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, Q3 2024
Institutional positions in California BanCorp as of Sep 30, 2024. 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
- 96
- +37 vs. Q2 2024
- Shares held
- 19.9M
- +9.34M (+88.4%) vs. Q2 2024
- Total value
- $294.5M
- +$152.2M (+106.9%) vs. Q2 2024
- New holders
- 44
- 36 more added
- Sold out
- 7
- 3 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2024: 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, Q3 2024
Shares, value and share of portfolio for each institution holding California BanCorp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Alliancebernstein L.P. | 2,712,579 | $40.1M | 0.01% | +956,473+54.5% | Added |
| Fourthstone LLC | 2,696,523 | $39.9M | 8.89% | +925,904+52.3% | Added |
| Endeavour Capital Advisors Inc | 2,441,487 | $36.1M | 11.33% | +1,309,974+115.8% | Added |
| Castle Creek Capital Partners VI, LP | 2,340,719 | $34.6M | 24.76% | 00.0% | Unchanged |
| BlackRock, Inc. | 1,498,092 | $22.2M | 0.00% | +1,498,092 | New |
| Banc Funds Co LLC | 1,412,186 | $20.9M | 2.27% | +1,048,281+288.1% | Added |
| Vanguard Group Inc | 1,284,363 | $19.0M | 0.00% | +686,383+114.8% | Added |
| Manufacturers Life Insurance Company, The | 785,115 | $11.6M | 0.01% | +517,217+193.1% | Added |
| Geode Capital Management, LLC | 542,147 | $8.02M | 0.00% | +278,874+105.9% | Added |
| Mendon Capital Advisors Corp | 415,237 | $6.14M | 4.17% | +410,377+8,444.0% | Added |
| RMB Capital Management, LLC | 393,456 | $5.82M | 0.13% | +327,981+500.9% | Added |
| State Street Corp | 305,234 | $4.51M | 0.00% | +162,381+113.7% | Added |
| Siena Capital Partners GP, LLC | 208,556 | $3.08M | 0.89% | 00.0% | Unchanged |
| Petiole USA ltd | 195,604 | $2.89M | 1.89% | +110,604+130.1% | Added |
| Northern Trust Corp | 193,783 | $2.87M | 0.00% | +156,639+421.7% | Added |
| Hennessy Advisors Inc | 190,000 | $2.81M | 0.09% | +66,000+53.2% | Added |
| EJF Capital LLC | 165,544 | $2.45M | 1.63% | +111,083+204.0% | Added |
| FJ Capital Management LLC | 142,252 | $2.10M | 0.22% | −400,000−73.8% | Reduced |
| Morgan Stanley | 136,236 | $2.01M | 0.00% | +103,059+310.6% | Added |
| Dimensional Fund Advisors LP | 107,791 | $1.59M | 0.00% | +107,791 | New |
| Bedell Frazier Investment Counseling, LLC | 93,399 | $1.38M | 0.33% | +93,399 | New |
| Bridgeway Capital Management, LLC | 89,674 | $1.33M | 0.03% | +89,674 | New |
| Baker Avenue Asset Management, LP | 71,152 | $1.05M | 0.03% | +71,152 | New |
| Charles Schwab Investment Management Inc | 66,012 | $976.3K | 0.00% | +32,848+99.0% | Added |
| Kennedy Capital Management, Inc. | 58,878 | $870.8K | 0.02% | +58,878 | New |
| Wells Fargo & Company | 57,357 | $848.3K | 0.00% | +5,886+11.4% | Added |
| MAI Capital Management | 54,179 | $801.3K | 0.01% | +54,179 | New |
| Robertson Stephens Wealth Management, LLC | 53,579 | $792.4K | 0.03% | +53,579 | New |
| PFG Advisors | 52,950 | $783.1K | 0.05% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 51,157 | $756.6K | 0.00% | +16,952+49.6% | Added |
| Renaissance Technologies LLC | 49,743 | $735.7K | 0.00% | +49,743 | New |
| Goldman Sachs Group Inc | 49,141 | $726.8K | 0.00% | −28,889−37.0% | Reduced |
| Wellington Management Group LLP | 45,963 | $679.8K | 0.00% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 41,737 | $617.3K | 0.17% | +41,737 | New |
| Advisor Group Holdings, Inc. | 41,432 | $612.8K | 0.00% | −212−0.5% | Reduced |
| Vance Wealth, Inc. | 40,982 | $606.1K | 0.23% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 40,795 | $603.4K | 0.33% | +14,047+52.5% | Added |
| HoldCo Asset Management, L.P. | 40,531 | $599.5K | 3.17% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 39,050 | $577.5K | 0.03% | 00.0% | Unchanged |
| Pacific Ridge Capital Partners, LLC | 38,671 | $571.9K | 0.14% | +12,042+45.2% | Added |
| UBS Group AG | 37,019 | $547.5K | 0.00% | +3,858+11.6% | Added |
| Cerity Partners LLC | 36,950 | $546.5K | 0.00% | +36,950 | New |
| Barclays PLC | 36,756 | $543.6K | 0.00% | +23,499+177.3% | Added |
