HoldCo Asset Management’s Southern California Bancorp BCAL Stock Holding History

HoldCo Asset 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
2026 Q2	$845K	Hold	40,531	–	–	0.05%	24
2026 Q1	$718K	Hold	40,531	–	–	0.05%	25
2025 Q4	$757K	Hold	40,531	–	–	0.06%	25
2025 Q3	$676K	Hold	40,531	–	–	0.07%	21
2025 Q2	$639K	Buy	+40,531	New	+$578K	0.1%	19
2024 Q3	$599K	Hold	40,531	–	–	3.17%	13
2024 Q2	$546K	Hold	40,531	–	–	3.34%	11
2024 Q1	$604K	Hold	40,531	–	–	3.61%	11
2023 Q4	$703K	Hold	40,531	–	–	1.98%	16
2023 Q3	$568K	Hold	40,531	–	–	1.59%	18
2023 Q2	$556K	Buy	+40,531	New	+$564K	0.35%	19

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

HoldCo Asset Management's BCAL Position: Q2 2026 in Review

HoldCo Asset Management held its Southern California Bancorp (BCAL) position steady in Q2 2026 at 40,531 shares worth $845K. The position accounts for 0.05% of the portfolio, ranked #24.

HoldCo Asset Management first reported a position in BCAL in Q2 2023 and has held it in 11 quarters since. 146 funds tracked by Wall St. Rank hold BCAL as of Q2 2026.

HoldCo Asset Management held 40,531 shares of Southern California Bancorp worth $845K as of Q2 2026.
HoldCo Asset Management left its Southern California Bancorp share count unchanged in Q2 2026.
Southern California Bancorp made up 0.05% of HoldCo Asset Management's portfolio in Q2 2026, its #24 holding.
HoldCo Asset Management first reported a position in Southern California Bancorp in Q2 2023 and has held it in 11 quarters since.
146 funds tracked by Wall St. Rank held Southern California Bancorp as of Q2 2026.

Based on HoldCo Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.