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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, Q2 2025

Institutional positions in California BanCorp as of Jun 30, 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
111
+7 vs. Q1 2025
Shares held
21.0M
+410.6K (+2.0%) vs. Q1 2025
Total value
$330.8M
+$35.9M (+12.2%) vs. Q1 2025
New holders
19
32 more added
Sold out
12
36 more reduced

Compare with Q1 2025: 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 holdersQ2 2025: 111 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 heldQ2 2025: $330.8M
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, Q2 2025

Shares, value and share of portfolio for each institution holding California BanCorp; share changes are against Q1 2025.

Institutions holding BCAL in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Huntington National Bank1$160.00%00.0%Unchanged
Essential Partners LLC12$1890.00%+12New
Nisa Investment Advisors, LLC16$2520.00%+16New
Assetmark, Inc28$4410.00%+28New
Parkside Financial Bank & Trust35$5520.00%+35New
True Wealth Design, LLC36$5680.00%+8+28.6%Added
Allworth Financial LP71$1.12K0.00%−14−16.5%Reduced
IFP Advisors, Inc0$1.12K0.00%0New
Point72 (DIFC) Ltd84$1.32K0.00%+84New
The PNC Financial Services Group, Inc.104$1.64K0.00%00.0%Unchanged
Harbor Capital Advisors, Inc.147$2.00K0.00%+42+40.0%Added
GAMMA Investing LLC135$2.13K0.00%−136−50.2%Reduced
Russell Investments Group, Ltd.366$5.77K0.00%−435−54.3%Reduced
Sterling Capital Management LLC524$8.26K0.00%+100+23.6%Added
Amalgamated Bank840$13.0K0.00%00.0%Unchanged
CWM, LLC928$15.0K0.00%+415+80.9%Added
Royal Bank of Canada1,344$21.0K0.00%−2,443−64.5%Reduced
Point72 Asia (Singapore) Pte. Ltd.1,422$22.4K0.00%+1,422New
Versant Capital Management, Inc1,514$23.9K0.00%+1,116+280.4%Added
FMR LLC1,583$24.9K0.00%+665+72.4%Added
California State Teachers Retirement System1,762$27.8K0.00%00.0%Unchanged
New York State Common Retirement Fund1,832$28.9K0.00%−6,500−78.0%Reduced
EverSource Wealth Advisors, LLC2,129$33.6K0.00%+2,121+26,512.5%Added
Legal & General Group Plc2,168$34.2K0.00%+71+3.4%Added
Ameritas Investment Partners, Inc.2,383$37.6K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)2,457$38.7K0.00%+836+51.6%Added
CIBC Private Wealth Group, LLC2,504$39.5K0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA4,397$69.3K0.00%−2,798−38.9%Reduced
Caldwell Sutter Capital, Inc.5,036$79.4K0.04%00.0%Unchanged
Police & Firemen's Retirement System of New Jersey5,194$81.9K0.00%00.0%Unchanged
Citigroup Inc9,179$144.7K0.00%−9,330−50.4%Reduced
Parallel Advisors, LLC10,097$159.1K0.00%+1,157+12.9%Added
AQR Capital Management LLC10,225$161.1K0.00%+10,225New
JPMorgan Chase & Co10,660$168.0K0.00%−17,313−61.9%Reduced
Mesirow Financial Investment Management, Inc.10,668$168.1K0.00%00.0%Unchanged
Cubist Systematic Strategies, LLC10,748$169.4K0.00%+10,748New
Intech Investment Management LLC10,786$170.0K0.00%−3,763−25.9%Reduced
Price T Rowe Associates Inc11,401$180.0K0.00%+753+7.1%Added
First Manhattan Co11,682$184.1K0.00%+11,682New
EntryPoint Capital, LLC11,690$184.2K0.09%+11,690New
Mirae Asset Global ETFs Holdings Ltd.12,311$194.0K0.00%−2,269−15.6%Reduced
Perigon Wealth Management, LLC12,399$195.4K0.00%00.0%Unchanged
Empowered Funds, LLC12,410$195.6K0.00%+441+3.7%Added
