Destination Wealth Management Southern Calif Bancorp Com Transaction History

Destination Wealth Management

$3.51 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 06, 2025	SELL	$13.82 - $17.95 $294,034 - $381,904	-21,276 Reduced 58.19%	15,290 $252,000
Q3 2024 Nov 25, 2024	BUY	$13.27 - $15.79 $485,230 - $577,377	36,566 New	36,566 $540,000

Others Institutions Holding BCAL

# of Institutions

120

Shares Held

20.6M

Call Options Held

0

Put Options Held

0

Alliancebernstein L.P. New York, NY

2.45M
Shares

$46.7 Million
0.01% of portfolio
Castle Creek Capital Partners Vi, LP San Diego, CA

2.34M
Shares

$44.6 Million
69.89% of portfolio
Endeavour Capital Advisors Inc Greenwich, CT

2.26M
Shares

$43.1 Million
13.03% of portfolio
Wellington Management Group LLP Boston, MA

2.08M
Shares

$39.6 Million
0.01% of portfolio
Vanguard Group Inc Valley Forge, PA

1.31M
Shares

$24.9 Million
0.0% of portfolio

About SOUTHERN CALIF BANCORP COM

Ticker BCAL
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 17,837,000
Market Cap $340M

More about BCAL

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