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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
Q2 		– Sell
-136
Closed -$2.41K – 703
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 $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

Root Financial Partners's BCAL Position: Q2 2026 in Review

Root Financial Partners sold out of Southern California Bancorp (BCAL) in Q2 2026, closing a stake of 136 shares — an estimated $2.41K sold.

Root Financial Partners first reported a position in BCAL in Q3 2025 and held it in 3 quarters. The position peaked at $2.41K in Q1 2026. 146 funds tracked by Wall St. Rank hold BCAL as of Q2 2026.

  • Root Financial Partners reported no remaining Southern California Bancorp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 136 Southern California Bancorp shares in Q2 2026, an estimated $2.41K.
  • Root Financial Partners first reported a position in Southern California Bancorp in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Southern California Bancorp position peaked at $2.41K in Q1 2026.
  • 146 funds tracked by Wall St. Rank held Southern California Bancorp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.