Empowered Funds’s Southern California Bancorp BCAL Stock Holding History

Empowered Funds’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 Q2	$3.14M	Buy	150,757 +10,630	+8%	+$202K	0.02%	943
2026 Q1	$2.48M	Buy	140,127 +29,003	+26%	+$531K	0.02%	985
2025 Q4	$2.07M	Buy	111,124 +46,888	+73%	+$862K	0.04%	470
2025 Q3	$1.07M	Buy	64,236 +51,826	+418%	+$851K	0.01%	1158
2025 Q2	$196K	Buy	12,410 +441	+4%	+$6.29K	﹤0.01%	1652
2025 Q1	$172K	Buy	11,969 +704	+6%	+$10.9K	﹤0.01%	1526
2024 Q4	$186K	Buy	11,265 +455	+4%	+$7.32K	﹤0.01%	1511
2024 Q3	$160K	Buy	+10,810	New	+$157K	﹤0.01%	1347

Other funds holding BCAL

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

ECA

Endeavour Capital Advisors Greenwich, Connecticut $487M AUM 31.85% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Empowered Funds's BCAL Position: Q2 2026 in Review

Empowered Funds increased its Southern California Bancorp (BCAL) stake by 7.6% in Q2 2026, buying an estimated $202K and bringing the position to 150,757 shares worth $3.14M. The position accounts for 0.02% of the portfolio, ranked #943.

Empowered Funds first reported a position in BCAL in Q3 2024 and has held it in 8 quarters since. 146 funds tracked by Wall St. Rank hold BCAL as of Q2 2026.

Empowered Funds held 150,757 shares of Southern California Bancorp worth $3.14M as of Q2 2026.
Empowered Funds bought 10,630 Southern California Bancorp shares in Q2 2026, an estimated $202K.
Southern California Bancorp made up 0.02% of Empowered Funds's portfolio in Q2 2026, its #943 holding.
Empowered Funds first reported a position in Southern California Bancorp in Q3 2024 and has held it in 8 quarters since.
146 funds tracked by Wall St. Rank held Southern California Bancorp as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.