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Rothschild Investment LLC’s Southern California Bancorp BCAL Stock Holding History

Rothschild Investment LLC’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 		$2.08K Buy
100
+44
+79% +$838 ﹤0.01% 2743
2026
Q1 		$992 Buy
56
+49
+700% +$897 ﹤0.01% 2872
2025
Q4 		$131 Buy
+7
New +$129 ﹤0.01% 3177

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 $3.38T AUM 44.17% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
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

Rothschild Investment LLC's BCAL Position: Q2 2026 in Review

Rothschild Investment LLC increased its Southern California Bancorp (BCAL) stake by 79% in Q2 2026, buying an estimated $838 and bringing the position to 100 shares worth $2.08K. The position accounts for ﹤0.01% of the portfolio, ranked #2743.

Rothschild Investment LLC first reported a position in BCAL in Q4 2025 and has held it in 3 quarters since. 146 funds tracked by Wall St. Rank hold BCAL as of Q2 2026.

  • Rothschild Investment LLC held 100 shares of Southern California Bancorp worth $2.08K as of Q2 2026.
  • Rothschild Investment LLC bought 44 Southern California Bancorp shares in Q2 2026, an estimated $838.
  • Southern California Bancorp made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2743 holding.
  • Rothschild Investment LLC first reported a position in Southern California Bancorp in Q4 2025 and has held it in 3 quarters since.
  • 146 funds tracked by Wall St. Rank held Southern California Bancorp as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.