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Southern California Bancorp shares owned by Monograph Wealth Advisors

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

Historical chart of Monograph Wealth Advisors investment in Southern California Bancorp

Tip: Access up to 7 years of quarterly data

All positions including Southern California Bancorp held by Monograph 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 Monograph Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $467k 28k 16.68

More positions owned by Monograph Wealth Advisors

DFA US Core Equity 2 ETF Etf (DFAC)
DFA World ex US Core Equity 2 ETF Etf (DFAX)
DFA US Marketwide Value ETF Etf (DFUV)
DFA US Targeted Value ETF Etf (DFAT)
iShares Core S&P 500 Etf (IVV)
DFA International Small Cap Value ETF Etf (DISV)
Apple (AAPL)
DFA US Core Equity 1 ETF Etf (DCOR)
iShares 1-5 Year Investment Grade Corporate Bond ETF Etf (IGSB)
DFA Emerging Markets Core Equity 2 ETF Etf (DFEM)
NVIDIA Corporation (NVDA)
DFA US Small Cap ETF Etf (DFAS)
Microsoft Corporation (MSFT)
Vanguard Total Market Index ETF Etf (VTI)
DFA Intl Value ETF Etf (DFIV)

View all positions for Monograph Wealth Advisors

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