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 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

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

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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