Institutional Ownership Southern Calif Bancorp Com (BCAL)
This table provides information about the institutional ownership of Southern Calif Bancorp Com (BCAL). We have compiled data on the 108 institutions that hold shares in the stock, with a total of 19.9 Million shares, which have been reported (via 13F filing form) to have a value of $324 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bedell Frazier Investment Counseling, LLC
|
May 14, 2025 Q1 2025 |
73,729
shares
|
$1.2 Million
0.27% of portfolio
|
Q4 2024
Reduced 21.06%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
71,285
shares
|
$1.16 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
69,655
shares
|
$1.14 Million
0.0% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
68,274
shares
|
$1.11 Million
0.0% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Zacks Investment Management
Chicago, IL |
May 14, 2025 Q1 2025 |
64,904
shares
|
$1.06 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
63,586
shares
|
$1.04 Million
0.01% of portfolio
|
Q1 2025
Reduced 18.16%
|
|
|
River Oaks Capital LLC
Wayzata, MN |
Oct 27, 2023 Q3 2023 |
60,700
shares
|
$989,410
1.41% of portfolio
|
Q2 2023
New holding
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
59,669
shares
|
$972,604
0.02% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
May 08, 2025 Q1 2025 |
54,349
shares
|
$885,888
0.22% of portfolio
|
Q1 2025
Added 16.33%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
53,579
shares
|
$873,337
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
52,950
shares
|
$863,085
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
50,436
shares
|
$822,106
0.0% of portfolio
|
Q1 2025
Reduced 41.21%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
44,887
shares
|
$731,658
0.0% of portfolio
|
Q1 2025
Reduced 18.52%
|
|
|
Wellington Management Group LLP
Boston, MA |
May 13, 2025 Q1 2025 |
44,788
shares
|
$730,044
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
41,747
shares
|
$680,476
0.0% of portfolio
|
Q1 2025
Added 6.82%
|
|
|
Hold Co Asset Management, LP
Fort Lauderdale, FL |
Nov 13, 2024 Q3 2024 |
40,531
shares
|
$660,655
3.17% of portfolio
|
Q2 2023
New holding
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
May 14, 2025 Q1 2025 |
37,633
shares
|
$613,417
0.21% of portfolio
|
Q4 2024
Reduced 8.17%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
37,285
shares
|
$607,745
0.0% of portfolio
|
Q1 2025
Reduced 3.76%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
36,932
shares
|
$601,991
0.0% of portfolio
|
Q1 2025
Added 156.21%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
33,761
shares
|
$550,304
0.0% of portfolio
|
Q3 2024
Added 110.27%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
30,551
shares
|
$497,981
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nuveen, LLC
Charlotte, NC |
May 12, 2025 Q1 2025 |
30,405
shares
|
$495,601
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
29,050
shares
|
$473,515
0.02% of portfolio
|
Q4 2024
Reduced 25.61%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
29,035
shares
|
$473,270
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
28,008
shares
|
$456,530
0.0% of portfolio
|
Q1 2025
Reduced 29.64%
|