Petiole USA’s Southern California Bancorp BCAL Stock Holding History

Petiole USA’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	$3.41M	Sell	192,304 -3,300	-2%	-$60.4K	2.38%	20
2025 Q4	$3.65M	Hold	195,604	–	–	2.37%	16
2025 Q3	$3.26M	Hold	195,604	–	–	2.25%	19
2025 Q2	$3.08M	Hold	195,604	–	–	2.18%	19
2025 Q1	$2.8M	Hold	195,604	–	–	1.98%	22
2024 Q4	$3.24M	Hold	195,604	–	–	2.04%	22
2024 Q3	$2.89M	Buy	195,604 +110,604	+130%	+$1.61M	1.89%	25
2024 Q2	$1.14M	Hold	85,000	–	–	0.96%	35
2024 Q1	$1.27M	Hold	85,000	–	–	0.99%	36
2023 Q4	$1.47M	Hold	85,000	–	–	1.09%	35
2023 Q3	$1.19M	Hold	85,000	–	–	1.09%	37
2023 Q2	$1.17M	Buy	+85,000	New	+$1.18M	1.14%	31

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