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Southern California Bancorp shares owned by Aspiriant

Quarter-by-quarter ownership of Southern California Bancorp (BCAL) shares owned by Aspiriant from 13F filings

Historical chart of Aspiriant investment in Southern California Bancorp

Tip: Access up to 7 years of quarterly data

All positions including Southern California Bancorp held by Aspiriant consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Southern California Bancorp by Aspiriant

Quarter filed Position value Share count Share price at filing
2025-09-30 $232k 14k 16.68
2025-06-30 $219k 14k 15.76
2025-03-31 $199k 14k 14.33
2024-12-31 $230k 14k 16.54

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Ishares Tr Core S&p500 Etf (IVV)
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Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Msci Gbl Min Vol (ACWV)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Eafe Value Etf (EFV)
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Ishares Tr Core Msci Eafe (IEFA)
Ishares Core Msci Emkt (IEMG)
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Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr National Mun Etf (MUB)

View all positions for Aspiriant

Top funds holding Southern California Bancorp

Alliancebernstein
Castle Creek Capital Partners VI
Endeavour Capital Advisors
Wellington Management Company
BlackRock
Vanguard Group
Fourthstone
FJ Capital Management
Banc Funds Company
Manufacturers Life Insurance Company
Geode Capital Management
State Street Corporation
Kennedy Capital Management
Mendon Capital Advisors Corp.
RMB Capital Management

View all funds holding Southern California Bancorp