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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
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 $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

Rothschild Investment LLC's BCAL Position: Q1 2026 in Review

Rothschild Investment LLC increased its Southern California Bancorp (BCAL) stake by 700% in Q1 2026, buying an estimated $897 and bringing the position to 56 shares worth $992. The position accounts for ﹤0.01% of the portfolio, ranked #2872.

Rothschild Investment LLC first reported a position in BCAL in Q4 2025 and has held it in 2 quarters since. 154 funds tracked by Wall St. Rank hold BCAL as of Q1 2026.

  • Rothschild Investment LLC held 56 shares of Southern California Bancorp worth $992 as of Q1 2026.
  • Rothschild Investment LLC bought 49 Southern California Bancorp shares in Q1 2026, an estimated $897.
  • Southern California Bancorp made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #2872 holding.
  • Rothschild Investment LLC first reported a position in Southern California Bancorp in Q4 2025 and has held it in 2 quarters since.
  • 154 funds tracked by Wall St. Rank held Southern California Bancorp as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.