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Sunbelt Securities’s Southern California Bancorp BCAL Stock Holding History

Sunbelt Securities’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 		$177 Hold
10
– – ﹤0.01% 2536
2025
Q4 		$187 Buy
10
+2
+25% +$37 ﹤0.01% 2442
2025
Q3 		$133 Buy
+8
New +$131 ﹤0.01% 2471

Other funds holding BCAL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sunbelt Securities's BCAL Position: Q1 2026 in Review

Sunbelt Securities held its Southern California Bancorp (BCAL) position steady in Q1 2026 at 10 shares worth $177. The position accounts for ﹤0.01% of the portfolio, ranked #2536.

Sunbelt Securities first reported a position in BCAL in Q3 2025 and has held it in 3 quarters since. The position peaked at $187 in Q4 2025. 155 funds tracked by Wall St. Rank hold BCAL as of Q1 2026.

  • Sunbelt Securities held 10 shares of Southern California Bancorp worth $177 as of Q1 2026.
  • Sunbelt Securities left its Southern California Bancorp share count unchanged in Q1 2026.
  • Southern California Bancorp made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2536 holding.
  • Sunbelt Securities first reported a position in Southern California Bancorp in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's Southern California Bancorp position peaked at $187 in Q4 2025.
  • 155 funds tracked by Wall St. Rank held Southern California Bancorp as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.