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California BanCorp

BCAL
Exchange
Nasdaq
Industry
National Commercial Banks
SEC CIK
0001795815

In the last 90 days, California BanCorp insiders filed 1 open-market purchase and 1 sale; 146 institutions reported holding it in 13F filings for Q2 2026, worth $469.5M in total; no superinvestor holds it.

13F holders, Q4 2023

Institutional positions in California BanCorp as of Dec 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
42
+6 vs. Q3 2023
Shares held
10.3M
+2.57M (+33.3%) vs. Q3 2023
Total value
$178.5M
+$70.4M (+65.1%) vs. Q3 2023
New holders
11
6 more added
Sold out
5
10 more reduced

1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting BCAL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2023: 42 institutions
Q1 2021: 2 institutionsQ2 2021: 2 institutionsQ3 2021: 2 institutionsQ4 2021: 2 institutionsQ1 2022: 2 institutionsQ2 2022: 2 institutionsQ3 2022: 2 institutionsQ4 2022: 2 institutionsQ1 2023: 2 institutionsQ2 2023: 26 institutionsQ3 2023: 37 institutionsQ4 2023: 42 institutionsQ1 2024: 49 institutionsQ2 2024: 60 institutionsQ3 2024: 96 institutionsQ4 2024: 100 institutionsQ1 2025: 104 institutionsQ2 2025: 111 institutionsQ3 2025: 118 institutionsQ4 2025: 146 institutionsQ1 2026: 155 institutionsQ2 2026: 146 institutions
Value heldQ4 2023: $178.5M
Q1 2021: $16.7MQ2 2021: $13.6MQ3 2021: $14.8MQ4 2021: $14.1MQ1 2022: $14.6MQ2 2022: $14.0MQ3 2022: $12.6MQ4 2022: $12.1MQ1 2023: $9.82MQ2 2023: $99.3MQ3 2023: $108.9MQ4 2023: $178.5MQ1 2024: $153.7MQ2 2024: $151.1MQ3 2024: $294.5MQ4 2024: $336.9MQ1 2025: $294.9MQ2 2025: $330.8MQ3 2025: $355.3MQ4 2025: $372.2MQ1 2026: $389.1MQ2 2026: $469.5M
Institutions holding BCAL and their total value by quarter
QuarterHoldersValue
Q2 2026146$469.5M
Q1 2026155$389.1M
Q4 2025146$372.2M
Q3 2025118$355.3M
Q2 2025111$330.8M
Q1 2025104$294.9M
Q4 2024100$336.9M
Q3 202496$294.5M
Q2 202460$151.1M
Q1 202449$153.7M
Q4 202342$178.5M
Q3 202337$108.9M
Q2 202326$99.3M
Q1 20232$9.82M
Q4 20222$12.1M
Q3 20222$12.6M
Q2 20222$14.0M
Q1 20222$14.6M
Q4 20212$14.1M
Q3 20212$14.8M
Q2 20212$13.6M
Q1 20212$16.7M

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding California BanCorp; share changes are against Q3 2023.

Institutions holding BCAL in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Castle Creek Capital Partners VI, LP2,340,719$40.6M28.21%+2,340,719New
Alliancebernstein L.P.1,748,462$30.3M0.01%−41,367−2.3%Reduced
Fourthstone LLC1,486,667$25.8M5.22%−340,640−18.6%Reduced
Endeavour Capital Advisors Inc1,101,742$19.1M6.41%+800+0.1%Added
Vanguard Group Inc723,692$12.6M0.00%+547,360+310.4%Added
FJ Capital Management LLC559,323$9.70M0.97%00.0%Unchanged
Banc Funds Co LLC317,581$5.51M0.54%−28,419−8.2%Reduced
Manufacturers Life Insurance Company, The261,632$4.54M0.00%00.0%Unchanged
Siena Capital Partners GP, LLC208,556$3.62M1.13%00.0%Unchanged
Boothbay Fund Management, LLC185,000$3.21M0.12%+10,000+5.7%Added
BHZ Capital Management, LP161,367$2.80M2.63%−23,381−12.7%Reduced
BlackRock Inc.146,427$2.54M0.00%00.0%Unchanged
Geode Capital Management, LLC126,240$2.19M0.00%+66,739+112.2%Added
EJF Capital LLC104,317$1.81M0.95%−3,631−3.4%Reduced
Petiole USA ltd85,000$1.47M1.09%00.0%Unchanged
PMC FIG Opportunities LLC76,900$1.33M3.70%−2,600−3.3%Reduced
Eclectic Associates Inc72,441$1.26M0.60%00.0%Unchanged
PFG Advisors52,950$918.7K0.07%00.0%Unchanged
Susquehanna International Group, LLP50,845$882.2K0.00%+34,009+202.0%Added
Wellington Management Group LLP43,364$752.4K0.00%00.0%Unchanged
Jacobs Asset Management, LLC41,233$715.4K0.56%−48,954−54.3%Reduced
Vance Wealth, Inc.40,982$711.0K0.31%00.0%Unchanged
Lincoln National Corp40,960$710.7K0.01%00.0%Unchanged
HoldCo Asset Management, L.P.40,531$703.2K1.98%00.0%Unchanged
SageView Advisory Group, LLC39,050$650.2K0.03%−1,340−3.3%Reduced
UBS Group AG33,557$582.2K0.00%−1,180−3.4%Reduced
Wells Fargo & Company29,744$516.1K0.00%+50.0%Added
Navalign, LLC22,800$395.6K0.14%00.0%Unchanged
ELCO Management Co., LLC21,602$374.8K0.25%00.0%Unchanged
Mendon Capital Advisors Corp21,602$374.8K0.18%+21,602New
Northern Trust Corp15,270$264.9K0.00%+15,270New
ExodusPoint Capital Management, LP14,468$251.0K0.00%+14,468New
Woodward Diversified Capital, LLC13,500$234.2K0.15%00.0%Unchanged
Citigroup Inc13,304$230.8K0.00%+13,304New
Citadel Advisors LLC10,671$185.1K0.00%+10,671New
Mesirow Financial Investment Management, Inc.10,668$185.1K0.01%+10,668New
Kestra Advisory Services, LLC10,417$180.7K0.00%+10,417New
Bank of America Corp7,639$132.5K0.00%+7,639New
Morgan Stanley5,389$93.5K0.00%−1,500−21.8%Reduced
JPMorgan Chase & Co812$14.1K0.00%+812New
Advisor Group Holdings, Inc.325$5.64K0.00%00.0%Unchanged
Tidemark, LLC240$4.16K0.00%+240New
State Street Corp0$00.00%−17,183−100.0%Sold out
Goldman Sachs Group Inc0$00.00%−12,760−100.0%Sold out
Charles Schwab Investment Management Inc0$00.00%−11,392−100.0%Sold out
US Bancorp0$00.00%−900−100.0%Sold out
Tower Research Capital LLC (TRC)0$00.00%−523−100.0%Sold out
River Oaks Capital LLC––––Not filed