Creekside Partners12,839$202.3K0.10%00.0%Unchanged
Woodward Diversified Capital, LLC13,500$212.8K0.11%+13,500New
Aspiriant, LLC13,912$219.3K0.01%00.0%Unchanged
Wells Fargo & Company14,005$220.7K0.00%−761−5.2%Reduced
MetLife Investment Management14,329$225.8K0.00%00.0%Unchanged
HRT Financial LP15,509$244.0K0.00%+15,509New
Two Sigma Investments, LP15,602$245.9K0.00%+5,209+50.1%Added
SEI Investments Co16,146$254.5K0.00%+16,146New
XTX Topco Ltd16,186$255.1K0.01%+16,186New
ELCO Management Co., LLC16,340$257.5K0.13%−3,660−18.3%Reduced
Deutsche Bank AG16,642$262.3K0.00%00.0%Unchanged
First Trust Advisors LP20,685$326.0K0.00%+1,377+7.1%Added
Creative Planning21,259$335.0K0.00%+21,259New
Millennium Management LLC21,799$343.6K0.00%+8,128+59.5%Added
Navalign, LLC22,800$359.3K0.10%00.0%Unchanged
Rhumbline Advisers25,236$397.7K0.00%−2,600−9.3%Reduced
Keystone Wealth Services, LLC27,824$438.5K0.11%00.0%Unchanged
SageView Advisory Group, LLC29,050$466.8K0.02%00.0%Unchanged
Mariner, LLC29,899$471.2K0.00%−20,537−40.7%Reduced
Trexquant Investment LP30,775$485.0K0.01%+30,775New
Susquehanna International Group, LLP32,736$515.9K0.00%−4,196−11.4%Reduced
Goldman Sachs Group Inc33,211$523.4K0.00%−36,444−52.3%Reduced
Raymond James Financial Inc36,778$579.6K0.00%−507−1.4%Reduced
Vance Wealth, Inc.37,633$593.1K0.20%00.0%Unchanged
Ameriprise Financial Inc38,400$605.2K0.00%+9,365+32.3%Added
Nuveen, LLC39,951$629.6K0.00%+9,546+31.4%Added
HoldCo Asset Management, L.P.40,531$638.8K0.10%+40,531New
Advisor Group Holdings, Inc.41,870$659.9K0.00%−40,050−48.9%Reduced
Bank of America Corp43,120$679.6K0.00%−1,767−3.9%Reduced
Barclays PLC44,756$705.4K0.00%+16,748+59.8%Added
UBS Group AG46,038$725.6K0.00%−25,247−35.4%Reduced
American Century Companies Inc48,045$757.2K0.00%+6,298+15.1%Added
Pinnacle Associates Ltd49,574$781.3K0.01%+49,574New
Robertson Stephens Wealth Management, LLC53,579$844.4K0.03%00.0%Unchanged
PFG Advisors54,585$860.3K0.04%+1,635+3.1%Added
Pacific Ridge Capital Partners, LLC60,071$946.7K0.23%+5,722+10.5%Added
Bridgeway Capital Management, LLC60,110$947.3K0.02%+441+0.7%Added
Bank of New York Mellon Corp63,003$992.9K0.00%−492−0.8%Reduced
MAI Capital Management63,586$1.00M0.01%00.0%Unchanged
Charles Schwab Investment Management Inc65,858$1.04M0.00%−2,416−3.5%Reduced
Bedell Frazier Investment Counseling, LLC69,036$1.09M0.27%−4,693−6.4%Reduced
Citadel Advisors LLC69,341$1.09M0.00%−16,711−19.4%Reduced
Cerity Partners LLC84,443$1.33M0.00%−834−1.0%Reduced
Jane Street Group, LLC84,747$1.34M0.00%+59,843+240.3%Added
Marshall Wace, LLP88,808$1.40M0.00%+66,931+305.9%Added
Morgan Stanley102,084$1.61M0.00%−21,382−17.3%Reduced
EJF Capital LLC114,194$1.80M1.43%−59,663−34.3%Reduced
Hennessy Advisors Inc125,000$1.97M0.07%00.0%Unchanged
Dimensional Fund Advisors LP151,439$2.39M0.00%+43,424+40.2%Added
Northern Trust Corp195,018$3.07M0.00%+7,966+4.3%Added
Petiole USA ltd195,604$3.08M2.18%00.0%Unchanged
Kennedy Capital Management, Inc.205,394$3.24M0.08%+106,405+107.5%Added
Siena Capital Partners GP, LLC208,556$3.29M0.96%00.0%Unchanged
Hotchkis & Wiley Capital Management LLC222,890$3.51M0.01%+24,900+12.6%Added
RMB Capital Management, LLC332,320$5.24M0.10%−77,309−18.9%Reduced
Mendon Capital Advisors Corp365,000$5.75M2.90%−66,139−15.3%Reduced
State Street Corp428,588$6.75M0.00%+41,252+10.7%Added