UBS Group
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UBS Group’s Southern California Bancorp BCAL Stock Holding History

UBS Group’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 		$1.09M Sell
52,319
-5,342
-9% -$102K ﹤0.01% 5660
2026
Q1 		$1.02M Sell
57,661
-9,228
-14% -$169K ﹤0.01% 5542
2025
Q4 		$1.25M Buy
66,889
+26,057
+64% +$479K ﹤0.01% 5395
2025
Q3 		$681K Sell
40,832
-5,206
-11% -$85.5K ﹤0.01% 5865
2025
Q2 		$726K Sell
46,038
-25,247
-35% -$360K ﹤0.01% 5704
2025
Q1 		$1.02M Sell
71,285
-302
-0.4% -$4.69K ﹤0.01% 5273
2024
Q4 		$1.18M Buy
71,587
+34,568
+93% +$556K ﹤0.01% 5178
2024
Q3 		$548K Buy
37,019
+3,858
+12% +$56.1K ﹤0.01% 5164
2024
Q2 		$447K Buy
33,161
+821
+3% +$11.4K ﹤0.01% 5081
2024
Q1 		$482K Sell
32,340
-1,217
-4% -$19.2K ﹤0.01% 5236
2023
Q4 		$582K Sell
33,557
-1,180
-3% -$17.7K ﹤0.01% 4985
2023
Q3 		$487K Sell
34,737
-3,568
-9% -$52.5K ﹤0.01% 4667
2023
Q2 		$526K Buy
+38,305
New +$533K ﹤0.01% 4787

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

UBS Group's BCAL Position: Q2 2026 in Review

UBS Group reduced its Southern California Bancorp (BCAL) stake by 9.3% in Q2 2026, selling an estimated $102K and leaving 52,319 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #5660.

UBS Group first reported a position in BCAL in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.25M in Q4 2025. 146 funds tracked by Wall St. Rank hold BCAL as of Q2 2026.

  • UBS Group held 52,319 shares of Southern California Bancorp worth $1.09M as of Q2 2026.
  • UBS Group sold 5,342 Southern California Bancorp shares in Q2 2026, an estimated $102K.
  • Southern California Bancorp made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #5660 holding.
  • UBS Group first reported a position in Southern California Bancorp in Q2 2023 and has held it in 13 quarters since.
  • UBS Group's Southern California Bancorp position peaked at $1.25M in Q4 2025.
  • 146 funds tracked by Wall St. Rank held Southern California Bancorp as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.