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 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

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Hennessy Advisors Inc's BCAL Position: Q2 2026 in Review

Hennessy Advisors Inc reduced its Southern California Bancorp (BCAL) stake by 7.6% in Q2 2026, selling an estimated $152K and leaving 97,000 shares worth $2.02M. The position accounts for 0.06% of the portfolio, ranked #246.

Hennessy Advisors Inc first reported a position in BCAL in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.98M in Q4 2024. 15 funds tracked by Wall St. Rank hold BCAL as of Q2 2026.

Hennessy Advisors Inc held 97,000 shares of Southern California Bancorp worth $2.02M as of Q2 2026.
Hennessy Advisors Inc sold 8,000 Southern California Bancorp shares in Q2 2026, an estimated $152K.
Southern California Bancorp made up 0.06% of Hennessy Advisors Inc's portfolio in Q2 2026, its #246 holding.
Hennessy Advisors Inc first reported a position in Southern California Bancorp in Q1 2024 and has held it in 10 quarters since.
Hennessy Advisors Inc's Southern California Bancorp position peaked at $2.98M in Q4 2024.
15 funds tracked by Wall St. Rank held Southern California Bancorp as of Q2 2026.

Based on Hennessy Advisors Inc's 13F filing for Q2 2026, filed 16 Jul 2026.