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 |
|---|---|---|---|---|---|
| Capital Performance Advisors LLP | 12 | $177 | 0.00% | +12 | New |
| Covestor Ltd | 60 | $1.00K | 0.00% | +60 | New |
| Smartleaf Asset Management LLC | 70 | $1.03K | 0.00% | +70 | New |
| Private Wealth Management Group, LLC | 80 | $1.18K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 83 | $1.23K | 0.00% | +83 | New |
| The PNC Financial Services Group, Inc. | 104 | $1.54K | 0.00% | +104 | New |
| US Bancorp | 138 | $2.04K | 0.00% | +138 | New |
| Crewe Advisors LLC | 159 | $2.35K | 0.00% | +159 | New |
| GAMMA Investing LLC | 172 | $2.54K | 0.00% | +172 | New |
| CWM, LLC | 251 | $4.00K | 0.00% | +228+991.3% | Added |
| Red Tortoise LLC | 276 | $4.08K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 340 | $5.00K | 0.00% | +340 | New |
| Amalgamated Bank | 416 | $6.00K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 514 | $7.60K | 0.00% | +514 | New |
| Tower Research Capital LLC (TRC) | 780 | $11.5K | 0.00% | +382+96.0% | Added |
| FMR LLC | 1,392 | $20.6K | 0.00% | +1,392 | New |
| California State Teachers Retirement System | 1,762 | $26.1K | 0.00% | +891+102.3% | Added |
| STRS Ohio | 1,908 | $28.2K | 0.00% | +1,908 | New |
| Legal & General Group Plc | 2,097 | $31.0K | 0.00% | +1,058+101.8% | Added |
| Ameritas Investment Partners, Inc. | 2,383 | $35.2K | 0.00% | +1,205+102.3% | Added |
| CIBC Private Wealth Group, LLC | 2,504 | $37.0K | 0.00% | +2,504 | New |
| Caldwell Sutter Capital, Inc. | 5,174 | $76.5K | 0.04% | +5,174 | New |
| Royal Bank of Canada | 7,705 | $115.0K | 0.00% | +6,574+581.3% | Added |
| SG Americas Securities, LLC | 8,330 | $123.0K | 0.00% | +8,330 | New |
| Deutsche Bank AG | 9,272 | $137.1K | 0.00% | +9,272 | New |
| Parallel Advisors, LLC | 9,967 | $147.4K | 0.00% | +9,967 | New |
| New York State Common Retirement Fund | 10,032 | $148.4K | 0.00% | +2,432+32.0% | Added |
| Raymond James & Associates | 10,289 | $152.2K | 0.00% | +10,289 | New |
| Susquehanna International Group, LLP | 10,359 | $153.2K | 0.00% | +10,359 | New |
| Mesirow Financial Investment Management, Inc. | 10,668 | $157.8K | 0.00% | 00.0% | Unchanged |
| Empowered Funds, LLC | 10,810 | $159.9K | 0.00% | +10,810 | New |
| HSBC Holdings PLC | 11,998 | $177.3K | 0.00% | +11,998 | New |
| Perigon Wealth Management, LLC | 12,399 | $183.4K | 0.00% | +12,399 | New |
| Creekside Partners | 12,839 | $189.9K | 0.10% | +12,839 | New |
| Corebridge Financial, Inc. | 13,007 | $192.4K | 0.00% | +6,538+101.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 13,348 | $197.4K | 0.00% | +13,348 | New |
| Woodward Diversified Capital, LLC | 13,500 | $199.7K | 0.13% | 00.0% | Unchanged |
| Jane Street Group, LLC | 13,659 | $202.0K | 0.00% | +13,659 | New |
| MetLife Investment Management | 14,719 | $217.7K | 0.00% | +11,439+348.8% | Added |
| Mariner, LLC | 15,757 | $233.0K | 0.00% | +15,757 | New |
| Janus Henderson Group PLC | 15,921 | $235.5K | 0.00% | +15,921 | New |
| Citigroup Inc | 18,767 | $277.6K | 0.00% | +16,068+595.3% | Added |
| First Trust Advisors LP | 19,429 | $287.4K | 0.00% | +19,429 | New |
| ExodusPoint Capital Management, LP | 20,551 | $304.0K | 0.00% | +20,551 | New |
| Bank of America Corp | 21,499 | $318.0K | 0.00% | +13,608+172.4% | Added |
| Navalign, LLC | 22,800 | $337.2K | 0.10% | 00.0% | Unchanged |
| Concentric Wealth Management, LLC | 24,443 | $361.5K | 0.09% | +24,443 | New |
| JPMorgan Chase & Co | 26,508 | $392.1K | 0.00% | +21,384+417.3% | Added |
| American Century Companies Inc | 28,326 | $418.9K | 0.00% | +28,326 | New |
| Rhumbline Advisers | 28,851 | $426.7K | 0.00% | +16,559+134.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 30,551 | $451.8K | 0.00% | +30,551 | New |
