Kennedy Capital Management’s Southern California Bancorp BCAL Stock Holding History

Kennedy Capital 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	$9.2M	Buy	441,542 +10,923	+3%	+$208K	0.16%	214
2026 Q1	$7.63M	Buy	430,619 +66,120	+18%	+$1.21M	0.16%	217
2025 Q4	$6.81M	Buy	364,499 +835	+0.2%	+$15.4K	0.14%	228
2025 Q3	$6.07M	Buy	363,664 +158,270	+77%	+$2.6M	0.13%	256
2025 Q2	$3.24M	Buy	205,394 +106,405	+107%	+$1.52M	0.08%	362
2025 Q1	$1.42M	Buy	98,989 +34,715	+54%	+$539K	0.03%	472
2024 Q4	$1.06M	Buy	64,274 +5,396	+9%	+$86.8K	0.02%	591
2024 Q3	$871K	Buy	+58,878	New	+$856K	0.02%	608

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

Kennedy Capital Management's BCAL Position: Q2 2026 in Review

Kennedy Capital Management increased its Southern California Bancorp (BCAL) stake by 2.5% in Q2 2026, buying an estimated $208K and bringing the position to 441,542 shares worth $9.2M. The position accounts for 0.16% of the portfolio, ranked #214.

Kennedy Capital Management first reported a position in BCAL in Q3 2024 and has held it in 8 quarters since. 147 funds tracked by Wall St. Rank hold BCAL as of Q2 2026.

Kennedy Capital Management held 441,542 shares of Southern California Bancorp worth $9.2M as of Q2 2026.
Kennedy Capital Management bought 10,923 Southern California Bancorp shares in Q2 2026, an estimated $208K.
Southern California Bancorp made up 0.16% of Kennedy Capital Management's portfolio in Q2 2026, its #214 holding.
Kennedy Capital Management first reported a position in Southern California Bancorp in Q3 2024 and has held it in 8 quarters since.
147 funds tracked by Wall St. Rank held Southern California Bancorp as of Q2 2026.

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