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Southern California Bancorp Ownership | Who Owns Southern California Bancorp?

OverviewRevenueFinancialsChart

Southern California Bancorp Ownership Summary

Southern California Bancorp is owned by 63.67% institutional investors, 24.21% insiders, and 12.12% retail investors. Physician wealth advisors is the largest institutional shareholder, holding 0% of BCAL shares.

BCAL Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockSouthern California Bancorp63.67%24.21%12.12%
SectorFinancial Services Stocks 71.97%15.45%12.58%
IndustryRegional Banks Stocks38.01%12.17%49.81%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Physician wealth advisors---
Red tortoise---
Janus henderson group---
Smartleaf asset management---
Sg americas securities---
Crewe advisors---
Us bancorp \de\---
Fiduciary trust---
Ronald blue trust---
Private wealth management group---

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Physician wealth advisors---
Red tortoise---
Janus henderson group---
Smartleaf asset management---
Sg americas securities---
Crewe advisors---
Us bancorp \de\---
Fiduciary trust---
Ronald blue trust---
Private wealth management group---

Top Buyers

HolderShares% AssetsChange
Physician wealth advisors---44.00
Smartleaf asset management---70.00
Private wealth management group---74.00
Ronald blue trust---77.00
Crewe advisors---159.00

Top Sellers

HolderShares% AssetsChange
Baker avenue asset management, lp---71.15K
Allspring global investments---17.00K
Destination wealth management---15.29K
Janus henderson group---14.91K
Fiduciary trust---11.10K

Sold Out

HolderChange
Physician wealth advisors-44.00
Smartleaf asset management-70.00
Private wealth management group-74.00
Ronald blue trust-77.00
Crewe advisors-159.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Mar 31, 20251044.00%20,576,6811.01%631.18%45-18.18%3566.67%
Dec 31, 20241004.17%20,371,7452.31%731.42%55-31.25%21600.00%
Sep 30, 20249662.71%19,911,31777.46%711.96%8095.12%3-57.14%
Jun 30, 20245922.92%11,219,86710.23%601.94%4157.69%7-12.50%
Mar 31, 20244817.07%10,178,830-0.32%551.81%2652.94%8-11.11%

Recent Insider Transactions

DateNameRoleActivityValue
Aug 20, 2024Machado Lester-Sell$143.72K

Insider Transactions Trends

DateBuySell
2025 Q3--
2025 Q2--
2025 Q1--
2024 Q4--
2024 Q3-1

BCAL Ownership FAQ

Who Owns Southern California Bancorp?

Southern California Bancorp shareholders are primarily institutional investors at 63.67%, followed by 24.21% insiders and 12.12% retail investors. The average institutional ownership in Southern California Bancorp's industry, Regional Banks Stocks, is 38.01%, which Southern California Bancorp exceeds.

Who owns the most shares of Southern California Bancorp?

Southern California Bancorp’s largest shareholders are Physician wealth advisors (0 shares, 0%), Red tortoise (0 shares, 0%), and Janus henderson group (0 shares, 0%). Together, they hold 0% of Southern California Bancorp’s total shares outstanding.

Does Blackrock own Southern California Bancorp?

BlackRock is not among the top 10 institutional shareholders of Southern California Bancorp.

Who is Southern California Bancorp’s biggest shareholder by percentage of total assets invested?

Physician wealth advisors is Southern California Bancorp’s biggest shareholder by percentage of total assets invested, with 0% of its assets in 0 Southern California Bancorp shares, valued at 0$.

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