SageView Advisory Group’s Southern California Bancorp BCAL Stock Holding History

SageView Advisory Group’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
2025 Q4	–	Sell	-22,240	Closed	-$371K	–	2612
2025 Q3	$371K	Sell	22,240 -6,810	-23%	-$112K	0.01%	453
2025 Q2	$467K	Hold	29,050	–	–	0.02%	386
2025 Q1	$416K	Hold	29,050	–	–	0.02%	382
2024 Q4	$480K	Sell	29,050 -10,000	-26%	-$161K	0.02%	349
2024 Q3	$578K	Hold	39,050	–	–	0.03%	276
2024 Q2	$526K	Buy	+39,050	New	+$542K	0.02%	328
2024 Q1	–	Sell	-39,050	Closed	-$650K	–	534
2023 Q4	$650K	Sell	39,050 -1,340	-3%	-$20.1K	0.03%	334
2023 Q3	$566K	Hold	40,390	–	–	0.03%	314
2023 Q2	$554K	Buy	+40,390	New	+$562K	0.03%	332

Other funds holding BCAL

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SageView Advisory Group's BCAL Position: Q4 2025 in Review

SageView Advisory Group sold out of Southern California Bancorp (BCAL) in Q4 2025, closing a stake of 22,240 shares — an estimated $371K sold.

SageView Advisory Group first reported a position in BCAL in Q2 2023 and held it in 9 quarters. The position peaked at $650K in Q4 2023. 145 funds tracked by Wall St. Rank hold BCAL as of Q4 2025.

SageView Advisory Group reported no remaining Southern California Bancorp position as of Q4 2025 after selling out during the quarter.
SageView Advisory Group sold 22,240 Southern California Bancorp shares in Q4 2025, an estimated $371K.
SageView Advisory Group first reported a position in Southern California Bancorp in Q2 2023 and held it in 9 quarters.
SageView Advisory Group's Southern California Bancorp position peaked at $650K in Q4 2023.
145 funds tracked by Wall St. Rank held Southern California Bancorp as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.