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
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 $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return