Versant Capital Management
BCAL icon

Versant Capital Management’s Southern California Bancorp BCAL Stock Holding History

Versant Capital Management’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 		$36K Buy
1,685
+101
+6% +$2.16K ﹤0.01% 1633
2026
Q2 		$33K Hold
1,584
– – ﹤0.01% 1648
2026
Q1 		$28.1K Buy
1,584
+70
+5% +$1.28K ﹤0.01% 1618
2025
Q4 		$28.3K Hold
1,514
– – ﹤0.01% 1426
2025
Q3 		$25.3K Hold
1,514
– – ﹤0.01% 1457
2025
Q2 		$23.9K Buy
1,514
+1,116
+280% +$15.9K ﹤0.01% 1421
2025
Q1 		$5.7K Buy
+398
New +$6.18K ﹤0.01% 1984

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Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Rosenthal Henry Capital Advisors
Rosenthal Henry Capital Advisors Mishawaka, Indiana $109M AUM 9.31% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Keystone Wealth Services
Keystone Wealth Services Palm Desert, California $560M AUM 27.7% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
ELCO Management
ELCO Management New York $213M AUM 25.22% 1-Year Est. Return

Versant Capital Management's BCAL Position: Q3 2026 in Review

Versant Capital Management increased its Southern California Bancorp (BCAL) stake by 6.4% in Q3 2026, buying an estimated $2.16K and bringing the position to 1,685 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #1633.

Versant Capital Management first reported a position in BCAL in Q1 2025 and has held it in 7 quarters since. 39 funds tracked by Wall St. Rank hold BCAL as of Q3 2026.

  • Versant Capital Management held 1,685 shares of Southern California Bancorp worth $36K as of Q3 2026.
  • Versant Capital Management bought 101 Southern California Bancorp shares in Q3 2026, an estimated $2.16K.
  • Southern California Bancorp made up ﹤0.01% of Versant Capital Management's portfolio in Q3 2026, its #1633 holding.
  • Versant Capital Management first reported a position in Southern California Bancorp in Q1 2025 and has held it in 7 quarters since.
  • 39 funds tracked by Wall St. Rank held Southern California Bancorp as of Q3 2026.

Based on Versant Capital Management's 13F filing for Q3 2026, filed 2 Oct 2026.