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 2024
Institutional positions in California BanCorp as of Dec 31, 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
- 100
- +8 vs. Q3 2024
- Shares held
- 20.4M
- +565.9K (+2.9%) vs. Q3 2024
- Total value
- $336.9M
- +$44.0M (+15.0%) vs. Q3 2024
- New holders
- 16
- 38 more added
- Sold out
- 8
- 22 more reduced
4 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding California BanCorp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Smartleaf Asset Management LLC | 70 | $1.17K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 74 | $1.22K | 0.00% | −6−7.5% | Reduced |
| Ronald Blue Trust, Inc. | 83 | $1.37K | 0.00% | +83 | New |
| The PNC Financial Services Group, Inc. | 104 | $1.72K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 159 | $2.63K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 191 | $3.16K | 0.00% | +191 | New |
| GAMMA Investing LLC | 231 | $3.82K | 0.00% | +59+34.3% | Added |
| Umb Bank N A | 250 | $4.13K | 0.00% | +250 | New |
| Red Tortoise LLC | 276 | $4.57K | 0.00% | 00.0% | Unchanged |
| Measured Risk Portfolios, Inc. | 280 | $4.63K | 0.01% | +280 | New |
| Harbor Capital Advisors, Inc. | 335 | $6.00K | 0.00% | −5−1.5% | Reduced |
| CWM, LLC | 358 | $6.00K | 0.00% | +107+42.6% | Added |
| Amalgamated Bank | 416 | $7.00K | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 640 | $10.6K | 0.01% | +640 | New |
| US Bancorp | 700 | $11.6K | 0.00% | +562+407.2% | Added |
| Sterling Capital Management LLC | 780 | $12.9K | 0.00% | +697+839.8% | Added |
| Larson Financial Group LLC | 834 | $13.8K | 0.00% | +834 | New |
| Russell Investments Group, Ltd. | 892 | $14.8K | 0.00% | +378+73.5% | Added |
| FMR LLC | 898 | $14.9K | 0.00% | −494−35.5% | Reduced |
| California State Teachers Retirement System | 1,762 | $29.1K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 2,097 | $34.7K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2,504 | $38.9K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,383 | $39.4K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,848 | $47.1K | 0.00% | +2,068+265.1% | Added |
| Royal Bank of Canada | 4,003 | $67.0K | 0.00% | −3,702−48.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 5,174 | $85.6K | 0.04% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 5,194 | $85.9K | 0.00% | +5,194 | New |
| BNP Paribas Arbitrage, SA | 6,188 | $102.3K | 0.00% | +6,188 | New |
| New York State Common Retirement Fund | 8,332 | $137.8K | 0.00% | −1,700−16.9% | Reduced |
| Parallel Advisors, LLC | 8,844 | $146.3K | 0.00% | −1,123−11.3% | Reduced |
| SG Americas Securities, LLC | 10,163 | $168.0K | 0.00% | +1,833+22.0% | Added |
| Davidson Kahn Capital Management, LLC | 10,417 | $172.3K | 0.16% | +10,417 | New |
| Intech Investment Management LLC | 10,615 | $175.6K | 0.00% | +10,615 | New |
| Mesirow Financial Investment Management, Inc. | 10,668 | $176.4K | 0.00% | 00.0% | Unchanged |
| Fiduciary Trust Co | 11,097 | $183.5K | 0.00% | +11,097 | New |
| Empowered Funds, LLC | 11,265 | $186.3K | 0.00% | +455+4.2% | Added |
| Perigon Wealth Management, LLC | 12,399 | $187.0K | 0.00% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 12,093 | $200.0K | 0.00% | −914−7.0% | Reduced |
| Creekside Partners | 12,839 | $212.4K | 0.11% | 00.0% | Unchanged |
| Deutsche Bank AG | 13,802 | $228.3K | 0.00% | +4,530+48.9% | Added |
| Aspiriant, LLC | 13,912 | $230.1K | 0.01% | +13,912 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 13,956 | $230.8K | 0.00% | +608+4.6% | Added |
| Wells Fargo & Company | 14,278 | $236.2K | 0.00% | −43,079−75.1% | Reduced |
| Susquehanna International Group, LLP | 14,415 | $238.4K | 0.00% | +4,056+39.2% | Added |
| PDT Partners, LLC | 14,460 | $239.2K | 0.02% | +14,460 | New |
| MetLife Investment Management | 14,719 | $243.5K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 14,914 | $246.7K | 0.00% | −1,007−6.3% | Reduced |
| Destination Wealth Management | 15,290 | $252.9K | 0.01% | −21,276−58.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 15,953 | $263.9K | 0.00% | +15,953 | New |
