State Street
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State Street’s Southern California Bancorp BCAL Stock Holding History

State Street’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 		$17.8M Buy
850,362
+80,312
+10% +$1.53M ﹤0.01% 2418
2026
Q1 		$13.7M Buy
770,050
+345,189
+81% +$6.32M ﹤0.01% 2438
2025
Q4 		$7.97M Sell
424,861
-14,998
-3% -$276K ﹤0.01% 2759
2025
Q3 		$7.34M Buy
439,859
+11,271
+3% +$185K ﹤0.01% 2810
2025
Q2 		$6.75M Buy
428,588
+41,252
+11% +$588K ﹤0.01% 2812
2025
Q1 		$5.55M Buy
387,336
+40,297
+12% +$626K ﹤0.01% 2837
2024
Q4 		$5.74M Buy
347,039
+41,805
+14% +$673K ﹤0.01% 2903
2024
Q3 		$4.51M Buy
305,234
+162,381
+114% +$2.36M ﹤0.01% 3013
2024
Q2 		$1.92M Buy
142,853
+87,697
+159% +$1.22M ﹤0.01% 3329
2024
Q1 		$822K Buy
+55,156
New +$872K ﹤0.01% 3514
2023
Q4 		– Sell
-17,183
Closed -$241K – 4443
2023
Q3 		$241K Buy
+17,183
New +$253K ﹤0.01% 3883

Other funds holding BCAL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $4.06B AUM 32.22% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

State Street's BCAL Position: Q2 2026 in Review

State Street increased its Southern California Bancorp (BCAL) stake by 10% in Q2 2026, buying an estimated $1.53M and bringing the position to 850,362 shares worth $17.8M. The position accounts for ﹤0.01% of the portfolio, ranked #2418.

State Street first reported a position in BCAL in Q3 2023 and has held it in 11 quarters since. 48 funds tracked by Wall St. Rank hold BCAL as of Q2 2026.

  • State Street held 850,362 shares of Southern California Bancorp worth $17.8M as of Q2 2026.
  • State Street bought 80,312 Southern California Bancorp shares in Q2 2026, an estimated $1.53M.
  • Southern California Bancorp made up ﹤0.01% of State Street's portfolio in Q2 2026, its #2418 holding.
  • State Street first reported a position in Southern California Bancorp in Q3 2023 and has held it in 11 quarters since.
  • 48 funds tracked by Wall St. Rank held Southern California Bancorp as of Q2 2026.

Based on State Street's 13F filing for Q2 2026, filed 7 Aug 2026.