Southern California Bancorp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | 11/14/2025 | 2.45 M | $40.89 M | -0.83% | 7.50% |
| CASTLE CREEK CAPITAL PARTNERS VI, LP | 11/05/2025 | 2.34 M | $39.04 M | 0.00% | 7.16% |
| ENDEAVOUR CAPITAL ADVISORS INC | 11/07/2025 | 2.26 M | $37.74 M | -6.03% | 6.92% |
| WELLINGTON MANAGEMENT GROUP LLP | 11/14/2025 | 2.08 M | $34.69 M | 199.40% | 6.36% |
| BLACKROCK, INC. | 11/12/2025 | 1.41 M | $23.52 M | -0.55% | 4.31% |
| VANGUARD GROUP INC | 11/07/2025 | 1.31 M | $21.81 M | 0.02% | 4.00% |
| FOURTHSTONE LLC | 11/14/2025 | 1.30 M | $21.71 M | -40.57% | 3.98% |
| FJ CAPITAL MANAGEMENT LLC | 11/14/2025 | 1.27 M | $21.21 M | 0.00% | 3.89% |
| BANC FUNDS CO LLC | 11/14/2025 | 835.48 K | $13.94 M | -15.90% | 2.56% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11/14/2025 | 765.15 K | $12.76 M | -0.54% | 2.34% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 545.42 K | $9.10 M | -0.75% | 1.67% |
| STATE STREET CORP | 11/14/2025 | 439.86 K | $7.34 M | 2.63% | 1.35% |
| KENNEDY CAPITAL MANAGEMENT LLC | 11/13/2025 | 363.66 K | $6.07 M | 77.06% | 1.11% |
| MENDON CAPITAL ADVISORS CORP | 11/14/2025 | 341.34 K | $5.69 M | -6.48% | 1.04% |
| RMB CAPITAL MANAGEMENT, LLC | 11/13/2025 | 325.00 K | $5.42 M | -2.20% | 0.99% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 218.68 K | $3.65 M | 44.40% | 0.67% |
| SIENA CAPITAL PARTNERS GP, LLC | 11/12/2025 | 208.56 K | $3.48 M | 0.00% | 0.64% |
| PETIOLE USA LTD | 11/13/2025 | 195.60 K | $3.26 M | 0.00% | 0.60% |
| NORTHERN TRUST CORP | 11/14/2025 | 193.48 K | $3.23 M | -0.79% | 0.59% |
| HENNESSY ADVISORS INC | 10/20/2025 | 125.00 K | $2.09 M | 0.00% | 0.38% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2025 | 111.94 K | $1.87 M | 86.22% | 0.34% |
| MORGAN STANLEY | 11/14/2025 | 104.49 K | $1.74 M | 2.36% | 0.32% |
| MARSHALL WACE, LLP | 11/13/2025 | 103.09 K | $1.72 M | 16.08% | 0.32% |
| EJF CAPITAL LLC | 11/12/2025 | 95.36 K | $1.59 M | -16.49% | 0.29% |
| FIRST TRUST ADVISORS LP | 11/12/2025 | 87.12 K | $1.45 M | 321.15% | 0.27% |
| CERITY PARTNERS LLC | 10/22/2025 | 86.52 K | $1.44 M | 2.46% | 0.26% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2025 | 69.11 K | $1.15 M | 342.98% | 0.21% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 65.47 K | $1.09 M | 3.92% | 0.20% |
| BEDELL FRAZIER INVESTMENT COUNSELING, LLC | 11/12/2025 | 65.44 K | $1.09 M | -5.21% | 0.20% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 65.29 K | $1.09 M | -0.87% | 0.20% |
| EMPOWERED FUNDS, LLC | 11/13/2025 | 64.24 K | $1.07 M | 417.61% | 0.20% |
| MAI CAPITAL MANAGEMENT | 11/10/2025 | 63.59 K | $1.06 M | 0.00% | 0.19% |
| PACIFIC RIDGE CAPITAL PARTNERS, LLC | 11/12/2025 | 60.07 K | $1.00 M | 0.00% | 0.18% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 55.24 K | $921.35 K | 14.97% | 0.17% |
| PFG ADVISORS | 11/13/2025 | 54.59 K | $910.48 K | 0.00% | 0.17% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 54.57 K | $910.16 K | 26.54% | 0.17% |
| JANE STREET GROUP, LLC | 11/14/2025 | 54.41 K | $907.54 K | -35.80% | 0.17% |
| ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC | 11/12/2025 | 53.58 K | $893.70 K | 0.00% | 0.16% |
| BARCLAYS PLC | 11/12/2025 | 46.90 K | $782.21 K | 4.78% | 0.14% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 45.34 K | $756.24 K | 36.52% | 0.14% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 41.80 K | $698.40 K | -0.17% | 0.13% |
| PINNACLE ASSOCIATES LTD | 11/13/2025 | 41.50 K | $692.25 K | -16.28% | 0.13% |
| UBS GROUP AG | 11/13/2025 | 40.83 K | $681.08 K | -11.31% | 0.12% |
| HOLDCO ASSET MANAGEMENT, LP | 11/14/2025 | 40.53 K | $676.06 K | 0.00% | 0.12% |
| NUVEEN, LLC | 11/12/2025 | 39.95 K | $666.38 K | 0.00% | 0.12% |
| AQR CAPITAL MANAGEMENT LLC | 11/14/2025 | 38.27 K | $638.39 K | 274.31% | 0.12% |
| VANCE WEALTH, INC. | 11/14/2025 | 37.63 K | $627.72 K | 0.00% | 0.12% |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 11/14/2025 | 34.41 K | $573.89 K | 220.12% | 0.11% |
| CREATIVE PLANNING | 11/14/2025 | 29.40 K | $490.34 K | 38.28% | 0.09% |
| MARINER, LLC | 11/14/2025 | 29.27 K | $488.27 K | -2.09% | 0.09% |
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Southern California Bancorp institutional Ownership - FAQ's
During the previous two years, 131 institutional investors and hedge funds held shares of Southern California Bancorp. The most heavily invested institutionals were:
ALLIANCEBERNSTEIN L.P.: 2.45 M
Castle Creek Capital Partners VI, LP: 2.34 M
ENDEAVOUR CAPITAL ADVISORS INC: 2.26 M
WELLINGTON MANAGEMENT GROUP LLP: 2.08 M
BlackRock, Inc.: 1.41 M
VANGUARD GROUP INC: 1.31 M
65.17% of Southern California Bancorp stock is owned by institutional investors.
Institutional investors have bought a total of 22.11 M shares in the last 24 months. This purchase volume represents approximately $432.28 M in transactions.