Wellington Management Group
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Wellington Management Group’s Southern California Bancorp BCAL Stock Holding History

Wellington Management 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 		$51M Sell
2,447,278
-240,206
-9% -$4.57M 0.01% 757
2026
Q1 		$47.6M Sell
2,687,484
-195,349
-7% -$3.58M 0.01% 748
2025
Q4 		$53.8M Buy
2,882,833
+802,947
+39% +$14.8M 0.01% 710
2025
Q3 		$34.7M Buy
2,079,886
+1,385,202
+199% +$22.7M 0.01% 837
2025
Q2 		$10.9M Buy
694,684
+649,896
+1,451% +$9.26M ﹤0.01% 1182
2025
Q1 		$642K Sell
44,788
-1,175
-3% -$18.2K ﹤0.01% 1789
2024
Q4 		$760K Hold
45,963
– – ﹤0.01% 1773
2024
Q3 		$680K Hold
45,963
– – ﹤0.01% 1776
2024
Q2 		$619K Hold
45,963
– – ﹤0.01% 1756
2024
Q1 		$685K Buy
45,963
+2,599
+6% +$41.1K ﹤0.01% 1764
2023
Q4 		$752K Hold
43,364
– – ﹤0.01% 1670
2023
Q3 		$608K Hold
43,364
– – ﹤0.01% 1676
2023
Q2 		$595K Buy
+43,364
New +$604K ﹤0.01% 1669

Other funds holding BCAL

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group's BCAL Position: Q2 2026 in Review

Wellington Management Group reduced its Southern California Bancorp (BCAL) stake by 8.9% in Q2 2026, selling an estimated $4.57M and leaving 2,447,278 shares worth $51M. The position accounts for 0.01% of the portfolio, ranked #757.

Wellington Management Group first reported a position in BCAL in Q2 2023 and has held it in 13 quarters since. The position peaked at $53.8M in Q4 2025. 146 funds tracked by Wall St. Rank hold BCAL as of Q2 2026.

  • Wellington Management Group held 2,447,278 shares of Southern California Bancorp worth $51M as of Q2 2026.
  • Wellington Management Group sold 240,206 Southern California Bancorp shares in Q2 2026, an estimated $4.57M.
  • Southern California Bancorp made up 0.01% of Wellington Management Group's portfolio in Q2 2026, its #757 holding.
  • Wellington Management Group first reported a position in Southern California Bancorp in Q2 2023 and has held it in 13 quarters since.
  • Wellington Management Group's Southern California Bancorp position peaked at $53.8M in Q4 2025.
  • 146 funds tracked by Wall St. Rank held Southern California Bancorp as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.