Woodward Diversified Capital’s Southern California Bancorp BCAL Stock Holding History

Woodward Diversified Capital’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	$257K	Buy	13,647 +60	+0.4%	+$1.1K	0.12%	151
2025 Q4	$254K	Buy	13,587 +87	+0.6%	+$1.6K	0.12%	150
2025 Q3	$225K	Hold	13,500	–	–	0.1%	167
2025 Q2	$213K	Buy	+13,500	New	+$192K	0.11%	159
2024 Q4	–	Sell	-13,500	Closed	-$200K	–	134
2024 Q3	$200K	Hold	13,500	–	–	0.13%	157
2024 Q2	$182K	Hold	13,500	–	–	0.11%	156
2024 Q1	$201K	Hold	13,500	–	–	0.13%	148
2023 Q4	$234K	Hold	13,500	–	–	0.15%	135
2023 Q3	$189K	Hold	13,500	–	–	0.14%	145
2023 Q2	$185K	Buy	+13,500	New	+$188K	0.14%	139

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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