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
2025
Q2 		$10.9M Buy
2025
Q1 		$642K Sell
2024
Q4 		$760K Hold
2024
Q3 		$680K Hold
2024
Q2 		$619K Hold
2024
Q1 		$685K Buy
2023
Q4 		$752K Hold
2023
Q3 		$608K Hold
2023
Q2 		$595K Buy