Wellington Management Group
BCAL icon

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
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

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