Southern California Bancorp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ENDEAVOUR CAPITAL ADVISORS INC | 08/13/2025 | 2.41 M | $37.94 M | -1.91% | 7.37% |
| CASTLE CREEK CAPITAL PARTNERS VI, LP | 08/12/2025 | 2.34 M | $36.89 M | 0.00% | 7.16% |
| FOURTHSTONE LLC | 08/14/2025 | 2.19 M | $34.51 M | -9.11% | 6.70% |
| BLACKROCK, INC. | 08/12/2025 | 1.42 M | $22.35 M | -4.38% | 4.34% |
| VANGUARD GROUP INC | 08/11/2025 | 1.31 M | $20.60 M | 1.24% | 4.00% |
| FJ CAPITAL MANAGEMENT LLC | 08/14/2025 | 1.27 M | $20.04 M | 20.20% | 3.89% |
| BANC FUNDS CO LLC | 08/14/2025 | 993.40 K | $15.66 M | -15.95% | 3.04% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 08/14/2025 | 769.32 K | $12.12 M | -0.84% | 2.35% |
| WELLINGTON MANAGEMENT GROUP LLP | 08/14/2025 | 694.68 K | $10.95 M | 1,451.05% | 2.13% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/08/2025 | 549.57 K | $8.66 M | -0.60% | 1.68% |
| STATE STREET CORP | 08/14/2025 | 428.59 K | $6.75 M | 10.65% | 1.31% |
| MENDON CAPITAL ADVISORS CORP | 08/14/2025 | 365.00 K | $5.75 M | -15.34% | 1.12% |
| RMB CAPITAL MANAGEMENT, LLC | 08/14/2025 | 332.32 K | $5.24 M | -18.87% | 1.02% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 08/14/2025 | 222.89 K | $3.51 M | 12.58% | 0.68% |
| SIENA CAPITAL PARTNERS GP, LLC | 07/30/2025 | 208.56 K | $3.29 M | 0.00% | 0.64% |
| KENNEDY CAPITAL MANAGEMENT LLC | 08/13/2025 | 205.39 K | $3.24 M | 107.49% | 0.63% |
| PETIOLE USA LTD | 08/13/2025 | 195.60 K | $3.08 M | 0.00% | 0.60% |
| NORTHERN TRUST CORP | 08/13/2025 | 195.02 K | $3.07 M | 4.26% | 0.60% |
| DIMENSIONAL FUND ADVISORS LP | 08/12/2025 | 151.44 K | $2.39 M | 40.20% | 0.46% |
| HENNESSY ADVISORS INC | 07/21/2025 | 125.00 K | $1.97 M | 0.00% | 0.38% |
| EJF CAPITAL LLC | 08/14/2025 | 114.19 K | $1.80 M | -34.32% | 0.35% |
| MARSHALL WACE, LLP | 08/13/2025 | 88.81 K | $1.40 M | 305.94% | 0.27% |
| JANE STREET GROUP, LLC | 08/14/2025 | 84.75 K | $1.34 M | 240.29% | 0.26% |
| CERITY PARTNERS LLC | 08/13/2025 | 84.44 K | $1.33 M | -0.98% | 0.26% |
| BEDELL FRAZIER INVESTMENT COUNSELING, LLC | 08/11/2025 | 69.04 K | $1.09 M | -6.37% | 0.21% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2025 | 65.86 K | $1.04 M | -3.54% | 0.20% |
| MAI CAPITAL MANAGEMENT | 08/12/2025 | 63.59 K | $1.00 M | 0.00% | 0.19% |
| BANK OF NEW YORK MELLON CORP | 08/05/2025 | 63.00 K | $992.93 K | -0.77% | 0.19% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2025 | 60.11 K | $947.33 K | 0.74% | 0.18% |
| PACIFIC RIDGE CAPITAL PARTNERS, LLC | 08/11/2025 | 60.07 K | $946.72 K | 10.53% | 0.18% |
| PFG ADVISORS | 08/07/2025 | 54.59 K | $860.26 K | 3.09% | 0.17% |
| ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC | 07/24/2025 | 53.58 K | $844.41 K | 0.00% | 0.16% |
| PINNACLE ASSOCIATES LTD | 08/04/2025 | 49.57 K | $781.29 K | 100.00% | 0.15% |
| AMERICAN CENTURY COMPANIES INC | 08/12/2025 | 48.05 K | $757.19 K | 15.09% | 0.15% |
| UBS GROUP AG | 08/14/2025 | 46.04 K | $725.56 K | -35.42% | 0.14% |
| BARCLAYS PLC | 08/14/2025 | 44.76 K | $706.00 K | 59.80% | 0.14% |
| BANK OF AMERICA CORP /DE/ | 08/14/2025 | 43.12 K | $679.57 K | -3.94% | 0.13% |
| ADVISOR GROUP HOLDINGS, INC. | 09/04/2025 | 41.87 K | $659.87 K | -48.89% | 0.13% |
| HOLDCO ASSET MANAGEMENT, LP | 08/14/2025 | 40.53 K | $638.77 M | 100.00% | 0.12% |
| NUVEEN, LLC | 08/12/2025 | 39.95 K | $629.63 K | 31.40% | 0.12% |
| AMERIPRISE FINANCIAL INC | 08/14/2025 | 38.40 K | $605.18 K | 32.25% | 0.12% |
| VANCE WEALTH, INC. | 08/13/2025 | 37.63 K | $593.10 K | 0.00% | 0.12% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2025 | 36.78 K | $579.62 K | -1.36% | 0.11% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2025 | 32.74 K | $515.92 K | -11.36% | 0.10% |
| TREXQUANT INVESTMENT LP | 08/12/2025 | 30.78 K | $485.01 K | 100.00% | 0.09% |
| MARINER, LLC | 08/14/2025 | 29.90 K | $471.21 K | -40.72% | 0.09% |
| SAGEVIEW ADVISORY GROUP, LLC | 08/13/2025 | 29.05 K | $466.83 K | 0.00% | 0.09% |
| KEYSTONE WEALTH SERVICES, LLC | 07/09/2025 | 27.82 K | $438.51 K | 0.00% | 0.09% |
| RHUMBLINE ADVISERS | 08/12/2025 | 25.24 K | $397.71 K | -9.34% | 0.08% |
| NAVALIGN, LLC | 08/05/2025 | 22.80 K | $359.33 K | 0.00% | 0.07% |
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Southern California Bancorp institutional Ownership - FAQ's
During the previous two years, 122 institutional investors and hedge funds held shares of Southern California Bancorp. The most heavily invested institutionals were:
Castle Creek Capital Partners VI, LP: 2.34 M
ENDEAVOUR CAPITAL ADVISORS INC: 2.26 M
HENNESSY ADVISORS INC: 125,000
Cerity Partners LLC: 86,522
Bank of New York Mellon Corp: 65,473
Keystone Wealth Services, LLC: 27,824
55.98% of Southern California Bancorp stock is owned by institutional investors.
Institutional investors have bought a total of 19.00 M shares in the last 24 months. This purchase volume represents approximately $357.93 M in transactions.