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Pinnacle Wealth Management Advisory Group’s Southern California Bancorp BCAL Stock Holding History

Pinnacle Wealth Management Advisory Group’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 		$219K Sell
10,495
-5,870
-36% -$112K 0.01% 511
2026
Q1 		$290K Sell
16,365
-1,985
-11% -$36.3K 0.02% 420
2025
Q4 		$343K Buy
+18,350
New +$337K 0.02% 363

Other funds holding BCAL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's BCAL Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its Southern California Bancorp (BCAL) stake by 36% in Q2 2026, selling an estimated $112K and leaving 10,495 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #511.

Pinnacle Wealth Management Advisory Group first reported a position in BCAL in Q4 2025 and has held it in 3 quarters since. The position peaked at $343K in Q4 2025. 147 funds tracked by Wall St. Rank hold BCAL as of Q2 2026.

  • Pinnacle Wealth Management Advisory Group held 10,495 shares of Southern California Bancorp worth $219K as of Q2 2026.
  • Pinnacle Wealth Management Advisory Group sold 5,870 Southern California Bancorp shares in Q2 2026, an estimated $112K.
  • Southern California Bancorp made up 0.01% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #511 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Southern California Bancorp in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Management Advisory Group's Southern California Bancorp position peaked at $343K in Q4 2025.
  • 147 funds tracked by Wall St. Rank held Southern California Bancorp as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.