| Nuveen Asset Management, LLC | 33,761 | $499.3K | 0.00% | +17,705+110.3% | Added |
| Destination Wealth Management | 36,566 | $540.8K | 0.02% | +36,566 | New |
| Barclays PLC | 36,756 | $543.6K | 0.00% | +23,499+177.3% | Added |
| Cerity Partners LLC | 36,950 | $546.5K | 0.00% | +36,950 | New |
| UBS Group AG | 37,019 | $547.5K | 0.00% | +3,858+11.6% | Added |
| Pacific Ridge Capital Partners, LLC | 38,671 | $571.9K | 0.14% | +12,042+45.2% | Added |
| SageView Advisory Group, LLC | 39,050 | $577.5K | 0.03% | 00.0% | Unchanged |
| HoldCo Asset Management, L.P. | 40,531 | $599.5K | 3.17% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 40,795 | $603.4K | 0.33% | +14,047+52.5% | Added |
| Vance Wealth, Inc. | 40,982 | $606.1K | 0.23% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 41,432 | $612.8K | 0.00% | −212−0.5% | Reduced |
| Keystone Wealth Services, LLC | 41,737 | $617.3K | 0.17% | +41,737 | New |
| Wellington Management Group LLP | 45,963 | $679.8K | 0.00% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 49,141 | $726.8K | 0.00% | −28,889−37.0% | Reduced |
| Renaissance Technologies LLC | 49,743 | $735.7K | 0.00% | +49,743 | New |
| Bank of New York Mellon Corp | 51,157 | $756.6K | 0.00% | +16,952+49.6% | Added |
| PFG Advisors | 52,950 | $783.1K | 0.05% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 53,579 | $792.4K | 0.03% | +53,579 | New |
| MAI Capital Management | 54,179 | $801.3K | 0.01% | +54,179 | New |
| Wells Fargo & Company | 57,357 | $848.3K | 0.00% | +5,886+11.4% | Added |
| Kennedy Capital Management, Inc. | 58,878 | $870.8K | 0.02% | +58,878 | New |
| Charles Schwab Investment Management Inc | 66,012 | $976.3K | 0.00% | +32,848+99.0% | Added |
| Baker Avenue Asset Management, LP | 71,152 | $1.05M | 0.03% | +71,152 | New |
| Bridgeway Capital Management, LLC | 89,674 | $1.33M | 0.03% | +89,674 | New |
| Bedell Frazier Investment Counseling, LLC | 93,399 | $1.38M | 0.33% | +93,399 | New |
| Dimensional Fund Advisors LP | 107,791 | $1.59M | 0.00% | +107,791 | New |
| Morgan Stanley | 136,236 | $2.01M | 0.00% | +103,059+310.6% | Added |
| FJ Capital Management LLC | 142,252 | $2.10M | 0.22% | −400,000−73.8% | Reduced |
| EJF Capital LLC | 165,544 | $2.45M | 1.63% | +111,083+204.0% | Added |
| Hennessy Advisors Inc | 190,000 | $2.81M | 0.09% | +66,000+53.2% | Added |
| Northern Trust Corp | 193,783 | $2.87M | 0.00% | +156,639+421.7% | Added |
| Petiole USA ltd | 195,604 | $2.89M | 1.89% | +110,604+130.1% | Added |
| Siena Capital Partners GP, LLC | 208,556 | $3.08M | 0.89% | 00.0% | Unchanged |
| State Street Corp | 305,234 | $4.51M | 0.00% | +162,381+113.7% | Added |
| RMB Capital Management, LLC | 393,456 | $5.82M | 0.13% | +327,981+500.9% | Added |
| Mendon Capital Advisors Corp | 415,237 | $6.14M | 4.17% | +410,377+8,444.0% | Added |
| Geode Capital Management, LLC | 542,147 | $8.02M | 0.00% | +278,874+105.9% | Added |
| Manufacturers Life Insurance Company, The | 785,115 | $11.6M | 0.01% | +517,217+193.1% | Added |
| Vanguard Group Inc | 1,284,363 | $19.0M | 0.00% | +686,383+114.8% | Added |
| Banc Funds Co LLC | 1,412,186 | $20.9M | 2.27% | +1,048,281+288.1% | Added |
| BlackRock, Inc. | 1,498,092 | $22.2M | 0.00% | +1,498,092 | New |
| Castle Creek Capital Partners VI, LP | 2,340,719 | $34.6M | 24.76% | 00.0% | Unchanged |
| Endeavour Capital Advisors Inc | 2,441,487 | $36.1M | 11.33% | +1,309,974+115.8% | Added |
| Fourthstone LLC | 2,696,523 | $39.9M | 8.89% | +925,904+52.3% | Added |
| Alliancebernstein L.P. | 2,712,579 | $40.1M | 0.01% | +956,473+54.5% | Added |
| 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 |