UMA Financial Services »

Southern California Bancorp shares owned by UMA Financial Services

Quarter-by-quarter ownership of Southern California Bancorp (BCAL) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Southern California Bancorp

Tip: Access up to 7 years of quarterly data

All positions including Southern California Bancorp held by UMA Financial Services 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 UMA Financial Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $542 26 20.85
2025-03-31 $630 44 14.34

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr Msci Acwi Ex Us (ACWX)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Apple (AAPL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Blackrock Etf Trust Isha I In Te Etf (BAI)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Vanguard World Mega Cap Index (MGC)

View all positions for UMA Financial Services

Top funds holding Southern California Bancorp

Wellington Management Company
FJ Capital Management
Alliancebernstein
BlackRock
Endeavour Capital Advisors
Vanguard Capital Management
Banc Funds Company
Manufacturers Life Insurance Company
State Street Corporation
Geode Capital Management
Dimensional Fund Advisors
American Century Companies
Kennedy Capital Management
Algebris
Elizabeth Park Capital Advisors

View all funds holding Southern California Bancorp