Skip to main content

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, Q1 2025

Institutional positions in California BanCorp as of Mar 31, 2025. 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
104
+5 vs. Q4 2024
Shares held
20.6M
+239.0K (+1.2%) vs. Q4 2024
Total value
$294.9M
−$41.5M (−12.3%) vs. Q4 2024
New holders
18
27 more added
Sold out
13
35 more reduced

1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2025: 104 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 heldQ1 2025: $294.9M
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, Q1 2025

Shares, value and share of portfolio for each institution holding California BanCorp; share changes are against Q4 2024.

Institutions holding BCAL in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Alliancebernstein L.P.2,514,100$36.0M0.01%−29,372−1.2%Reduced
Endeavour Capital Advisors Inc2,454,490$35.2M13.05%00.0%Unchanged
Fourthstone LLC2,409,178$34.5M8.56%−600,957−20.0%Reduced
Castle Creek Capital Partners VI, LP2,340,719$33.5M68.16%00.0%Unchanged
BlackRock, Inc.1,482,891$21.2M0.00%−40,563−2.7%Reduced
Vanguard Group Inc1,291,249$18.5M0.00%+2,989+0.2%Added
Banc Funds Co LLC1,181,878$16.9M2.23%−148,487−11.2%Reduced
FJ Capital Management LLC1,057,925$15.2M1.57%+793,828+300.6%Added
Manufacturers Life Insurance Company, The775,799$11.1M0.01%−5,166−0.7%Reduced
Geode Capital Management, LLC552,889$7.93M0.00%+12,895+2.4%Added
Mendon Capital Advisors Corp431,139$6.18M2.86%−12,556−2.8%Reduced
RMB Capital Management, LLC409,629$5.87M0.14%00.0%Unchanged
State Street Corp387,336$5.55M0.00%+40,297+11.6%Added
Siena Capital Partners GP, LLC208,556$2.99M0.89%00.0%Unchanged
Hotchkis & Wiley Capital Management LLC197,990$2.84M0.01%+197,990New
Petiole USA ltd195,604$2.80M1.98%00.0%Unchanged
Northern Trust Corp187,052$2.68M0.00%−8,375−4.3%Reduced
EJF Capital LLC173,857$2.49M1.58%−1,655−0.9%Reduced
Hennessy Advisors Inc125,000$1.79M0.06%−55,000−30.6%Reduced
Morgan Stanley123,466$1.77M0.00%−17,116−12.2%Reduced
Dimensional Fund Advisors LP108,015$1.55M0.00%+224+0.2%Added
Kennedy Capital Management, Inc.98,989$1.42M0.03%+34,715+54.0%Added
Citadel Advisors LLC86,052$1.23M0.00%+26,451+44.4%Added
Cerity Partners LLC85,277$1.22M0.00%−100−0.1%Reduced
Advisor Group Holdings, Inc.81,920$1.17M0.00%+40,528+97.9%Added
Bedell Frazier Investment Counseling, LLC73,729$1.06M0.27%00.0%Unchanged
UBS Group AG71,285$1.02M0.00%−302−0.4%Reduced
Goldman Sachs Group Inc69,655$998.2K0.00%+846+1.2%Added
Charles Schwab Investment Management Inc68,274$978.4K0.00%+130.0%Added
Zacks Investment Management64,904$930.1K0.01%+64,904New
MAI Capital Management63,586$911.2K0.01%−14,111−18.2%Reduced
Bank of New York Mellon Corp63,495$909.9K0.00%−1,329−2.1%Reduced
Bridgeway Capital Management, LLC59,669$855.1K0.02%+704+1.2%Added
Pacific Ridge Capital Partners, LLC54,349$778.8K0.21%+7,631+16.3%Added
Robertson Stephens Wealth Management, LLC53,579$767.8K0.03%00.0%Unchanged
PFG Advisors52,950$758.8K0.04%00.0%Unchanged
Mariner, LLC50,436$722.7K0.00%−35,350−41.2%Reduced
Bank of America Corp44,887$643.2K0.00%−10,202−18.5%Reduced
Wellington Management Group LLP44,788$641.8K0.00%−1,175−2.6%Reduced
American Century Companies Inc41,747$598.2K0.00%+2,665+6.8%Added
Vance Wealth, Inc.37,633$539.3K0.20%00.0%Unchanged
Raymond James Financial Inc37,285$534.3K0.00%−1,455−3.8%Reduced
