SageView Advisory Group »

Southern California Bancorp shares owned by SageView Advisory Group

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

Historical chart of SageView Advisory Group investment in Southern California Bancorp

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Southern California Bancorp by SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $650k 39k 16.65
2023-09-30 $566k 40k 14.01
2023-06-30 $554k 40k 13.72

More positions owned by SageView Advisory Group

Ishares Tr Core Us Aggbd Et (Principal) (AGG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core Intl Aggr (Principal) (IAGG)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Apple (AAPL)
Flexshares Tr Mornstar Usmkt (TILT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr National Mun Etf (Principal) (MUB)
Ishares Tr Jpmorgan Usd Emg (Principal) (EMB)

View all positions for SageView Advisory Group

Top funds holding Southern California Bancorp

Castle Creek Capital Partners VI
Alliancebernstein
Fourthstone
Endeavour Capital Advisors
Vanguard Group
FJ Capital Management
Siena Capital Management
Context BH Capital Management
Hennessy Advisors
Susquehanna International
Eclectic Associates
PFG Advisors
Wellington Management Company
Vance Wealth
Lincoln National

View all funds holding Southern California Bancorp