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.
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding California BanCorp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $14 | 0.00% | +1 | New |
| EverSource Wealth Advisors, LLC | 8 | $115 | 0.00% | +8 | New |
| True Wealth Design, LLC | 28 | $402 | 0.00% | +28 | New |
| Coldstream Capital Management Inc | 44 | $631 | 0.00% | +44 | New |
| UMA Financial Services, Inc. | 44 | $631 | 0.00% | +44 | New |
| Ronald Blue Trust, Inc. | 77 | $1.10K | 0.00% | −6−7.2% | Reduced |
| Allworth Financial LP | 85 | $1.15K | 0.00% | +85 | New |
| The PNC Financial Services Group, Inc. | 104 | $1.49K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 105 | $2.00K | 0.00% | −230−68.7% | Reduced |
| GAMMA Investing LLC | 271 | $3.88K | 0.00% | +40+17.3% | Added |
| Red Tortoise LLC | 276 | $3.96K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 398 | $5.70K | 0.00% | +398 | New |
| Sterling Capital Management LLC | 424 | $6.08K | 0.00% | −356−45.6% | Reduced |
| CWM, LLC | 513 | $7.00K | 0.00% | +155+43.3% | Added |
| Larson Financial Group LLC | 793 | $11.4K | 0.00% | −41−4.9% | Reduced |
| Russell Investments Group, Ltd. | 801 | $11.5K | 0.00% | −91−10.2% | Reduced |
| Amalgamated Bank | 840 | $12.0K | 0.00% | +424+101.9% | Added |
| FMR LLC | 918 | $13.2K | 0.00% | +20+2.2% | Added |
| Tower Research Capital LLC (TRC) | 1,621 | $23.2K | 0.00% | −1,227−43.1% | Reduced |
| California State Teachers Retirement System | 1,762 | $25.2K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 2,097 | $30.1K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2,504 | $30.7K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 2,383 | $34.1K | 0.00% | 00.0% | Unchanged |
| Wealth Advisors of Tampa Bay, LLC | 2,790 | $40.0K | 0.02% | +2,790 | New |
| Royal Bank of Canada | 3,787 | $55.0K | 0.00% | −216−5.4% | Reduced |
| Caldwell Sutter Capital, Inc. | 5,036 | $72.2K | 0.03% | −138−2.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 5,194 | $74.4K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 7,195 | $103.1K | 0.00% | +1,007+16.3% | Added |
| New York State Common Retirement Fund | 8,332 | $119.4K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 8,623 | $124.0K | 0.00% | −1,540−15.2% | Reduced |
| Parallel Advisors, LLC | 8,940 | $128.1K | 0.00% | +96+1.1% | Added |
| Two Sigma Investments, LP | 10,393 | $148.9K | 0.00% | +10,393 | New |
| Mesirow Financial Investment Management, Inc. | 10,668 | $152.9K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 10,648 | $153.0K | 0.00% | +10,648 | New |
| Empowered Funds, LLC | 11,969 | $171.5K | 0.00% | +704+6.2% | Added |
| Corebridge Financial, Inc. | 12,052 | $172.7K | 0.00% | −41−0.3% | Reduced |
| Perigon Wealth Management, LLC | 12,399 | $177.7K | 0.00% | 00.0% | Unchanged |
| Creekside Partners | 12,839 | $184.0K | 0.10% | 00.0% | Unchanged |
| Millennium Management LLC | 13,671 | $195.9K | 0.00% | +13,671 | New |
| Aspiriant, LLC | 13,912 | $199.4K | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 14,329 | $205.3K | 0.00% | −390−2.6% | Reduced |
| Intech Investment Management LLC | 14,549 | $208.5K | 0.00% | +3,934+37.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 14,580 | $208.9K | 0.00% | +624+4.5% | Added |
| Wells Fargo & Company | 14,766 | $211.6K | 0.00% | +488+3.4% | Added |
| Jump Financial, LLC | 15,900 | $227.8K | 0.00% | +15,900 | New |
| Deutsche Bank AG | 16,642 | $238.5K | 0.00% | +2,840+20.6% | Added |
| PDT Partners, LLC | 16,660 | $238.7K | 0.02% | +2,200+15.2% | Added |
| Allspring Global Investments Holdings, LLC | 16,998 | $243.6K | 0.00% | +1,045+6.6% | Added |
| Citigroup Inc | 18,509 | $265.2K | 0.00% | −1,606−8.0% | Reduced |
| First Trust Advisors LP | 19,308 | $276.7K | 0.00% | −136−0.7% | Reduced |
