnacle Associates bought 8,511 Southern California Bancorp shares in Q1 2026, an estimated $156K.
  • Southern California Bancorp made up 0.01% of Pinnacle Associates's portfolio in Q1 2026, its #537 holding.
  • Pinnacle Associates first reported a position in Southern California Bancorp in Q2 2025 and has held it in 4 quarters since.
  • 155 funds tracked by Wall St. Rank held Southern California Bancorp as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.