PWMG
BCAL icon

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

Private Wealth Management 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
2025
Q1 		– Sell
-74
Closed -$1.22K – 1496
2024
Q4 		$1.22K Sell
74
-6
-8% -$97 ﹤0.01% 1241
2024
Q3 		$1.18K Hold
80
– – ﹤0.01% 1228
2024
Q2 		$1.08K Buy
+80
New +$1.11K ﹤0.01% 1258

Other funds holding BCAL

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
FL
Fourthstone LLC St Louis, Missouri $140M AUM 42.62% 1-Year Est. Return
CCCPV
Castle Creek Capital Partners VI San Diego, California $55.9M AUM 7.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 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

Private Wealth Management Group's BCAL Position: Q1 2025 in Review

Private Wealth Management Group sold out of Southern California Bancorp (BCAL) in Q1 2025, closing a stake of 74 shares — an estimated $1.22K sold.

Private Wealth Management Group first reported a position in BCAL in Q2 2024 and held it in 3 quarters. The position peaked at $1.22K in Q4 2024. 104 funds tracked by Wall St. Rank hold BCAL as of Q1 2025.

  • Private Wealth Management Group reported no remaining Southern California Bancorp position as of Q1 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 74 Southern California Bancorp shares in Q1 2025, an estimated $1.22K.
  • Private Wealth Management Group first reported a position in Southern California Bancorp in Q2 2024 and held it in 3 quarters.
  • Private Wealth Management Group's Southern California Bancorp position peaked at $1.22K in Q4 2024.
  • 104 funds tracked by Wall St. Rank held Southern California Bancorp as of Q1 2025.

Based on Private Wealth Management Group's 13F filing for Q1 2025, filed 2 May 2025.