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True Wealth Design’s Southern California Bancorp BCAL Stock Holding History

True Wealth Design’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 		$917 Buy
44
+8
+22% +$152 ﹤0.01% 2017
2026
Q1 		$638 Sell
36
-1
-3% -$18 ﹤0.01% 1959
2025
Q4 		$691 Buy
37
+1
+3% +$18 ﹤0.01% 1844
2025
Q3 		$601 Hold
36
– – ﹤0.01% 1947
2025
Q2 		$568 Buy
36
+8
+29% +$114 ﹤0.01% 1693
2025
Q1 		$402 Buy
+28
New +$435 ﹤0.01% 1641

Other funds holding BCAL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return
Vanguard Capital Management
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

True Wealth Design's BCAL Position: Q2 2026 in Review

True Wealth Design increased its Southern California Bancorp (BCAL) stake by 22% in Q2 2026, buying an estimated $152 and bringing the position to 44 shares worth $917. The position accounts for ﹤0.01% of the portfolio, ranked #2017.

True Wealth Design first reported a position in BCAL in Q1 2025 and has held it in 6 quarters since. 146 funds tracked by Wall St. Rank hold BCAL as of Q2 2026.

  • True Wealth Design held 44 shares of Southern California Bancorp worth $917 as of Q2 2026.
  • True Wealth Design bought 8 Southern California Bancorp shares in Q2 2026, an estimated $152.
  • Southern California Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2017 holding.
  • True Wealth Design first reported a position in Southern California Bancorp in Q1 2025 and has held it in 6 quarters since.
  • 146 funds tracked by Wall St. Rank held Southern California Bancorp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.