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 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

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