Southern California Bancorp Strategic Asset Allocation Index

Latest as of June 2026: 61.6%

Southern California Bancorp strategic asset allocation index. Southern California Bancorp (BCAL) has a Strategic Asset Allocation Index of 61.6% as of June 2026. Strategic assets (PP&E of $- plus long-term investments of $361.55 Million) total $361.55 Million, measured against net assets of $586.64 Million. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See debt-free asset ratio of Southern California Bancorp to measure how much of total assets are equity-financed.

SAAI

61.6%
Strategic Assets / Net Assets

Strategic Assets

$361.55 Million
PP&E + LT Investments

PP&E

$-
USD

Net Assets

$586.64 Million
USD

Strategic Asset Allocation Index of Southern California Bancorp (2014–2025)

Strategic asset allocation index of Southern California Bancorp from 2014 to 2025. This chart shows how Southern California Bancorp's Strategic Asset Allocation Index has evolved across 12 annual periods from 2014 to 2025. As of June 2026, the index stands at 61.6%, representing strategic assets of $361.55 Million against net assets of $586.64 Million USD. Check tangible equity quality of Southern California Bancorp to evaluate the tangible quality of the company's equity base.

Southern California Bancorp Strategic Asset Allocation Index by Year (2014–2025)

Southern California Bancorp strategic asset allocation index by year from 2014 to 2025. The table below presents the year-by-year Strategic Asset Allocation Index for Southern California Bancorp from 2014 to 2025, covering 12 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For live market cap and overall valuation, see BCAL market cap overview.

Year SAAI Strategic Assets (USD) PP&E LT Investments Net Assets Change (pp)
2025 49.9% $287.83 Million $- $287.83 Million $576.59 Million ▲ +11.8 pp
2024 38.2% $195.28 Million $- $195.28 Million $511.84 Million ▼ -25.6 pp
2023 63.7% $183.65 Million $- $183.65 Million $288.15 Million ▼ -0.2 pp
2022 64.0% $166.53 Million $- $166.53 Million $260.36 Million ▲ +30.2 pp
2021 33.8% $83.28 Million $27.71 Million $55.57 Million $246.53 Million ▲ +10.2 pp
2020 23.5% $39.75 Million $15.05 Million $24.70 Million $168.88 Million ▲ +15.7 pp
2019 7.9% $9.47 Million $9.47 Million $- $120.52 Million ▼ -25.1 pp
2018 33.0% $33.44 Million $5.01 Million $28.43 Million $101.36 Million ▼ -23.3 pp
2017 56.3% $27.97 Million $4.56 Million $23.42 Million $49.70 Million ▲ +32.7 pp
2016 23.6% $10.51 Million $4.23 Million $6.28 Million $44.62 Million ▼ -9.5 pp
2015 33.0% $12.39 Million $4.25 Million $8.14 Million $37.51 Million ▲ +32.6 pp
2014 0.4% $131.72K $35.96K $95.75K $33.60 Million —
pp = percentage points