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Zacks Investment Management’s Southern California Bancorp BCAL Stock Holding History

Zacks Investment 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
Q1 		– Sell
-98,261
Closed -$1.83M – 722
2025
Q4 		$1.83M Buy
+98,261
New +$1.81M 0.01% 356
2025
Q2 		– Sell
-64,904
Closed -$930K – 702
2025
Q1 		$930K Buy
+64,904
New +$1.01M 0.01% 415

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
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BFC
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
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

Zacks Investment Management's BCAL Position: Q1 2026 in Review

Zacks Investment Management sold out of Southern California Bancorp (BCAL) in Q1 2026, closing a stake of 98,261 shares — an estimated $1.83M sold.

Zacks Investment Management first reported a position in BCAL in Q1 2025 and held it in 2 quarters. The position peaked at $1.83M in Q4 2025. 154 funds tracked by Wall St. Rank hold BCAL as of Q1 2026.

  • Zacks Investment Management reported no remaining Southern California Bancorp position as of Q1 2026 after selling out during the quarter.
  • Zacks Investment Management sold 98,261 Southern California Bancorp shares in Q1 2026, an estimated $1.83M.
  • Zacks Investment Management first reported a position in Southern California Bancorp in Q1 2025 and held it in 2 quarters.
  • Zacks Investment Management's Southern California Bancorp position peaked at $1.83M in Q4 2025.
  • 154 funds tracked by Wall St. Rank held Southern California Bancorp as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.