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 2025
Institutional positions in California BanCorp as of Sep 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
- 118
- +7 vs. Q2 2025
- Shares held
- 21.3M
- +315.5K (+1.5%) vs. Q2 2025
- Total value
- $355.3M
- +$24.6M (+7.4%) vs. Q2 2025
- New holders
- 15
- 39 more added
- Sold out
- 8
- 30 more reduced
Compare with Q2 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.
| 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 2025
Shares, value and share of portfolio for each institution holding California BanCorp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $17 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 8 | $133 | 0.00% | +8 | New |
| Nisa Investment Advisors, LLC | 16 | $267 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 28 | $467 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 35 | $585 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 36 | $601 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 54 | $1.00K | 0.00% | +54 | New |
| IFP Advisors, Inc | 60 | $1.00K | 0.00% | +60 | Added |
| Root Financial Partners, LLC | 114 | $1.90K | 0.00% | +114 | New |
| Royal Bank of Canada | 132 | $2.00K | 0.00% | −1,212−90.2% | Reduced |
| GAMMA Investing LLC | 135 | $2.25K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 135 | $2.25K | 0.00% | +64+90.1% | Added |
| The PNC Financial Services Group, Inc. | 138 | $2.30K | 0.00% | +34+32.7% | Added |
| Harbor Capital Advisors, Inc. | 153 | $3.00K | 0.00% | +6+4.1% | Added |
| Optiver Holding B.V. | 196 | $3.27K | 0.00% | +196 | New |
| Essential Partners LLC | 359 | $5.99K | 0.00% | +347+2,891.7% | Added |
| SRS Capital Advisors, Inc. | 370 | $6.17K | 0.00% | +370 | New |
| Citigroup Inc | 683 | $11.4K | 0.00% | −8,496−92.6% | Reduced |
| Amalgamated Bank | 840 | $14.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 897 | $15.0K | 0.00% | −1,232−57.9% | Reduced |
| FMR LLC | 912 | $15.2K | 0.00% | −671−42.4% | Reduced |
| State of Alaska, Department of Revenue | 1,309 | $21.0K | 0.00% | +1,309 | New |
| Tower Research Capital LLC (TRC) | 1,295 | $21.6K | 0.00% | −1,162−47.3% | Reduced |
| Sterling Capital Management LLC | 1,326 | $22.1K | 0.00% | +802+153.1% | Added |
| Quarry LP | 1,335 | $22.3K | 0.01% | +1,335 | New |
| Versant Capital Management, Inc | 1,514 | $25.3K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,710 | $28.5K | 0.00% | +1,710 | New |
| California State Teachers Retirement System | 1,763 | $29.4K | 0.00% | +1+0.1% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 1,836 | $30.6K | 0.00% | +414+29.1% | Added |
| Legal & General Group Plc | 2,168 | $36.2K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 2,228 | $37.2K | 0.00% | +1,862+508.7% | Added |
| CWM, LLC | 2,263 | $38.0K | 0.00% | +1,335+143.9% | Added |
| Ameritas Investment Partners, Inc. | 2,383 | $39.7K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2,504 | $41.8K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 3,812 | $63.6K | 0.01% | +3,812 | New |
| New York State Common Retirement Fund | 4,104 | $68.5K | 0.00% | +2,272+124.0% | Added |
| BNP Paribas Arbitrage, SA | 4,942 | $82.4K | 0.00% | +545+12.4% | Added |
| Caldwell Sutter Capital, Inc. | 5,036 | $84.0K | 0.04% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 7,303 | $121.8K | 0.00% | +2,109+40.6% | Added |
| Rockefeller Capital Management L.P. | 8,334 | $139.0K | 0.00% | +8,334 | New |
| Intech Investment Management LLC | 10,055 | $167.7K | 0.00% | −731−6.8% | Reduced |
| Parallel Advisors, LLC | 10,097 | $168.4K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 10,522 | $175.5K | 0.00% | −1,789−14.5% | Reduced |
| Mesirow Financial Investment Management, Inc. | 10,668 | $177.9K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 11,682 | $194.9K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 12,010 | $201.0K | 0.00% | +609+5.3% | Added |
| Perigon Wealth Management, LLC | 12,441 | $207.5K | 0.00% | +42+0.3% | Added |
