Sentinel Trust’s Southern California Bancorp BCAL Stock Holding History

Sentinel Trust’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 Q3	$257K	Buy	+12,050	New	+$257K	0.02%	124

Other funds holding BCAL

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Rosenthal Henry Capital Advisors Mishawaka, Indiana $109M AUM 9.31% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Keystone Wealth Services Palm Desert, California $560M AUM 27.7% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

Sentinel Trust's BCAL Position: Q3 2026 in Review

Sentinel Trust opened a new position in Southern California Bancorp (BCAL) in Q3 2026: 12,050 shares worth $257K. The stake represents 0.02% of the portfolio and ranks #124 among its holdings.

42 funds tracked by Wall St. Rank hold BCAL as of Q3 2026.

Sentinel Trust held 12,050 shares of Southern California Bancorp worth $257K as of Q3 2026.
Southern California Bancorp was a new Sentinel Trust position in Q3 2026.
Southern California Bancorp made up 0.02% of Sentinel Trust's portfolio in Q3 2026, its #124 holding.
42 funds tracked by Wall St. Rank held Southern California Bancorp as of Q3 2026.

Based on Sentinel Trust's 13F filing for Q3 2026, filed 3 Nov 2026.