Southern California Bancorp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | 05/15/2025 | 2.51 M | $36.03 M | -1.15% | 7.78% |
| ENDEAVOUR CAPITAL ADVISORS INC | 05/13/2025 | 2.45 M | $35.17 M | 0.00% | 7.59% |
| FOURTHSTONE LLC | 05/14/2025 | 2.41 M | $34.52 M | -19.96% | 7.45% |
| BLACKROCK, INC. | 05/02/2025 | 1.48 M | $21.25 M | -2.66% | 4.59% |
| VANGUARD GROUP INC | 05/09/2025 | 1.29 M | $18.50 M | 0.23% | 4.00% |
| BANC FUNDS CO LLC | 05/14/2025 | 1.18 M | $16.94 M | -11.16% | 3.66% |
| FJ CAPITAL MANAGEMENT LLC | 05/15/2025 | 1.06 M | $15.16 M | 300.58% | 3.27% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 05/15/2025 | 775.80 K | $11.12 M | -0.66% | 2.40% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/13/2025 | 552.89 K | $7.93 M | 2.39% | 1.71% |
| MENDON CAPITAL ADVISORS CORP | 05/21/2025 | 431.14 K | $6.18 M | -2.83% | 1.33% |
| RMB CAPITAL MANAGEMENT, LLC | 05/15/2025 | 409.63 K | $5.87 M | 0.00% | 1.27% |
| STATE STREET CORP | 05/15/2025 | 387.34 K | $5.55 M | 11.61% | 1.20% |
| SIENA CAPITAL PARTNERS GP, LLC | 05/15/2025 | 208.56 K | $2.99 M | 0.00% | 0.65% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 05/14/2025 | 197.99 K | $2.84 M | 100.00% | 0.61% |
| PETIOLE USA LTD | 05/14/2025 | 195.60 K | $2.80 M | 0.00% | 0.61% |
| NORTHERN TRUST CORP | 05/13/2025 | 187.05 K | $2.68 M | -4.29% | 0.58% |
| EJF CAPITAL LLC | 05/15/2025 | 173.86 K | $2.49 M | -0.94% | 0.54% |
| HENNESSY ADVISORS INC | 04/16/2025 | 125.00 K | $1.79 M | -30.56% | 0.39% |
| MORGAN STANLEY | 05/15/2025 | 123.47 K | $1.77 M | -12.18% | 0.38% |
| DIMENSIONAL FUND ADVISORS LP | 05/13/2025 | 108.02 K | $1.55 M | 0.21% | 0.33% |
| KENNEDY CAPITAL MANAGEMENT LLC | 05/13/2025 | 98.99 K | $1.42 M | 54.01% | 0.31% |
| CITADEL ADVISORS LLC | 05/15/2025 | 86.05 K | $1.23 M | 44.38% | 0.27% |
| CERITY PARTNERS LLC | 04/30/2025 | 85.28 K | $1.22 M | -0.12% | 0.26% |
| ADVISOR GROUP HOLDINGS, INC. | 05/12/2025 | 81.92 K | $1.17 M | 97.91% | 0.25% |
| BEDELL FRAZIER INVESTMENT COUNSELING, LLC | 05/14/2025 | 73.73 K | $1.06 M | 0.00% | 0.23% |
| UBS GROUP AG | 05/13/2025 | 71.29 K | $1.02 M | -0.42% | 0.22% |
| GOLDMAN SACHS GROUP INC | 05/16/2025 | 69.66 K | $998.16 K | 1.23% | 0.22% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/09/2025 | 68.27 K | $978.37 K | 0.02% | 0.21% |
| ZACKS INVESTMENT MANAGEMENT | 05/14/2025 | 64.90 K | $930.07 K | 100.00% | 0.20% |
| MAI CAPITAL MANAGEMENT | 05/15/2025 | 63.59 K | $911.19 K | -18.16% | 0.20% |
| BANK OF NEW YORK MELLON CORP | 04/29/2025 | 63.50 K | $909.88 K | -2.05% | 0.20% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2025 | 59.67 K | $855.06 K | 1.19% | 0.18% |
| PACIFIC RIDGE CAPITAL PARTNERS, LLC | 05/09/2025 | 54.35 K | $778.82 K | 16.33% | 0.17% |
| ROBERTSON STEPHENS WEALTH MANAGEMENT, LLC | 04/17/2025 | 53.58 K | $767.79 K | 0.00% | 0.17% |
| PFG ADVISORS | 05/06/2025 | 52.95 K | $758.77 K | 0.00% | 0.16% |
| MARINER, LLC | 05/15/2025 | 50.44 K | $722.75 K | -41.21% | 0.16% |
| BANK OF AMERICA CORP /DE/ | 05/15/2025 | 44.89 K | $643.23 K | -18.52% | 0.14% |
| WELLINGTON MANAGEMENT GROUP LLP | 05/13/2025 | 44.79 K | $641.81 K | -2.56% | 0.14% |
| AMERICAN CENTURY COMPANIES INC | 05/13/2025 | 41.75 K | $598.24 K | 6.82% | 0.13% |
| VANCE WEALTH, INC. | 05/14/2025 | 37.63 K | $539.28 K | 0.00% | 0.12% |
| RAYMOND JAMES FINANCIAL INC | 05/13/2025 | 37.29 K | $534.29 K | -3.76% | 0.12% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/14/2025 | 36.93 K | $529.24 K | 156.21% | 0.11% |
| 05/12/2025 | 30.41 K | $435.70 K | 100.00% | 0.09% | |
| SAGEVIEW ADVISORY GROUP, LLC | 05/19/2025 | 29.05 K | $416.29 K | 0.00% | 0.09% |
| AMERIPRISE FINANCIAL INC | 05/14/2025 | 29.04 K | $416.07 K | 100.00% | 0.09% |
| BARCLAYS PLC | 05/15/2025 | 28.01 K | $401.00 K | -29.64% | 0.09% |
| JPMORGAN CHASE & CO | 05/12/2025 | 27.97 K | $400.85 K | -61.02% | 0.09% |
| RHUMBLINE ADVISERS | 05/29/2025 | 27.84 K | $398.88 K | -4.54% | 0.09% |
| KEYSTONE WEALTH SERVICES, LLC | 04/17/2025 | 27.82 K | $398.72 K | 0.00% | 0.09% |
| JANE STREET GROUP, LLC | 05/19/2025 | 24.90 K | $356.87 K | 100.00% | 0.08% |
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Southern California Bancorp institutional Ownership - FAQ's
During the previous two years, 119 institutional investors and hedge funds held shares of Southern California Bancorp. The most heavily invested institutionals were:
ALLIANCEBERNSTEIN L.P.: 2.51 M
ENDEAVOUR CAPITAL ADVISORS INC: 2.45 M
Fourthstone LLC: 2.41 M
BlackRock, Inc.: 1.48 M
VANGUARD GROUP INC: 1.29 M
BANC FUNDS CO LLC: 1.18 M
56.43% of Southern California Bancorp stock is owned by institutional investors.
Institutional investors have bought a total of 19.05 M shares in the last 24 months. This purchase volume represents approximately $270.70 M in transactions.