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Southern California Bancorp shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth Advisors investment in Southern California Bancorp

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Southern California Bancorp by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $15k 897 16.67
2025-06-30 $34k 2.1k 15.83
2025-03-31 $115 8 14.38

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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