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Southern California Bancorp shares owned by Robertson Stephens Wealth Management

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

Historical chart of Robertson Stephens Wealth Management investment in Southern California Bancorp

Tip: Access up to 7 years of quarterly data

All positions including Southern California Bancorp held by Robertson Stephens 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 Robertson Stephens Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $792k 54k 14.79

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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Applovin Corp Com Cl A (APP)
Ishares Core Msci Emkt (IEMG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Microsoft Corporation (MSFT)
Vaneck Etf Trust Semiconductr Etf (SMH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Robertson Stephens Wealth Management

Top funds holding Southern California Bancorp

Endeavour Capital Advisors
Castle Creek Capital Partners VI
Fourthstone
Alliancebernstein
BlackRock
BlackRock
Vanguard Group
FJ Capital Management
Geode Capital Management
RMB Capital Management
Manufacturers Life Insurance Company
Siena Capital Management
Northern Trust
Hennessy Advisors
EJF Capital

View all funds holding Southern California Bancorp