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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 146 | $469.5M |
| Q1 2026 | 155 | $389.1M |
| Q4 2025 | 146 | $372.2M |
| Q3 2025 | 118 | $355.3M |
| Q2 2025 | 111 | $330.8M |
| Q1 2025 | 104 | $294.9M |
| Q4 2024 | 100 | $336.9M |
| Q3 2024 | 96 | $294.5M |
| Q2 2024 | 60 | $151.1M |
| Q1 2024 | 49 | $153.7M |
| Q4 2023 | 42 | $178.5M |
| Q3 2023 | 37 | $108.9M |
| Q2 2023 | 26 | $99.3M |
| Q1 2023 | 2 | $9.82M |
| Q4 2022 | 2 | $12.1M |
| Q3 2022 | 2 | $12.6M |
| Q2 2022 | 2 | $14.0M |
| Q1 2022 | 2 | $14.6M |
| Q4 2021 | 2 | $14.1M |
| Q3 2021 | 2 | $14.8M |
| Q2 2021 | 2 | $13.6M |
| Q1 2021 | 2 | $16.7M |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding California BanCorp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tidemark, LLC | 240 | $4.16K | 0.00% | +240 | New |
| Advisor Group Holdings, Inc. | 325 | $5.64K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 812 | $14.1K | 0.00% | +812 | New |
| Morgan Stanley | 5,389 | $93.5K | 0.00% | −1,500−21.8% | Reduced |
| Bank of America Corp | 7,639 | $132.5K | 0.00% | +7,639 | New |
| Kestra Advisory Services, LLC | 10,417 | $180.7K | 0.00% | +10,417 | New |
| Mesirow Financial Investment Management, Inc. | 10,668 | $185.1K | 0.01% | +10,668 | New |
| Citadel Advisors LLC | 10,671 | $185.1K | 0.00% | +10,671 | New |
| Citigroup Inc | 13,304 | $230.8K | 0.00% | +13,304 | New |
| Woodward Diversified Capital, LLC | 13,500 | $234.2K | 0.15% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 14,468 | $251.0K | 0.00% | +14,468 | New |
| Northern Trust Corp | 15,270 | $264.9K | 0.00% | +15,270 | New |
| ELCO Management Co., LLC | 21,602 | $374.8K | 0.25% | 00.0% | Unchanged |
| Mendon Capital Advisors Corp | 21,602 | $374.8K | 0.18% | +21,602 | New |
| Navalign, LLC | 22,800 | $395.6K | 0.14% | 00.0% | Unchanged |
| Wells Fargo & Company | 29,744 | $516.1K | 0.00% | +50.0% | Added |
| UBS Group AG | 33,557 | $582.2K | 0.00% | −1,180−3.4% | Reduced |
| SageView Advisory Group, LLC | 39,050 | $650.2K | 0.03% | −1,340−3.3% | Reduced |
| HoldCo Asset Management, L.P. | 40,531 | $703.2K | 1.98% | 00.0% | Unchanged |
| Lincoln National Corp | 40,960 | $710.7K | 0.01% | 00.0% | Unchanged |
| Vance Wealth, Inc. | 40,982 | $711.0K | 0.31% | 00.0% | Unchanged |
| Jacobs Asset Management, LLC | 41,233 | $715.4K | 0.56% | −48,954−54.3% | Reduced |
| Wellington Management Group LLP | 43,364 | $752.4K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 50,845 | $882.2K | 0.00% | +34,009+202.0% | Added |
| PFG Advisors | 52,950 | $918.7K | 0.07% | 00.0% | Unchanged |
| Eclectic Associates Inc | 72,441 | $1.26M | 0.60% | 00.0% | Unchanged |
| PMC FIG Opportunities LLC | 76,900 | $1.33M | 3.70% | −2,600−3.3% | Reduced |
| Petiole USA ltd | 85,000 | $1.47M | 1.09% | 00.0% | Unchanged |
| EJF Capital LLC | 104,317 | $1.81M | 0.95% | −3,631−3.4% | Reduced |
| Geode Capital Management, LLC | 126,240 | $2.19M | 0.00% | +66,739+112.2% | Added |
| BlackRock Inc. | 146,427 | $2.54M | 0.00% | 00.0% | Unchanged |
| BHZ Capital Management, LP | 161,367 | $2.80M | 2.63% | −23,381−12.7% | Reduced |
| Boothbay Fund Management, LLC | 185,000 | $3.21M | 0.12% | +10,000+5.7% | Added |
| Siena Capital Partners GP, LLC | 208,556 | $3.62M | 1.13% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 261,632 | $4.54M | 0.00% | 00.0% | Unchanged |
| Banc Funds Co LLC | 317,581 | $5.51M | 0.54% | −28,419−8.2% | Reduced |
| FJ Capital Management LLC | 559,323 | $9.70M | 0.97% | 00.0% | Unchanged |
| Vanguard Group Inc | 723,692 | $12.6M | 0.00% | +547,360+310.4% | Added |
| Endeavour Capital Advisors Inc | 1,101,742 | $19.1M | 6.41% | +800+0.1% | Added |
| Fourthstone LLC | 1,486,667 | $25.8M | 5.22% | −340,640−18.6% | Reduced |
| Alliancebernstein L.P. | 1,748,462 | $30.3M | 0.01% | −41,367−2.3% | Reduced |
| Castle Creek Capital Partners VI, LP | 2,340,719 | $40.6M | 28.21% | +2,340,719 | New |
| State Street Corp | 0 | $0 | 0.00% | −17,183−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −12,760−100.0% | Sold out |
| Charles Schwab Investment Management Inc | 0 | $0 | 0.00% | −11,392−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −523−100.0% | Sold out |
| River Oaks Capital LLC | – | – | – | – | Not filed |