Southern California Bancorp CA

-

Stock Issuer and Owners

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
Southern California Bancorp CA
TickerBCAL
CIK #0001795815
CUSIP84252A106
SectorFinance - National Commercial Banks
Address12265 El Camino Real, Suite 100, San Diego, CA 92130
Source [EDGAR]
Reg D Offering (Form D) Filed Raised Terms
Southern California Bancorp CA 2021-01-04 42.0 M Exemption: 506(b) · Minimum: $24,000 · Duration: One year or less · Commission: $2,519,948 · Revenue: Decline to Disclose
CIK Filing 2011 - 2026
[0001795815] 10-K
[0001795815] 10-Q
[0001795815] 3
[0001795815] 4
[0001795815] 5
[0001795815] 8-K
[0001795815] D
[0001795815] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
FJ Capital Management LLC California Bancorp CA [2026-01-29] 0.0
Wellington Management Group LLP California Bancorp CA [2025-11-12] 0.0
Castle Creek Capital Partners VI LP Southern California Bancorp CA [2024-02-09] 12.7
Fourthstone LLC Southern California Bancorp CA [2023-02-14] 7.88
Banc Funds Co LLC Southern California Bancorp CA [2021-02-11] 2.4
Form 3/4/5 Filer 2011 - 2026
Wirfel Michelle
California BanCorp CA
Carandang Jean
Cullen Kevin J
Di Tomaso Frank
Machado Lester
Cortese Stephen A
Williams Anne A
Volk David J
Armanino Andrew J
Muller Frank L
Klein Rochelle G
Hernandez Richard
Rainer David I
Nutz Peter
Dolan Thomas G
Liska Martin
Merchant Manisha
Yeung Joann
Shelton Steven E
Martin Ricardo
Sa Thomas A
Farkash John
Golds Irwin
Varjavand Kaveh
Wolman Anita
Castle Creek Capital VI LLC
Castle Creek Capital Partners VI LP
Dolan Thomas J
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Wirfel Michelle
Common Stock
2026-03-25 Tax withheld 595 $17.55 10,442
Wirfel Michelle
Common Stock
2026-03-21 Tax withheld 93 $17.32 1,611
Dolan Thomas G
Common Stock
2026-03-16 Gift 2,050 $0.00
Dolan Thomas G
Common Stock
2026-03-13 Gift 2,050 $0.00
Wirfel Michelle
Common Stock
2026-03-08 Tax withheld 635 $17.96 11,405
Carandang Jean
Common Stock
2026-03-06 Sell 8,000 $17.90 143,200
Wirfel Michelle
Common Stock
2026-03-02 Grant 13,461 $0.00
Merchant Manisha
Common Stock
2026-03-02 Grant 12,916 $0.00
Liska Martin
Common Stock
2026-03-02 Grant 5,450 $0.00
Rainer David I
Common Stock
2026-03-02 Grant 28,774 $0.00
Yeung Joann
Common Stock
2026-03-02 Grant 5,995 $0.00
Carandang Jean
Common Stock
2026-03-02 Grant 6,812 $0.00
Rainer David I
Common Stock
2026-03-02 Grant 65,396 $0.00
Dolan Thomas G
Common Stock
2026-03-02 Grant 19,619 $0.00
Nutz Peter
Common Stock
2026-03-02 Grant 11,445 $0.00
Dolan Thomas G
Common Stock
2026-03-02 Grant 15,941 $0.00
Hernandez Richard
Common Stock
2026-03-02 Grant 15,055 $0.00
Liska Martin
Common Stock
2026-03-01 Tax withheld 861 $18.31 15,765
Wirfel Michelle
Common Stock
2026-03-01 Tax withheld 256 $18.31 4,687
Nutz Peter
Common Stock
2026-03-01 Tax withheld 166 $18.31 3,039
showing 20 of 200 most recent transactions
13F Ownership Over TimeHoldersShares Held
2026-03-31 154 21,650,211
2025-12-31 145 19,811,283
2025-09-30 118 21,319,591
2025-06-30 112 20,932,174
2025-03-31 106 20,576,681
2024-12-31 101 20,371,420
2024-09-30 97 19,937,765
2024-06-30 61 11,225,014
2024-03-31 50 10,363,128
2023-12-31 43 10,294,190
2023-09-30 35 6,549,244
2023-06-30 27 7,236,805
Form 13F Holdings
Firm Period DFND Voting Shares
Hennessy Advisors Inc [2026-06-30] SOLE 97,000 97,000
PFG Advisors [2026-06-30] SOLE 0 54,450
Curated Wealth Partners LLC [2026-06-30] OTR 0 20,000
Aspiriant LLC [2026-06-30] SOLE 0 13,912
Versant Capital Management Inc [2026-06-30] SOLE 1,584 1,584
Alaska Retirement Management Board [2026-06-30] SOLE 1,309 1,309
Gamma Investing LLC [2026-06-30] DFND 202 202
IFP Advisors LLC [2026-06-30] SOLE 115 115
True Wealth Design LLC [2026-06-30] SOLE 0 44
Physician Wealth Advisors Inc [2026-06-30] SOLE 0 26
Farther Finance Advisors LLC [2026-06-30] SOLE 0 11
Prev | Page 1 | Next
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com