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Southern California Bancorp shares owned by True Wealth Design

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

Historical chart of True Wealth Design investment in Southern California Bancorp

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Southern California Bancorp by True Wealth Design

Quarter filed Position value Share count Share price at filing
2025-12-31 $691 37 18.68
2025-09-30 $600 36 16.69
2025-06-30 $568 36 15.78
2025-03-31 $401 28 14.36

More positions owned by True Wealth Design

Ea Series Trust Alpha Arch 1-3 (BOXX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Dimensional Etf Trust Intl High Profit (DIHP)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Simplify Exchange Traded Fun Intmd Term Trsry (TYA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Simplify Exchange Traded Fun Bond Bull Etf (RFIX)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for True Wealth Design

Top funds holding Southern California Bancorp

Alliancebernstein
Castle Creek Capital Partners VI
Wellington Management Company
Endeavour Capital Advisors
BlackRock
Vanguard Group
FJ Capital Management
Banc Funds Company
Manufacturers Life Insurance Company
Geode Capital Management
State Street Corporation
Kennedy Capital Management
RMB Capital Management
Dimensional Fund Advisors
Fourthstone

View all funds holding Southern California Bancorp