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Root Financial Partners’s Southern California Bancorp BCAL Stock Holding History

Root Financial Partners’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
Q1 		$2.41K Buy
136
+22
+19% +$403 ﹤0.01% 2236
2025
Q4 		$2.13K Hold
114
– – ﹤0.01% 1978
2025
Q3 		$1.9K Buy
+114
New +$1.87K ﹤0.01% 1964

Other funds holding BCAL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Root Financial Partners's BCAL Position: Q1 2026 in Review

Root Financial Partners increased its Southern California Bancorp (BCAL) stake by 19% in Q1 2026, buying an estimated $403 and bringing the position to 136 shares worth $2.41K. The position accounts for ﹤0.01% of the portfolio, ranked #2236.

Root Financial Partners first reported a position in BCAL in Q3 2025 and has held it in 3 quarters since. 154 funds tracked by Wall St. Rank hold BCAL as of Q1 2026.

  • Root Financial Partners held 136 shares of Southern California Bancorp worth $2.41K as of Q1 2026.
  • Root Financial Partners bought 22 Southern California Bancorp shares in Q1 2026, an estimated $403.
  • Southern California Bancorp made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2236 holding.
  • Root Financial Partners first reported a position in Southern California Bancorp in Q3 2025 and has held it in 3 quarters since.
  • 154 funds tracked by Wall St. Rank held Southern California Bancorp as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.