| Creekside Partners | 12,839 | $214.2K | 0.09% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 13,070 | $218.0K | 0.11% | −3,270−20.0% | Reduced |
| Woodward Diversified Capital, LLC | 13,500 | $225.2K | 0.10% | 00.0% | Unchanged |
| Aspiriant, LLC | 13,912 | $232.1K | 0.01% | 00.0% | Unchanged |
| Fiduciary Trust Co | 14,169 | $236.3K | 0.00% | +14,169 | New |
| EntryPoint Capital, LLC | 14,257 | $237.8K | 0.09% | +2,567+22.0% | Added |
| MetLife Investment Management | 14,329 | $239.0K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 15,474 | $258.1K | 0.00% | +15,474 | New |
| Deutsche Bank AG | 16,642 | $277.6K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 16,724 | $279.0K | 0.00% | +2,719+19.4% | Added |
| Quantinno Capital Management LP | 17,012 | $283.8K | 0.00% | +17,012 | New |
| JPMorgan Chase & Co | 19,077 | $318.2K | 0.00% | +8,417+79.0% | Added |
| Trexquant Investment LP | 21,825 | $364.0K | 0.00% | −8,950−29.1% | Reduced |
| SageView Advisory Group, LLC | 22,240 | $371.0K | 0.01% | −6,810−23.4% | Reduced |
| XTX Topco Ltd | 22,729 | $379.1K | 0.02% | +6,543+40.4% | Added |
| Navalign, LLC | 22,800 | $380.3K | 0.10% | 00.0% | Unchanged |
| Raymond James Financial Inc | 23,331 | $389.2K | 0.00% | −13,447−36.6% | Reduced |
| Rhumbline Advisers | 24,325 | $405.7K | 0.00% | −911−3.6% | Reduced |
| Thrivent Financial for Lutherans | 26,693 | $445.0K | 0.00% | +26,693 | New |
| Keystone Wealth Services, LLC | 27,824 | $464.1K | 0.10% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 28,000 | $467.0K | 0.05% | +28,000 | New |
| Mariner, LLC | 29,273 | $488.3K | 0.00% | −626−2.1% | Reduced |
| Creative Planning | 29,397 | $490.3K | 0.00% | +8,138+38.3% | Added |
| Cubist Systematic Strategies, LLC | 34,406 | $573.9K | 0.01% | +23,658+220.1% | Added |
| Vance Wealth, Inc. | 37,633 | $627.7K | 0.19% | 00.0% | Unchanged |
| AQR Capital Management LLC | 38,273 | $638.4K | 0.00% | +28,048+274.3% | Added |
| Nuveen, LLC | 39,951 | $666.4K | 0.00% | 00.0% | Unchanged |
| HoldCo Asset Management, L.P. | 40,531 | $676.1K | 0.07% | 00.0% | Unchanged |
| UBS Group AG | 40,832 | $681.1K | 0.00% | −5,206−11.3% | Reduced |
| Pinnacle Associates Ltd | 41,502 | $692.3K | 0.01% | −8,072−16.3% | Reduced |
| Advisor Group Holdings, Inc. | 41,797 | $698.4K | 0.00% | −73−0.2% | Reduced |
| Goldman Sachs Group Inc | 45,338 | $756.2K | 0.00% | +12,127+36.5% | Added |
| Barclays PLC | 46,895 | $782.2K | 0.00% | +2,139+4.8% | Added |
| Robertson Stephens Wealth Management, LLC | 53,579 | $893.7K | 0.03% | 00.0% | Unchanged |
| Jane Street Group, LLC | 54,409 | $907.5K | 0.00% | −30,338−35.8% | Reduced |
| Bank of America Corp | 54,566 | $910.2K | 0.00% | +11,446+26.5% | Added |
| PFG Advisors | 54,585 | $910.5K | 0.04% | 00.0% | Unchanged |
| American Century Companies Inc | 55,237 | $921.4K | 0.00% | +7,192+15.0% | Added |
| Pacific Ridge Capital Partners, LLC | 60,071 | $1.00M | 0.22% | 00.0% | Unchanged |
| MAI Capital Management | 63,586 | $1.06M | 0.01% | 00.0% | Unchanged |
| Empowered Funds, LLC | 64,236 | $1.07M | 0.01% | +51,826+417.6% | Added |
| Charles Schwab Investment Management Inc | 65,286 | $1.09M | 0.00% | −572−0.9% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 65,442 | $1.09M | 0.22% | −3,594−5.2% | Reduced |
| Bank of New York Mellon Corp | 65,473 | $1.09M | 0.00% | +2,470+3.9% | Added |
| Two Sigma Investments, LP | 69,114 | $1.15M | 0.00% | +53,512+343.0% | Added |
| Cerity Partners LLC | 86,522 | $1.44M | 0.00% | +2,079+2.5% | Added |
| First Trust Advisors LP | 87,115 | $1.45M | 0.00% | +66,430+321.2% | Added |
| EJF Capital LLC | 95,359 | $1.59M | 0.92% | −18,835−16.5% | Reduced |
| Marshall Wace, LLP | 103,087 | $1.72M | 0.00% | +14,279+16.1% | Added |
| Morgan Stanley | 104,494 | $1.74M | 0.00% | +2,410+2.4% | Added |
| Bridgeway Capital Management, LLC | 111,936 | $1.87M | 0.04% | +51,826+86.2% | Added |
| Hennessy Advisors Inc | 125,000 | $2.08M | 0.07% | 00.0% | Unchanged |
| Northern Trust Corp | 193,475 | $3.23M | 0.00% | −1,543−0.8% | Reduced |