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 120 institutions that hold shares in the stock, with a total of 20.6 Million shares, which have been reported (via 13F filing form) to have a value of $393 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
29,397
shares
|
$559,718
0.0% of portfolio
|
Q3 2025
Added 38.28%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
29,273
shares
|
$557,357
0.0% of portfolio
|
Q3 2025
Reduced 2.09%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
28,000
shares
|
$533,120
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
27,824
shares
|
$529,768
0.11% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
26,693
shares
|
$508,234
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
24,443
shares
|
$465,394
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Rhumbline Advisers
Boston, MA |
Nov 06, 2025 Q3 2025 |
24,325
shares
|
$463,148
0.0% of portfolio
|
Q3 2025
Reduced 3.61%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
23,331
shares
|
$444,222
0.0% of portfolio
|
Q3 2025
Reduced 36.56%
|
|
|
Navalign, LLC
|
Nov 12, 2025 Q3 2025 |
22,800
shares
|
$434,112
0.1% of portfolio
|
Q3 2023
New holding
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
22,729
shares
|
$432,760
0.02% of portfolio
|
Q3 2025
Added 40.42%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
22,240
shares
|
$423,449
0.01% of portfolio
|
Q3 2025
Reduced 23.44%
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 14, 2025 Q3 2025 |
21,825
shares
|
$415,548
0.0% of portfolio
|
Q3 2025
Reduced 29.08%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
19,077
shares
|
$363,226
0.0% of portfolio
|
Q3 2025
Reduced 31.8%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
17,012
shares
|
$323,908
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
16,724
shares
|
$318,424
0.0% of portfolio
|
Q3 2025
Added 19.41%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
16,642
shares
|
$316,863
0.0% of portfolio
|
Q4 2024
Reduced 17.07%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
15,474
shares
|
$294,624
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Nov 13, 2025 Q3 2025 |
14,329
shares
|
$272,824
0.0% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Entry Point Capital, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
14,257
shares
|
$271,453
0.1% of portfolio
|
Q3 2025
Added 21.96%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
14,169
shares
|
$269,777
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
13,912
shares
|
$264,884
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Woodward Diversified Capital, LLC
|
Oct 21, 2025 Q3 2025 |
13,500
shares
|
$257,040
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
13,070
shares
|
$248,852
0.12% of portfolio
|
Q3 2025
Reduced 20.01%
|
|
|
Creekside Partners
Petaluma, CA |
Oct 24, 2025 Q3 2025 |
12,839
shares
|
$244,454
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
12,441
shares
|
$236,876
0.0% of portfolio
|
Q3 2025
Added 0.34%
|
|