EJF Capital’s Southern California Bancorp BCAL Stock Holding History

EJF Capital’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
2026 Q1	$468K	Sell	26,418 -1,682	-6%	-$30.8K	0.33%	61
2025 Q4	$525K	Sell	28,100 -67,259	-71%	-$1.24M	0.3%	63
2025 Q3	$1.59M	Sell	95,359 -18,835	-16%	-$309K	0.92%	45
2025 Q2	$1.8M	Sell	114,194 -59,663	-34%	-$850K	1.43%	32
2025 Q1	$2.49M	Sell	173,857 -1,655	-0.9%	-$25.7K	1.58%	28
2024 Q4	$2.9M	Buy	175,512 +9,968	+6%	+$160K	1.99%	17
2024 Q3	$2.45M	Buy	165,544 +111,083	+204%	+$1.62M	1.63%	25
2024 Q2	$734K	Sell	54,461 -8,718	-14%	-$121K	0.54%	52
2024 Q1	$942K	Sell	63,179 -41,138	-39%	-$650K	0.65%	49
2023 Q4	$1.81M	Sell	104,317 -3,631	-3%	-$54.5K	0.95%	42
2023 Q3	$1.51M	Sell	107,948 -5,700	-5%	-$83.8K	0.66%	39
2023 Q2	$1.56M	Buy	+113,648	New	+$1.58M	0.72%	37

Other funds holding BCAL

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return