Southern California Bancorp Ownership | Who Owns Southern California Bancorp?
Southern California Bancorp Ownership Summary
Southern California Bancorp is owned by 66.41% institutional investors, 15.37% insiders, and 18.22% retail investors. Wellington management group llp is the largest institutional shareholder, holding 8.21% of BCAL shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.56% of its assets in Southern California Bancorp shares.
BCAL Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Southern California Bancorp | 66.41% | 15.37% | 18.22% |
| Sector | Financial Services Stocks | 37.05% | 15.59% | 47.36% |
| Industry | Regional Banks Stocks | 38.44% | 12.57% | 48.99% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Wellington management group llp | 2.69M | 8.21% | $47.62M |
| Castle creek capital partners vi, lp | 2.34M | 7.16% | $39.04M |
| Alliancebernstein | 2.15M | 6.56% | $40.11M |
| Fj capital management | 2.05M | 6.27% | $36.41M |
| Endeavour capital advisors | 1.82M | 5.56% | $32.23M |
| Blackrock funding, inc. /de | 1.46M | 4.45% | $25.84M |
| Vanguard group | 1.31M | 4.02% | $24.55M |
| Banc funds | 831.15K | 2.54% | $14.73M |
| Manufacturers life insurance company, the | 795.31K | 2.43% | $14.09M |
| State street | 770.05K | 2.35% | $13.72M |
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 | 1.82M | 7.31% | $32.23M |
| Fj capital management | 2.05M | 4.10% | $36.41M |
| Elizabeth park capital advisors | 254.58K | 3.47% | $4.51M |
| Mendon capital advisors | 404.37K | 2.78% | $7.17M |
| Banc funds | 831.15K | 2.74% | $14.73M |
| Petiole usa | 192.30K | 2.38% | $3.41M |
| Siena capital partners gp | 208.56K | 0.96% | $3.70M |
| Ejf capital | 26.42K | 0.33% | $468.13K |
| Bedell frazier investment counseling | 61.81K | 0.22% | $1.10M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fj capital management | 2.05M | 4.10% | 782.90K |
| State street | 770.05K | 0.00% | 345.19K |
| American century companies | 367.92K | 0.00% | 219.67K |
| Dimensional fund advisors lp | 470.19K | 0.00% | 155.74K |
| Mendon capital advisors | 404.37K | 2.78% | 149.49K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fourthstone | 10.24K | 0.03% | -265.19K |
| Hotchkis & wiley capital management | - | - | -222.89K |
| Marshall wace, llp | - | - | -219.20K |
| Alliancebernstein | 2.15M | 0.01% | -199.03K |
| Wellington management group llp | 2.69M | 0.01% | -195.35K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vanguard fiduciary trust | 145.00K | 0.00% | 145.00K | $2.57M |
| Algebris (uk) | 126.47K | 0.16% | 126.47K | $2.24M |
| Millennium management | 67.84K | 0.00% | 67.84K | $1.20M |
| Y-intercept (hong kong) | 56.25K | 0.02% | 56.25K | $996.77K |
| Principal financial group | 45.69K | 0.00% | 45.69K | $809.59K |
Sold Out
| Holder | Change |
|---|---|
| Coldstream capital management | -44.00 |
| Physician wealth advisors | -44.00 |
| Private wealth management group | -74.00 |
| Ronald blue trust | -77.00 |
| Point72 (difc) | -84.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 149 | 3.47% | 21,747,458 | 9.11% | 66 | 1.79% | 87 | 6.10% | 34 | 3.03% |
| Dec 31, 2025 | 38 | -67.52% | 3,930,433 | -81.55% | 12 | 0.28% | 16 | -70.37% | 8 | -72.41% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 824.57K | 2.56% | 59.18K |
| iShares Russell 2000 ETF | 514.80K | 1.60% | 4.32K |
| JH Financial Opportunities | 455.32K | 1.42% | - |
| RMB Mendon Financial Services A | 346.67K | 1.08% | - |
| Avantis US Small Cap Value ETF | 329.70K | 1.03% | - |
| State Street® SPDR® S&PRgnllBkgETF | 302.67K | 0.94% | -2.82K |
| JHancock Regional Bank A | 295.01K | 0.92% | 36.72K |
| Vanguard Institutional Extnd Mkt Idx Tr | 256.66K | 0.80% | 1.44K |
| Fidelity Small Cap Index | 215.13K | 0.67% | 2.42K |
| Wellington CIF Small Cap 2000 | 215.05K | 0.67% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 08, 2026 | Hernandez Richard | President | Sell | $325.04K |
| May 07, 2026 | Rainer David I | Executive Chairman | Sell | $1.43M |
| Mar 06, 2026 | Carandang Jean | Bank Chief Financial Officer | Sell | $143.20K |
| Feb 03, 2026 | Volk David J. | - | Buy | $503.28K |
| Jan 28, 2026 | Volk David J. | - | Sell | $44.46M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | 2 |
| 2026 Q1 | 1 | 2 |
| 2025 Q4 | - | - |
| 2025 Q3 | - | - |
| 2025 Q2 | - | - |
BCAL Ownership FAQ
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