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Steward Partners Investment Advisory’s Southern California Bancorp BCAL Stock Holding History

Steward Partners Investment Advisory’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 		$35.6K Hold
1,710
– – ﹤0.01% 3137
2026
Q1 		$30.3K Hold
1,710
– – ﹤0.01% 3039
2025
Q4 		$31.9K Hold
1,710
– – ﹤0.01% 2911
2025
Q3 		$28.5K Buy
+1,710
New +$28.1K ﹤0.01% 2919

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AU
Algebris (UK) London, United Kingdom $1.52B AUM 3.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Steward Partners Investment Advisory's BCAL Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Southern California Bancorp (BCAL) position steady in Q2 2026 at 1,710 shares worth $35.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3137.

Steward Partners Investment Advisory first reported a position in BCAL in Q3 2025 and has held it in 4 quarters since. 100 funds tracked by Wall St. Rank hold BCAL as of Q2 2026.

  • Steward Partners Investment Advisory held 1,710 shares of Southern California Bancorp worth $35.6K as of Q2 2026.
  • Steward Partners Investment Advisory left its Southern California Bancorp share count unchanged in Q2 2026.
  • Southern California Bancorp made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3137 holding.
  • Steward Partners Investment Advisory first reported a position in Southern California Bancorp in Q3 2025 and has held it in 4 quarters since.
  • 100 funds tracked by Wall St. Rank held Southern California Bancorp as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.