Vance Wealth’s Southern California Bancorp BCAL Stock Holding History

Vance Wealth’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	$736K	Hold	35,133	–	–	0.17%	67
2026 Q1	$626K	Hold	35,133	–	–	0.18%	65
2025 Q4	$659K	Sell	35,133 -2,500	-7%	-$46K	0.2%	63
2025 Q3	$628K	Hold	37,633	–	–	0.19%	64
2025 Q2	$593K	Hold	37,633	–	–	0.2%	65
2025 Q1	$539K	Hold	37,633	–	–	0.2%	61
2024 Q4	$622K	Sell	37,633 -3,349	-8%	-$53.9K	0.24%	54
2024 Q3	$606K	Hold	40,982	–	–	0.23%	53
2024 Q2	$552K	Hold	40,982	–	–	0.23%	56
2024 Q1	$611K	Hold	40,982	–	–	0.24%	47
2023 Q4	$711K	Hold	40,982	–	–	0.31%	42
2023 Q3	$574K	Hold	40,982	–	–	0.27%	45
2023 Q2	$562K	Buy	+40,982	New	+$571K	0.26%	42

Other funds holding BCAL

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 New York $6.73T AUM 46.02% 1-Year Est. Return

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 Malvern, Pennsylvania $4.68T AUM

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) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vance Wealth's BCAL Position: Q2 2026 in Review

Vance Wealth held its Southern California Bancorp (BCAL) position steady in Q2 2026 at 35,133 shares worth $736K. The position accounts for 0.17% of the portfolio, ranked #67.

Vance Wealth first reported a position in BCAL in Q2 2023 and has held it in 13 quarters since. 147 funds tracked by Wall St. Rank hold BCAL as of Q2 2026.

Vance Wealth held 35,133 shares of Southern California Bancorp worth $736K as of Q2 2026.
Vance Wealth left its Southern California Bancorp share count unchanged in Q2 2026.
Southern California Bancorp made up 0.17% of Vance Wealth's portfolio in Q2 2026, its #67 holding.
Vance Wealth first reported a position in Southern California Bancorp in Q2 2023 and has held it in 13 quarters since.
147 funds tracked by Wall St. Rank held Southern California Bancorp as of Q2 2026.

Based on Vance Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.