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 102 institutions that hold shares in the stock, with a total of 19.5 Million shares, which have been reported (via 13F filing form) to have a value of $280 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
71,587
shares
|
$1.03 Million
0.0% of portfolio
|
Q4 2024
Added 93.38%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
71,152
shares
|
$1.02 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
68,809
shares
|
$989,473
0.0% of portfolio
|
Q4 2024
Added 40.02%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
68,261
shares
|
$981,593
0.0% of portfolio
|
Q4 2024
Added 3.41%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Feb 13, 2025 Q4 2024 |
64,274
shares
|
$924,260
0.03% of portfolio
|
Q4 2024
Added 9.16%
|
|
|
River Oaks Capital LLC
Wayzata, MN |
Oct 27, 2023 Q3 2023 |
60,700
shares
|
$872,866
1.41% of portfolio
|
Q2 2023
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
59,601
shares
|
$857,062
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
58,965
shares
|
$847,916
0.02% of portfolio
|
Q4 2024
Reduced 34.25%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
55,089
shares
|
$792,179
0.0% of portfolio
|
Q4 2024
Added 156.24%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
53,579
shares
|
$770,466
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
52,950
shares
|
$761,421
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Pacific Ridge Capital Partners, LLC
Lake Oswego, OR |
Feb 11, 2025 Q4 2024 |
46,718
shares
|
$671,804
0.19% of portfolio
|
Q4 2024
Added 20.81%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
41,717
shares
|
$599,890
0.0% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Hold Co Asset Management, LP
Fort Lauderdale, FL |
Nov 13, 2024 Q3 2024 |
40,531
shares
|
$582,835
3.17% of portfolio
|
Q2 2023
New holding
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
39,806
shares
|
$572,410
0.0% of portfolio
|
Q4 2024
Added 8.3%
|
|
|
American Century Companies Inc
Kansas City, MO |
Feb 11, 2025 Q4 2024 |
39,082
shares
|
$561,999
0.0% of portfolio
|
Q4 2024
Added 37.97%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
38,740
shares
|
$557,081
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Feb 13, 2025 Q4 2024 |
37,633
shares
|
$541,162
0.24% of portfolio
|
Q4 2024
Reduced 8.17%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
33,761
shares
|
$485,483
0.0% of portfolio
|
Q3 2024
Added 110.27%
|
|
|
Elco Management Co., LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
32,556
shares
|
$468,155
0.29% of portfolio
|
Q4 2024
Reduced 20.2%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
30,551
shares
|
$439,323
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
29,050
shares
|
$417,739
0.02% of portfolio
|
Q4 2024
Reduced 25.61%
|
|
|
Rhumbline Advisers
Boston, MA |
Apr 08, 2025 Q1 2025 |
27,836
shares
|
$400,281
0.0% of portfolio
|
Q1 2025
Reduced 4.54%
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
27,824
shares
|
$400,109
0.12% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
24,443
shares
|
$351,490
0.08% of portfolio
|
Q3 2024
New holding
|