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

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Navalign LLC Encino, California $429M AUM 18.12% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

WDC

Woodward Diversified Capital Bakersfield, California $227M AUM 40.62% 1-Year Est. Return

Creekside Partners Petaluma, California $276M AUM 25.75% 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. 28 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.
28 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.