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 Q2	$3.96M	Sell	189,804 -2,500	-1%	-$47.6K	2.84%	16
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 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

Petiole USA's BCAL Position: Q2 2026 in Review

Petiole USA reduced its Southern California Bancorp (BCAL) stake by 1.3% in Q2 2026, selling an estimated $47.6K and leaving 189,804 shares worth $3.96M. The position accounts for 2.84% of the portfolio, ranked #16.

Petiole USA first reported a position in BCAL in Q2 2023 and has held it in 13 quarters since. 146 funds tracked by Wall St. Rank hold BCAL as of Q2 2026.

Petiole USA held 189,804 shares of Southern California Bancorp worth $3.96M as of Q2 2026.
Petiole USA sold 2,500 Southern California Bancorp shares in Q2 2026, an estimated $47.6K.
Southern California Bancorp made up 2.84% of Petiole USA's portfolio in Q2 2026, its #16 holding.
Petiole USA first reported a position in Southern California Bancorp in Q2 2023 and has held it in 13 quarters since.
146 funds tracked by Wall St. Rank held Southern California Bancorp as of Q2 2026.

Based on Petiole USA's 13F filing for Q2 2026, filed 13 Aug 2026.