Southern California Bancorp Ownership | Who Owns Southern California Bancorp?
Southern California Bancorp Ownership Summary
Southern California Bancorp is owned by 19.90% institutional investors, 23.75% insiders, and 56.35% retail investors. Alliancebernstein is the largest institutional shareholder, holding 7.50% of BCAL shares.
BCAL Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Southern California Bancorp | 19.90% | 23.75% | 56.35% |
| Sector | Financial Services Stocks | 36.95% | 15.48% | 47.58% |
| Industry | Regional Banks Stocks | 38.26% | 12.54% | 49.20% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Alliancebernstein | 2.45M | 7.50% | $40.89M |
| Castle creek capital partners vi, lp | 2.34M | 7.16% | $39.04M |
| Endeavour capital advisors | 2.26M | 6.92% | $37.74M |
| Wellington management group llp | 2.08M | 6.36% | $34.69M |
| Blackrock funding, inc. /de | 1.41M | 4.31% | $23.52M |
| Vanguard group | 1.31M | 4.00% | $21.81M |
| Fourthstone | 1.30M | 3.98% | $21.71M |
| Fj capital management | 1.27M | 3.89% | $21.21M |
| Banc funds | 835.48K | 2.56% | $13.94M |
| Manufacturers life insurance company, the | 765.15K | 2.34% | $12.76M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Castle creek capital partners vi, lp | 2.34M | 69.89% | $39.04M |
| Endeavour capital advisors | 2.26M | 11.41% | $37.74M |
| Fourthstone | 1.30M | 3.89% | $21.71M |
| Banc funds | 835.48K | 2.44% | $13.94M |
| Fj capital management | 1.27M | 2.26% | $21.21M |
| Petiole usa | 195.60K | 2.25% | $3.26M |
| Mendon capital advisors | 341.34K | 2.18% | $5.69M |
| Siena capital partners gp | 208.56K | 1.00% | $3.48M |
| Ejf capital | 95.36K | 0.92% | $1.59M |
| Bedell frazier investment counseling | 65.44K | 0.22% | $1.09M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Wellington management group llp | 2.08M | 0.01% | 1.39M |
| Kennedy capital management | 363.66K | 0.13% | 158.27K |
| Dimensional fund advisors lp | 218.68K | 0.00% | 67.24K |
| First trust advisors lp | 87.11K | 0.00% | 66.43K |
| Two sigma investments, lp | 69.11K | 0.00% | 53.51K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fourthstone | 1.30M | 3.89% | -888.28K |
| Hotchkis & wiley capital management | - | - | -222.89K |
| Banc funds | 835.48K | 2.44% | -157.92K |
| Endeavour capital advisors | 2.26M | 11.41% | -145.25K |
| Baker avenue asset management, lp | - | - | -71.15K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Monograph wealth advisors | 28.00K | 0.05% | 28.00K | $467.04K |
| Thrivent financial for lutherans | 26.69K | 0.00% | 26.69K | $445.00K |
| Quantinno capital management lp | 17.01K | 0.00% | 17.01K | $283.76K |
| Invesco | 15.47K | - | 15.47K | $258.11K |
| Fiduciary trust | 14.17K | 0.00% | 14.17K | $236.34K |
Sold Out
| Holder | Change |
|---|---|
| Physician wealth advisors | -44.00 |
| Coldstream capital management | -44.00 |
| Smartleaf asset management | -70.00 |
| Private wealth management group | -74.00 |
| Ronald blue trust | -77.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2025 | 37 | -64.08% | 6,503,806 | -64.46% | 19 | 0.63% | 15 | -69.39% | 6 | -81.25% |
| Jun 30, 2025 | 109 | 5.83% | 20,946,312 | 14.86% | 64 | 2.01% | 50 | 11.11% | 36 | 2.86% |
| Mar 31, 2025 | 104 | 4.00% | 20,576,681 | 1.01% | 63 | 1.18% | 45 | -18.18% | 35 | 66.67% |
| Dec 31, 2024 | 100 | 4.17% | 20,371,745 | 2.31% | 73 | 1.42% | 55 | -31.25% | 21 | 600.00% |
| Sep 30, 2024 | 96 | 62.71% | 19,911,317 | 77.46% | 71 | 1.96% | 80 | 95.12% | 3 | -57.14% |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 20, 2024 | Machado Lester | - | Sell | $143.72K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | - | - |
| 2025 Q3 | - | - |
| 2025 Q2 | - | - |
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
BCAL Ownership FAQ
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