Mendon Capital Advisors’s Southern California Bancorp BCAL Stock Holding History

Mendon Capital Advisors’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	$7.17M	Buy	404,369 +149,491	+59%	+$2.74M	2.78%	12
2025 Q4	$4.76M	Sell	254,878 -86,462	-25%	-$1.59M	1.87%	27
2025 Q3	$5.69M	Sell	341,340 -23,660	-6%	-$389K	2.59%	18
2025 Q2	$5.75M	Sell	365,000 -66,139	-15%	-$943K	2.79%	14
2025 Q1	$6.18M	Sell	431,139 -12,556	-3%	-$195K	2.86%	13
2024 Q4	$7.34M	Buy	443,695 +28,458	+7%	+$458K	4.14%	9
2024 Q3	$6.14M	Buy	415,237 +410,377	+8,444%	+$5.97M	3.96%	10
2024 Q2	$1.31M	Sell	4,860 -16,508	-77%	-$229K	0.81%	36
2024 Q1	$319K	Sell	21,368 -234	-1%	-$3.7K	0.18%	46
2023 Q4	$375K	Buy	+21,602	New	+$324K	0.18%	52

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