Rafferty Asset Management
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Rafferty Asset Management’s Southern California Bancorp BCAL Stock Holding History

Rafferty Asset Management’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 		$311K Sell
14,940
-9,566
-39% -$182K ﹤0.01% 1003
2026
Q1 		$434K Buy
+24,506
New +$449K ﹤0.01% 910

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

Rafferty Asset Management's BCAL Position: Q2 2026 in Review

Rafferty Asset Management reduced its Southern California Bancorp (BCAL) stake by 39% in Q2 2026, selling an estimated $182K and leaving 14,940 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #1003.

Rafferty Asset Management first reported a position in BCAL in Q1 2026 and has held it in 2 quarters since. The position peaked at $434K in Q1 2026. 147 funds tracked by Wall St. Rank hold BCAL as of Q2 2026.

  • Rafferty Asset Management held 14,940 shares of Southern California Bancorp worth $311K as of Q2 2026.
  • Rafferty Asset Management sold 9,566 Southern California Bancorp shares in Q2 2026, an estimated $182K.
  • Southern California Bancorp made up ﹤0.01% of Rafferty Asset Management's portfolio in Q2 2026, its #1003 holding.
  • Rafferty Asset Management first reported a position in Southern California Bancorp in Q1 2026 and has held it in 2 quarters since.
  • Rafferty Asset Management's Southern California Bancorp position peaked at $434K in Q1 2026.
  • 147 funds tracked by Wall St. Rank held Southern California Bancorp as of Q2 2026.

Based on Rafferty Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.