Y-Intercept (HK)’s Southern California Bancorp BCAL Stock Holding History

Y-Intercept (HK)’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	–	Sell	-56,251	Closed	-$997K	–	1718
2026 Q1	$997K	Buy	+56,251	New	+$1.03M	0.02%	1025

Other funds holding BCAL

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return