| First Trust Advisors LP | 19,444 | $321.6K | 0.00% | +15+0.1% | Added |
| Citigroup Inc | 20,115 | $332.7K | 0.00% | +1,348+7.2% | Added |
| Navalign, LLC | 22,800 | $377.1K | 0.11% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 27,824 | $460.2K | 0.12% | −13,913−33.3% | Reduced |
| SageView Advisory Group, LLC | 29,050 | $480.5K | 0.02% | −10,000−25.6% | Reduced |
| Rhumbline Advisers | 29,160 | $482.3K | 0.00% | +309+1.1% | Added |
| ELCO Management Co., LLC | 32,556 | $538.5K | 0.28% | −8,239−20.2% | Reduced |
| Nuveen Asset Management, LLC | 33,761 | $558.4K | 0.00% | 00.0% | Unchanged |
| Vance Wealth, Inc. | 37,633 | $622.5K | 0.24% | −3,349−8.2% | Reduced |
| Raymond James Financial Inc | 38,740 | $640.8K | 0.00% | +38,740 | New |
| American Century Companies Inc | 39,082 | $646.4K | 0.00% | +10,756+38.0% | Added |
| Barclays PLC | 39,806 | $658.4K | 0.00% | +3,050+8.3% | Added |
| Advisor Group Holdings, Inc. | 41,392 | $684.6K | 0.00% | −40−0.1% | Reduced |
| Wellington Management Group LLP | 45,963 | $760.2K | 0.00% | 00.0% | Unchanged |
| Pacific Ridge Capital Partners, LLC | 46,718 | $772.7K | 0.18% | +8,047+20.8% | Added |
| PFG Advisors | 52,950 | $875.8K | 0.05% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 53,579 | $886.2K | 0.03% | 00.0% | Unchanged |
| Bank of America Corp | 55,089 | $911.2K | 0.00% | +33,590+156.2% | Added |
| Bridgeway Capital Management, LLC | 58,965 | $975.3K | 0.02% | −30,709−34.2% | Reduced |
| Citadel Advisors LLC | 59,601 | $985.8K | 0.00% | +59,601 | New |
| Kennedy Capital Management, Inc. | 64,274 | $1.06M | 0.02% | +5,396+9.2% | Added |
| Bank of New York Mellon Corp | 64,824 | $1.07M | 0.00% | +13,667+26.7% | Added |
| Charles Schwab Investment Management Inc | 68,261 | $1.13M | 0.00% | +2,249+3.4% | Added |
| Goldman Sachs Group Inc | 68,809 | $1.14M | 0.00% | +19,668+40.0% | Added |
| Baker Avenue Asset Management, LP | 71,152 | $1.18M | 0.04% | 00.0% | Unchanged |
| UBS Group AG | 71,587 | $1.18M | 0.00% | +34,568+93.4% | Added |
| JPMorgan Chase & Co | 71,755 | $1.19M | 0.00% | +45,247+170.7% | Added |
| Bedell Frazier Investment Counseling, LLC | 73,729 | $1.22M | 0.30% | −19,670−21.1% | Reduced |
| MAI Capital Management | 77,697 | $1.29M | 0.01% | +23,518+43.4% | Added |
| Cerity Partners LLC | 85,377 | $1.41M | 0.00% | +48,427+131.1% | Added |
| Mariner, LLC | 85,786 | $1.42M | 0.00% | +70,029+444.4% | Added |
| Dimensional Fund Advisors LP | 107,791 | $1.78M | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 140,582 | $2.33M | 0.00% | +4,346+3.2% | Added |
| EJF Capital LLC | 175,512 | $2.90M | 1.99% | +9,968+6.0% | Added |
| Hennessy Advisors Inc | 180,000 | $2.98M | 0.09% | −10,000−5.3% | Reduced |
| Northern Trust Corp | 195,427 | $3.23M | 0.00% | +1,644+0.8% | Added |
| Petiole USA ltd | 195,604 | $3.24M | 2.04% | 00.0% | Unchanged |
| Siena Capital Partners GP, LLC | 208,556 | $3.45M | 0.95% | 00.0% | Unchanged |
| FJ Capital Management LLC | 264,097 | $4.37M | 0.51% | +121,845+85.7% | Added |
| State Street Corp | 347,039 | $5.74M | 0.00% | +41,805+13.7% | Added |
| RMB Capital Management, LLC | 409,629 | $6.78M | 0.16% | +16,173+4.1% | Added |
| Mendon Capital Advisors Corp | 443,695 | $7.34M | 4.14% | +28,458+6.9% | Added |
| Geode Capital Management, LLC | 539,994 | $8.93M | 0.00% | −2,153−0.4% | Reduced |
| Manufacturers Life Insurance Company, The | 780,965 | $12.9M | 0.01% | −4,150−0.5% | Reduced |
| Vanguard Group Inc | 1,288,260 | $21.3M | 0.00% | +3,897+0.3% | Added |
| Banc Funds Co LLC | 1,330,365 | $22.0M | 2.43% | −81,821−5.8% | Reduced |
| BlackRock, Inc. | 1,523,454 | $25.2M | 0.00% | +25,362+1.7% | Added |
| Castle Creek Capital Partners VI, LP | 2,340,719 | $38.7M | 47.81% | 00.0% | Unchanged |
| Endeavour Capital Advisors Inc | 2,454,490 | $40.6M | 12.92% | +13,003+0.5% | Added |
| Alliancebernstein L.P. | 2,543,472 | $42.1M | 0.01% | −169,107−6.2% | Reduced |
| Fourthstone LLC | 3,010,135 | $49.8M | 9.72% | +313,612+11.6% | Added |