Susquehanna International Group, LLP36,932$529.2K0.00%+22,517+156.2%Added
Nuveen, LLC30,405$435.7K0.00%+30,405New
SageView Advisory Group, LLC29,050$416.3K0.02%00.0%Unchanged
Ameriprise Financial Inc29,035$416.1K0.00%+29,035New
Barclays PLC28,008$401.4K0.00%−11,798−29.6%Reduced
JPMorgan Chase & Co27,973$400.9K0.00%−43,782−61.0%Reduced
Rhumbline Advisers27,836$398.9K0.00%−1,324−4.5%Reduced
Keystone Wealth Services, LLC27,824$398.7K0.11%00.0%Unchanged
Jane Street Group, LLC24,904$356.9K0.00%+24,904New
Navalign, LLC22,800$326.7K0.09%00.0%Unchanged
Marshall Wace, LLP21,877$313.5K0.00%+21,877New
ELCO Management Co., LLC20,000$286.6K0.16%−12,556−38.6%Reduced
First Trust Advisors LP19,308$276.7K0.00%−136−0.7%Reduced
Citigroup Inc18,509$265.2K0.00%−1,606−8.0%Reduced
Allspring Global Investments Holdings, LLC16,998$243.6K0.00%+1,045+6.6%Added
PDT Partners, LLC16,660$238.7K0.02%+2,200+15.2%Added
Deutsche Bank AG16,642$238.5K0.00%+2,840+20.6%Added
Jump Financial, LLC15,900$227.8K0.00%+15,900New
Wells Fargo & Company14,766$211.6K0.00%+488+3.4%Added
Mirae Asset Global ETFs Holdings Ltd.14,580$208.9K0.00%+624+4.5%Added
Intech Investment Management LLC14,549$208.5K0.00%+3,934+37.1%Added
MetLife Investment Management14,329$205.3K0.00%−390−2.6%Reduced
Aspiriant, LLC13,912$199.4K0.01%00.0%Unchanged
Millennium Management LLC13,671$195.9K0.00%+13,671New
Creekside Partners12,839$184.0K0.10%00.0%Unchanged
Perigon Wealth Management, LLC12,399$177.7K0.00%00.0%Unchanged
Corebridge Financial, Inc.12,052$172.7K0.00%−41−0.3%Reduced
Empowered Funds, LLC11,969$171.5K0.00%+704+6.2%Added
Price T Rowe Associates Inc10,648$153.0K0.00%+10,648New
Mesirow Financial Investment Management, Inc.10,668$152.9K0.00%00.0%Unchanged
Two Sigma Investments, LP10,393$148.9K0.00%+10,393New
Parallel Advisors, LLC8,940$128.1K0.00%+96+1.1%Added
SG Americas Securities, LLC8,623$124.0K0.00%−1,540−15.2%Reduced
New York State Common Retirement Fund8,332$119.4K0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA7,195$103.1K0.00%+1,007+16.3%Added
Police & Firemen's Retirement System of New Jersey5,194$74.4K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.5,036$72.2K0.03%−138−2.7%Reduced
Royal Bank of Canada3,787$55.0K0.00%−216−5.4%Reduced
Wealth Advisors of Tampa Bay, LLC2,790$40.0K0.02%+2,790New
Ameritas Investment Partners, Inc.2,383$34.1K0.00%00.0%Unchanged
CIBC Private Wealth Group, LLC2,504$30.7K0.00%00.0%Unchanged
Legal & General Group Plc2,097$30.1K0.00%00.0%Unchanged
California State Teachers Retirement System1,762$25.2K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)1,621$23.2K0.00%−1,227−43.1%Reduced
FMR LLC918$13.2K0.00%+20+2.2%Added
Amalgamated Bank840$12.0K0.00%+424+101.9%Added
Russell Investments Group, Ltd.801$11.5K0.00%−91−10.2%Reduced
Larson Financial Group LLC793$11.4K0.00%−41−4.9%Reduced
CWM, LLC513$7.00K0.00%+155+43.3%Added
Sterling Capital Management LLC424$6.08K0.00%−356−45.6%Reduced
Versant Capital Management, Inc398$5.70K0.00%+398New
Red Tortoise LLC276$3.96K0.00%00.0%Unchanged
GAMMA Investing LLC271$3.88K0.00%+40+17.3%Added
Harbor Capital Advisors, Inc.105$2.00K0.00%−230−68.7%Reduced
The PNC Financial Services Group, Inc.104$1.49K0.00%00.0%Unchanged
Allworth Financial LP85$1.15K0.00%+85New
Ronald Blue Trust, Inc.77$1.10K0.00%−6−7.2%Reduced
Coldstream Capital Management Inc44$6310.00%+44New