Hennessy Advisors Inc’s Southern California Bancorp BCAL Stock Holding History

Hennessy Advisors Inc’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 Q3	$2.03M	Sell	95,000 -2,000	-2%	-$42.7K	0.08%	226
2026 Q2	$2.02M	Sell	97,000 -8,000	-8%	-$152K	0.06%	246
2026 Q1	$1.86M	Sell	105,000 -10,000	-9%	-$183K	0.07%	234
2025 Q4	$2.15M	Sell	115,000 -10,000	-8%	-$184K	0.08%	222
2025 Q3	$2.08M	Hold	125,000	–	–	0.07%	228
2025 Q2	$1.97M	Hold	125,000	–	–	0.07%	232
2025 Q1	$1.79M	Sell	125,000 -55,000	-31%	-$854K	0.06%	237
2024 Q4	$2.98M	Sell	180,000 -10,000	-5%	-$161K	0.09%	194
2024 Q3	$2.81M	Buy	190,000 +66,000	+53%	+$960K	0.09%	214
2024 Q2	$1.67M	Buy	124,000 +10,000	+9%	+$139K	0.06%	239
2024 Q1	$1.7M	Buy	+114,000	New	+$1.8M	0.07%	230

Other funds holding BCAL

FJ Capital Management Mclean, Virginia $881M AUM 15.25% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Endeavour Capital Advisors Greenwich, Connecticut $502M AUM 15.27% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Banc Funds Company Chicago, Illinois $630M AUM 18.94% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Hennessy Advisors Inc's BCAL Position: Q3 2026 in Review

Hennessy Advisors Inc reduced its Southern California Bancorp (BCAL) stake by 2.1% in Q3 2026, selling an estimated $42.7K and leaving 95,000 shares worth $2.03M. The position accounts for 0.08% of the portfolio, ranked #226.

Hennessy Advisors Inc first reported a position in BCAL in Q1 2024 and has held it in 11 quarters since. The position peaked at $2.98M in Q4 2024. 112 funds tracked by Wall St. Rank hold BCAL as of Q3 2026.

Hennessy Advisors Inc held 95,000 shares of Southern California Bancorp worth $2.03M as of Q3 2026.
Hennessy Advisors Inc sold 2,000 Southern California Bancorp shares in Q3 2026, an estimated $42.7K.
Southern California Bancorp made up 0.08% of Hennessy Advisors Inc's portfolio in Q3 2026, its #226 holding.
Hennessy Advisors Inc first reported a position in Southern California Bancorp in Q1 2024 and has held it in 11 quarters since.
Hennessy Advisors Inc's Southern California Bancorp position peaked at $2.98M in Q4 2024.
112 funds tracked by Wall St. Rank held Southern California Bancorp as of Q3 2026.

Based on Hennessy Advisors Inc's 13F filing for Q3 2026, filed 28 Oct 2026.