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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
Q3 		$940 Hold
44
– – ﹤0.01% 1947
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

Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
EM
ELCO Management New York $213M AUM 25.23% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
DSC
Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

True Wealth Design's BCAL Position: Q3 2026 in Review

True Wealth Design held its Southern California Bancorp (BCAL) position steady in Q3 2026 at 44 shares worth $940. The position accounts for ﹤0.01% of the portfolio, ranked #1947.

True Wealth Design first reported a position in BCAL in Q1 2025 and has held it in 7 quarters since. 11 funds tracked by Wall St. Rank hold BCAL as of Q3 2026.

  • True Wealth Design held 44 shares of Southern California Bancorp worth $940 as of Q3 2026.
  • True Wealth Design left its Southern California Bancorp share count unchanged in Q3 2026.
  • Southern California Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1947 holding.
  • True Wealth Design first reported a position in Southern California Bancorp in Q1 2025 and has held it in 7 quarters since.
  • 11 funds tracked by Wall St. Rank held Southern California Bancorp as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.