Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in BCAL held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | WELLINGTON MANAGEMENT GROUP LLP | 2.7M | $47.6M | -6.8% | 8.359% | 0.01% |
| 2 | ALLIANCEBERNSTEIN L.P. | 2.1M | $40.1M | -8.5% | 6.682% | 0.01% |
| 3 | FJ Capital Management LLC | 2.1M | $36.4M | +61.6% | 6.390% | 4.10% |
| 4 | ENDEAVOUR CAPITAL ADVISORS INC | 1.8M | $32.2M | +3.1% | 5.658% | 7.31% |
| 5 | BlackRock, Inc. | 1.5M | $25.8M | +1.7% | 4.536% | 0.00% |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 1.0M | $18.5M | — | 3.253% | 0.00% |
| 7 | BANC FUNDS CO LLC | 831K | $14.7M | +8.5% | 2.585% | 2.74% |
| 8 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 795K | $14.1M | +4.6% | 2.474% | 0.01% |
| 9 | STATE STREET CORP | 770K | $13.7M | +81.3% | 2.395% | 0.00% |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 556K | $9.9M | +2.7% | 1.729% | 0.00% |
| 11 | DIMENSIONAL FUND ADVISORS LP | 470K | $8.3M | +49.5% | 1.462% | 0.00% |
| 12 | KENNEDY CAPITAL MANAGEMENT, INC. | 431K | $7.6M | +18.1% | 1.339% | 0.16% |
| 13 | MENDON CAPITAL ADVISORS CORP | 404K | $7.2M | +58.7% | 1.258% | 2.78% |
| 14 | AMERICAN CENTURY COMPANIES INC | 368K | $6.5M | +148.2% | 1.144% | 0.00% |
| 15 | RMB Capital Management, LLC | 347K | $6.1M | +42.3% | 1.078% | 0.11% |
| 16 | MORGAN STANLEY | 270K | $4.8M | +19.6% | 0.840% | 0.00% |
| 17 | Elizabeth Park Capital Advisors, Ltd. | 255K | $4.5M | +78.5% | 0.792% | 3.47% |
| 18 | Siena Capital Partners GP, LLC | 209K | $3.7M | 0.0% | 0.649% | 0.96% |
| 19 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 203K | $3.6M | +27.7% | 0.631% | 0.07% |
| 20 | Petiole USA ltd | 192K | $3.4M | -1.7% | 0.598% | 2.38% |
| 21 | NORTHERN TRUST CORP | 189K | $3.3M | +5.3% | 0.587% | 0.00% |
| 22 | PRUDENTIAL FINANCIAL INC | 175K | $3.1M | +54.5% | 0.544% | 0.00% |
| 23 | Qube Research & Technologies Ltd | 169K | $3.0M | +75.3% | 0.524% | 0.00% |
| 24 | GOLDMAN SACHS GROUP INC | 158K | $2.8M | +67.1% | 0.491% | 0.00% |
| 25 | VANGUARD PORTFOLIO MANAGEMENT LLC | 153K | $2.7M | — | 0.474% | 0.00% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in BCAL — a direct measure of their conviction.
Filings activity in BCAL during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 149 | +4.9% | 60.22% | +2.16 pp | $383M | +3.7% |
| Q4 2025 | 142 | +26% | 58.06% | +5.72 pp | $369M | +11% |
| Q3 2025 | 113 | +2.7% | 52.34% | +0.63 pp | $333M | +1.2% |
| Q2 2025 | 110 | +3.8% | 51.71% | +5.19 pp | $329M | +11% |
| Q1 2025 | 106 | +6.0% | 46.52% | 6.25 pp | $296M | 12% |
| Q4 2024 | 100 | +5.3% | 52.77% | +6.84 pp | $335M | +15% |
| Q3 2024 | 95 | +67% | 45.93% | +22.37 pp | $292M | +95% |
| Q2 2024 | 57 | — | 23.56% | — | $150M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying BCAL stock.
Based on Q1 2026 13F filings, institutional ownership of Southern California Bancorp stands at 60.2%, held across 149 reporting institutions.
WELLINGTON MANAGEMENT GROUP LLP is the largest reported institutional holder of BCAL, with approximately 2,687,484 shares worth $0.05B as of Q1 2026.
No marquee "smart money" managers (Berkshire, Burry, ARK, Tiger Global, Pershing Square, Baupost, etc.) currently appear among the top 25 institutional holders of BCAL.
Our composite Smart Money Score for BCAL is 50 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
24 institutions opened new positions in BCAL during Q1 2026, while 17 fully exited. 52 added to existing positions and 73 trimmed.
BCAL institutional ownership rose by 2.16 percentage points quarter-over-quarter, with a net change of +7 holders.
The top 10 institutions account for 66.1% of all reported 13F value in BCAL, and the top 25 account for 84.6%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Southern California Bancorp (BCAL) Institutional Ownership