Robertson Stephens Wealth Management’s Southern California Bancorp BCAL Stock Holding History

Robertson Stephens Wealth 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	$1.12M	Hold	53,579	–	–	0.03%	297
2026 Q1	$955K	Hold	53,579	–	–	0.03%	310
2025 Q4	$1.01M	Hold	53,579	–	–	0.03%	304
2025 Q3	$894K	Hold	53,579	–	–	0.03%	269
2025 Q2	$844K	Hold	53,579	–	–	0.03%	286
2025 Q1	$768K	Hold	53,579	–	–	0.03%	299
2024 Q4	$886K	Hold	53,579	–	–	0.03%	268
2024 Q3	$792K	Buy	+53,579	New	+$779K	0.03%	319

Other funds holding BCAL

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 New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Robertson Stephens Wealth Management's BCAL Position: Q2 2026 in Review

Robertson Stephens Wealth Management held its Southern California Bancorp (BCAL) position steady in Q2 2026 at 53,579 shares worth $1.12M. The position accounts for 0.03% of the portfolio, ranked #297.

Robertson Stephens Wealth Management first reported a position in BCAL in Q3 2024 and has held it in 8 quarters since. 146 funds tracked by Wall St. Rank hold BCAL as of Q2 2026.

Robertson Stephens Wealth Management held 53,579 shares of Southern California Bancorp worth $1.12M as of Q2 2026.
Robertson Stephens Wealth Management left its Southern California Bancorp share count unchanged in Q2 2026.
Southern California Bancorp made up 0.03% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #297 holding.
Robertson Stephens Wealth Management first reported a position in Southern California Bancorp in Q3 2024 and has held it in 8 quarters since.
146 funds tracked by Wall St. Rank held Southern California Bancorp as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.