| Destination Wealth Management | 36,566 | $540.8K | 0.02% | +36,566 | New |
| Nuveen Asset Management, LLC | 33,761 | $499.3K | 0.00% | +17,705+110.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 30,551 | $451.8K | 0.00% | +30,551 | New |
| Rhumbline Advisers | 28,851 | $426.7K | 0.00% | +16,559+134.7% | Added |
| American Century Companies Inc | 28,326 | $418.9K | 0.00% | +28,326 | New |
| JPMorgan Chase & Co | 26,508 | $392.1K | 0.00% | +21,384+417.3% | Added |
| Concentric Wealth Management, LLC | 24,443 | $361.5K | 0.09% | +24,443 | New |
| Navalign, LLC | 22,800 | $337.2K | 0.10% | 00.0% | Unchanged |
| Bank of America Corp | 21,499 | $318.0K | 0.00% | +13,608+172.4% | Added |
| ExodusPoint Capital Management, LP | 20,551 | $304.0K | 0.00% | +20,551 | New |
| First Trust Advisors LP | 19,429 | $287.4K | 0.00% | +19,429 | New |
| Citigroup Inc | 18,767 | $277.6K | 0.00% | +16,068+595.3% | Added |
| Janus Henderson Group PLC | 15,921 | $235.5K | 0.00% | +15,921 | New |
| Mariner, LLC | 15,757 | $233.0K | 0.00% | +15,757 | New |
| MetLife Investment Management | 14,719 | $217.7K | 0.00% | +11,439+348.8% | Added |
| Jane Street Group, LLC | 13,659 | $202.0K | 0.00% | +13,659 | New |
| Woodward Diversified Capital, LLC | 13,500 | $199.7K | 0.13% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 13,348 | $197.4K | 0.00% | +13,348 | New |
| Corebridge Financial, Inc. | 13,007 | $192.4K | 0.00% | +6,538+101.1% | Added |
| Creekside Partners | 12,839 | $189.9K | 0.10% | +12,839 | New |
| Perigon Wealth Management, LLC | 12,399 | $183.4K | 0.00% | +12,399 | New |
| HSBC Holdings PLC | 11,998 | $177.3K | 0.00% | +11,998 | New |
| Empowered Funds, LLC | 10,810 | $159.9K | 0.00% | +10,810 | New |
| Mesirow Financial Investment Management, Inc. | 10,668 | $157.8K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 10,359 | $153.2K | 0.00% | +10,359 | New |
| Raymond James & Associates | 10,289 | $152.2K | 0.00% | +10,289 | New |
| New York State Common Retirement Fund | 10,032 | $148.4K | 0.00% | +2,432+32.0% | Added |
| Parallel Advisors, LLC | 9,967 | $147.4K | 0.00% | +9,967 | New |
| Deutsche Bank AG | 9,272 | $137.1K | 0.00% | +9,272 | New |
| SG Americas Securities, LLC | 8,330 | $123.0K | 0.00% | +8,330 | New |
| Royal Bank of Canada | 7,705 | $115.0K | 0.00% | +6,574+581.3% | Added |
| Caldwell Sutter Capital, Inc. | 5,174 | $76.5K | 0.04% | +5,174 | New |
| CIBC Private Wealth Group, LLC | 2,504 | $37.0K | 0.00% | +2,504 | New |
| Ameritas Investment Partners, Inc. | 2,383 | $35.2K | 0.00% | +1,205+102.3% | Added |
| Legal & General Group Plc | 2,097 | $31.0K | 0.00% | +1,058+101.8% | Added |
| STRS Ohio | 1,908 | $28.2K | 0.00% | +1,908 | New |
| California State Teachers Retirement System | 1,762 | $26.1K | 0.00% | +891+102.3% | Added |
| FMR LLC | 1,392 | $20.6K | 0.00% | +1,392 | New |
| Tower Research Capital LLC (TRC) | 780 | $11.5K | 0.00% | +382+96.0% | Added |
| Russell Investments Group, Ltd. | 514 | $7.60K | 0.00% | +514 | New |
| Amalgamated Bank | 416 | $6.00K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 340 | $5.00K | 0.00% | +340 | New |
| Red Tortoise LLC | 276 | $4.08K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 251 | $4.00K | 0.00% | +228+991.3% | Added |
| GAMMA Investing LLC | 172 | $2.54K | 0.00% | +172 | New |
| Crewe Advisors LLC | 159 | $2.35K | 0.00% | +159 | New |
| US Bancorp | 138 | $2.04K | 0.00% | +138 | New |
| The PNC Financial Services Group, Inc. | 104 | $1.54K | 0.00% | +104 | New |
| Sterling Capital Management LLC | 83 | $1.23K | 0.00% | +83 | New |
| Private Wealth Management Group, LLC | 80 | $1.18K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 70 | $1.03K | 0.00% | +70 | New |
| Covestor Ltd | 60 | $1.00K | 0.00% | +60 | New |
| Capital Performance Advisors LLP | 12 | $177 | 0.00% | +12 | New |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −44,846−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −22,054−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −14,444−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −13,286−100.0% | Sold out |