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 Q2	$284K	Hold	13,647	–	–	0.13%	146
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

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

Woodward Diversified Capital's BCAL Position: Q2 2026 in Review

Woodward Diversified Capital held its Southern California Bancorp (BCAL) position steady in Q2 2026 at 13,647 shares worth $284K. The position accounts for 0.13% of the portfolio, ranked #146.

Woodward Diversified Capital first reported a position in BCAL in Q2 2023 and has held it in 11 quarters since. 146 funds tracked by Wall St. Rank hold BCAL as of Q2 2026.

Woodward Diversified Capital held 13,647 shares of Southern California Bancorp worth $284K as of Q2 2026.
Woodward Diversified Capital left its Southern California Bancorp share count unchanged in Q2 2026.
Southern California Bancorp made up 0.13% of Woodward Diversified Capital's portfolio in Q2 2026, its #146 holding.
Woodward Diversified Capital first reported a position in Southern California Bancorp in Q2 2023 and has held it in 11 quarters since.
146 funds tracked by Wall St. Rank held Southern California Bancorp as of Q2 2026.

Based on Woodward Diversified Capital's 13F filing for Q2 2026, filed 28 Jul 2026.