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Southern California Bancorp shares owned by Perigon Wealth Management

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

Historical chart of Perigon Wealth Management investment in Southern California Bancorp

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Southern California Bancorp by Perigon Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $183k 12k 14.79

More positions owned by Perigon Wealth Management

Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr S&p 500 Etf Tr Put Put Option (Principal)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core Total Usd (IUSB)
Meta Platforms Cl A (META)
Occidental Petroleum Corporation (OXY)
Home Depot (HD)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)

View all positions for Perigon Wealth Management

Top funds holding Southern California Bancorp

Endeavour Capital Advisors
Castle Creek Capital Partners VI
BlackRock
Geode Capital Management
RMB Capital Management
Siena Capital Management
Northern Trust
Hennessy Advisors
EJF Capital
Dimensional Fund Advisors
Baker Avenue Asset Management
Charles Schwab Investment Management
Wells Fargo & Company
MAI Wealth Advisors
Robertson Stephens Wealth Management

View all funds holding Southern California Bancorp