True Wealth Design, LLC Southern Calif Bancorp Com Transaction History

True Wealth Design, LLC

$263 Billion
Q1 2025

A detailed history of True Wealth Design, LLC transactions in Southern Calif Bancorp Com stock. As of the latest transaction made, True Wealth Design, LLC holds 28 shares of BCAL stock, worth $417. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$417

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 13, 2025	BUY	$14.33 - $16.6 $401 - $464	28 New	28 $402,000

Others Institutions Holding BCAL

# of Institutions

109

Shares Held

19.9M

Call Options Held

Put Options Held

Alliancebernstein L.P. New York, NY

2.51M
Shares

$37.5 Million
0.01% of portfolio
Endeavour Capital Advisors Inc Greenwich, CT

2.45M
Shares

$36.6 Million
14.11% of portfolio
Fourthstone LLC St Louis, MO

2.41M
Shares

$35.9 Million
15.94% of portfolio
Castle Creek Capital Partners Vi, LP San Diego, CA

2.34M
Shares

$34.9 Million
68.16% of portfolio
Vanguard Group Inc Valley Forge, PA

1.29M
Shares

$19.3 Million
0.0% of portfolio

View Full List

About SOUTHERN CALIF BANCORP COM

Ticker BCAL
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 17,837,000
Market Cap $266M

More about BCAL

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