| ELCO Management Co., LLC | 20,000 | $286.6K | 0.16% | −12,556−38.6% | Reduced |
| Marshall Wace, LLP | 21,877 | $313.5K | 0.00% | +21,877 | New |
| Navalign, LLC | 22,800 | $326.7K | 0.09% | 00.0% | Unchanged |
| Jane Street Group, LLC | 24,904 | $356.9K | 0.00% | +24,904 | New |
| Keystone Wealth Services, LLC | 27,824 | $398.7K | 0.11% | 00.0% | Unchanged |
| Rhumbline Advisers | 27,836 | $398.9K | 0.00% | −1,324−4.5% | Reduced |
| JPMorgan Chase & Co | 27,973 | $400.9K | 0.00% | −43,782−61.0% | Reduced |
| Barclays PLC | 28,008 | $401.4K | 0.00% | −11,798−29.6% | Reduced |
| Ameriprise Financial Inc | 29,035 | $416.1K | 0.00% | +29,035 | New |
| SageView Advisory Group, LLC | 29,050 | $416.3K | 0.02% | 00.0% | Unchanged |
| Nuveen, LLC | 30,405 | $435.7K | 0.00% | +30,405 | New |
| Susquehanna International Group, LLP | 36,932 | $529.2K | 0.00% | +22,517+156.2% | Added |
| Raymond James Financial Inc | 37,285 | $534.3K | 0.00% | −1,455−3.8% | Reduced |
| Vance Wealth, Inc. | 37,633 | $539.3K | 0.20% | 00.0% | Unchanged |
| American Century Companies Inc | 41,747 | $598.2K | 0.00% | +2,665+6.8% | Added |
| Wellington Management Group LLP | 44,788 | $641.8K | 0.00% | −1,175−2.6% | Reduced |
| Bank of America Corp | 44,887 | $643.2K | 0.00% | −10,202−18.5% | Reduced |
| Mariner, LLC | 50,436 | $722.7K | 0.00% | −35,350−41.2% | Reduced |
| PFG Advisors | 52,950 | $758.8K | 0.04% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 53,579 | $767.8K | 0.03% | 00.0% | Unchanged |
| Pacific Ridge Capital Partners, LLC | 54,349 | $778.8K | 0.21% | +7,631+16.3% | Added |
| Bridgeway Capital Management, LLC | 59,669 | $855.1K | 0.02% | +704+1.2% | Added |
| Bank of New York Mellon Corp | 63,495 | $909.9K | 0.00% | −1,329−2.1% | Reduced |
| MAI Capital Management | 63,586 | $911.2K | 0.01% | −14,111−18.2% | Reduced |
| Zacks Investment Management | 64,904 | $930.1K | 0.01% | +64,904 | New |
| Charles Schwab Investment Management Inc | 68,274 | $978.4K | 0.00% | +130.0% | Added |
| Goldman Sachs Group Inc | 69,655 | $998.2K | 0.00% | +846+1.2% | Added |
| UBS Group AG | 71,285 | $1.02M | 0.00% | −302−0.4% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 73,729 | $1.06M | 0.27% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 81,920 | $1.17M | 0.00% | +40,528+97.9% | Added |
| Cerity Partners LLC | 85,277 | $1.22M | 0.00% | −100−0.1% | Reduced |
| Citadel Advisors LLC | 86,052 | $1.23M | 0.00% | +26,451+44.4% | Added |
| Kennedy Capital Management, Inc. | 98,989 | $1.42M | 0.03% | +34,715+54.0% | Added |
| Dimensional Fund Advisors LP | 108,015 | $1.55M | 0.00% | +224+0.2% | Added |
| Morgan Stanley | 123,466 | $1.77M | 0.00% | −17,116−12.2% | Reduced |
| Hennessy Advisors Inc | 125,000 | $1.79M | 0.06% | −55,000−30.6% | Reduced |
| EJF Capital LLC | 173,857 | $2.49M | 1.58% | −1,655−0.9% | Reduced |
| Northern Trust Corp | 187,052 | $2.68M | 0.00% | −8,375−4.3% | Reduced |
| Petiole USA ltd | 195,604 | $2.80M | 1.98% | 00.0% | Unchanged |
| Hotchkis & Wiley Capital Management LLC | 197,990 | $2.84M | 0.01% | +197,990 | New |
| Siena Capital Partners GP, LLC | 208,556 | $2.99M | 0.89% | 00.0% | Unchanged |
| State Street Corp | 387,336 | $5.55M | 0.00% | +40,297+11.6% | Added |
| RMB Capital Management, LLC | 409,629 | $5.87M | 0.14% | 00.0% | Unchanged |
| Mendon Capital Advisors Corp | 431,139 | $6.18M | 2.86% | −12,556−2.8% | Reduced |
| Geode Capital Management, LLC | 552,889 | $7.93M | 0.00% | +12,895+2.4% | Added |
| Manufacturers Life Insurance Company, The | 775,799 | $11.1M | 0.01% | −5,166−0.7% | Reduced |
| FJ Capital Management LLC | 1,057,925 | $15.2M | 1.57% | +793,828+300.6% | Added |
| Banc Funds Co LLC | 1,181,878 | $16.9M | 2.23% | −148,487−11.2% | Reduced |
| Vanguard Group Inc | 1,291,249 | $18.5M | 0.00% | +2,989+0.2% | Added |
| BlackRock, Inc. | 1,482,891 | $21.2M | 0.00% | −40,563−2.7% | Reduced |