BCAL — Southern California Bancorp

Ownership history in HENNESSY ADVISORS INC  ·  9 quarters on record

AI Ownership Summary

HENNESSY ADVISORS INC reported Southern California Bancorp (BCAL) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.09% in 2024 Q3. The latest visible filing shows BCAL at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BCAL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HENNESSY ADVISORS INC's position in Southern California Bancorp, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BCAL was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BCAL stock page HENNESSY ADVISORS INC fund profile HENNESSY ADVISORS INC full holdings
How HENNESSY ADVISORS INC held BCAL — position size vs. price
% of Fund (quarterly)    BCAL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 105,000 -10,000 -8.7% 0.07% $1.9M 2026-04-21 $18.55
2025 Q4 REDUCED 115,000 -10,000 -8.0% 0.08% $2.1M 2026-01-27 $18.32
2025 Q3 UNCHANGED 125,000 — 0% 0.07% $2.1M 2025-10-20 $16.41
2025 Q2 UNCHANGED 125,000 — 0% 0.07% $2.0M 2025-07-21 $16.19
2025 Q1 REDUCED 125,000 -55,000 -30.6% 0.06% $1.8M 2025-04-16 $12.42
2024 Q4 REDUCED 180,000 -10,000 -5.3% 0.09% $3.0M 2025-01-15 $15.12
2024 Q3 ADDED 190,000 +66,000 +53.2% 0.09% $2.8M 2024-10-16 $14.24
2024 Q2 ADDED 124,000 +10,000 +8.8% 0.06% $1.7M 2024-07-23 $14.59
2024 Q1 INITIATED 114,000 — — 0.07% $1.7M 2024-04-16 $14.07

🏢 Other funds also holding BCAL

As of 2026 Q1 — sorted by position size

Daytona Street Capital LLC 0.07% Perigon Wealth Management, LLC 3Y 7Y 0.0% Mesirow Financial Investment Management, Inc. 3Y 7Y 0.0% Versant Capital Management, Inc 3Y 7Y 0.0% State of Alaska, Department of Revenue 3Y 7Y 0.0% GAMMA Investing LLC 0.0% True Wealth Design, LLC 3Y 0.0% SG Americas Securities, LLC 3Y 7Y 0.0% IFP Advisors, Inc 3Y 7Y 0.0% Farther Finance Advisors, LLC 0.0%

FAQ About HENNESSY ADVISORS INC and BCAL

These are the practical questions this page is built to answer before you even open the full history table.

How long has HENNESSY ADVISORS INC reported owning BCAL?

HENNESSY ADVISORS INC reported BCAL across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported BCAL position in HENNESSY ADVISORS INC's portfolio?

The largest reported portfolio weight for BCAL was 0.09% in 2024 Q3.

What is the latest reported BCAL position on this page?

The most recent filing on this page is 2026 Q1, when HENNESSY ADVISORS INC reported 105,000 shares, equal to 0.07% of portfolio, with an estimated market value of $1.9M.

What does the chart on this BCAL ownership page compare?

The chart compares HENNESSY ADVISORS INC's quarterly BCAL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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