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BHZ Capital Management’s Southern California Bancorp BCAL Stock Holding History

BHZ Capital Management’s Portfolio BCAL Stock Details BCAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-161,367
Closed -$2.8M – 44
2023
Q4 		$2.8M Sell
161,367
-23,381
-13% -$351K 1.48% 14
2023
Q3 		$2.59M Sell
184,748
-136,425
-42% -$2.01M 2.14% 9
2023
Q2 		$4.41M Buy
+321,173
New +$4.47M 3.09% 6

Other funds holding BCAL

CCCPV
Castle Creek Capital Partners VI San Diego, California $55.9M AUM 7.91% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
FL
Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
SCP
Siena Capital Partners Chicago, Illinois $385M AUM 11.48% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return

BHZ Capital Management's BCAL Position: Q1 2024 in Review

BHZ Capital Management sold out of Southern California Bancorp (BCAL) in Q1 2024, closing a stake of 161,367 shares — an estimated $2.8M sold.

BHZ Capital Management first reported a position in BCAL in Q2 2023 and held it in 3 quarters. The position peaked at $4.41M in Q2 2023. 49 funds tracked by Wall St. Rank hold BCAL as of Q1 2024.

  • BHZ Capital Management reported no remaining Southern California Bancorp position as of Q1 2024 after selling out during the quarter.
  • BHZ Capital Management sold 161,367 Southern California Bancorp shares in Q1 2024, an estimated $2.8M.
  • BHZ Capital Management first reported a position in Southern California Bancorp in Q2 2023 and held it in 3 quarters.
  • BHZ Capital Management's Southern California Bancorp position peaked at $4.41M in Q2 2023.
  • 49 funds tracked by Wall St. Rank held Southern California Bancorp as of Q1 2024.

Based on BHZ Capital Management's 13F filing for Q1 2024, filed 13 May 2024.