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 2025
Institutional positions in California BanCorp as of Dec 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
- 146
- +31 vs. Q3 2025
- Shares held
- 19.9M
- +1.01M (+5.3%) vs. Q3 2025
- Total value
- $372.2M
- +$56.5M (+17.9%) vs. Q3 2025
- New holders
- 35
- 49 more added
- Sold out
- 4
- 33 more reduced
3 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding California BanCorp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| SRS Capital Advisors, Inc. | 1 | $19 | 0.00% | −369−99.7% | Reduced |
| Huntington National Bank | 1 | $19 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 7 | $131 | 0.00% | +7 | New |
| Sunbelt Securities, Inc. | 10 | $187 | 0.00% | +2+25.0% | Added |
| Nisa Investment Advisors, LLC | 16 | $300 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 28 | $523 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 35 | $654 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 37 | $691 | 0.00% | +1+2.8% | Added |
| IFP Advisors, Inc | 45 | $840 | 0.00% | −15−25.0% | Reduced |
| Farther Finance Advisors, LLC | 47 | $877 | 0.00% | +47 | New |
| Torren Management, LLC | 49 | $915 | 0.00% | +49 | New |
| Raffa Wealth Management, LLC | 79 | $1.48K | 0.00% | +79 | New |
| MB, Levis & Associates, LLC | 100 | $1.87K | 0.00% | +100 | New |
| Covestor Ltd | 101 | $2.00K | 0.00% | +47+87.0% | Added |
| Root Financial Partners, LLC | 114 | $2.13K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 138 | $2.58K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 150 | $3.00K | 0.00% | −3−2.0% | Reduced |
| Smartleaf Asset Management LLC | 169 | $3.19K | 0.00% | +169 | New |
| GAMMA Investing LLC | 181 | $3.38K | 0.00% | +46+34.1% | Added |
| Optiver Holding B.V. | 196 | $3.66K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 368 | $6.87K | 0.00% | +233+172.6% | Added |
| Essential Partners LLC | 379 | $7.08K | 0.00% | +20+5.6% | Added |
| Royal Bank of Canada | 664 | $12.0K | 0.00% | +532+403.0% | Added |
| Amalgamated Bank | 706 | $13.0K | 0.00% | −134−16.0% | Reduced |
| EverSource Wealth Advisors, LLC | 823 | $15.4K | 0.00% | −74−8.2% | Reduced |
| Quarry LP | 1,120 | $20.9K | 0.00% | −215−16.1% | Reduced |
| State of Alaska, Department of Revenue | 1,309 | $24.0K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 1,384 | $25.8K | 0.00% | −379−21.5% | Reduced |
| Tower Research Capital LLC (TRC) | 1,447 | $27.0K | 0.00% | +152+11.7% | Added |
| Versant Capital Management, Inc | 1,514 | $28.3K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,710 | $31.9K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,898 | $35.4K | 0.00% | −485−20.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,931 | $36.1K | 0.00% | +1,931 | New |
| Legal & General Group Plc | 2,010 | $37.5K | 0.00% | −158−7.3% | Reduced |
| CIBC Private Wealth Group, LLC | 2,504 | $46.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,773 | $52.0K | 0.00% | +510+22.5% | Added |
| New York State Common Retirement Fund | 4,104 | $76.6K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 4,187 | $78.2K | 0.00% | +1,959+87.9% | Added |
| Daytona Street Capital LLC | 4,800 | $89.6K | 0.07% | +4,800 | New |
| Caldwell Sutter Capital, Inc. | 4,990 | $93.2K | 0.04% | −46−0.9% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 5,203 | $97.1K | 0.00% | −2,100−28.8% | Reduced |
| Citigroup Inc | 5,683 | $106.1K | 0.00% | +5,000+732.1% | Added |
| SG Americas Securities, LLC | 6,026 | $113.0K | 0.00% | +6,026 | New |
| State of Wyoming | 7,007 | $130.8K | 0.01% | +3,195+83.8% | Added |
| Canada Pension Plan Investment Board | 9,200 | $171.8K | 0.00% | +9,200 | New |
| ELCO Management Co., LLC | 10,000 | $186.7K | 0.12% | −3,070−23.5% | Reduced |
| Parallel Advisors, LLC | 10,097 | $188.5K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 10,474 | $195.6K | 0.00% | −48−0.5% | Reduced |
| Rockefeller Capital Management L.P. | 10,838 | $202.3K | 0.00% | +2,504+30.0% | Added |
| Jump Financial, LLC | 10,909 | $203.7K | 0.00% | +10,909 | New |
| Quadrature Capital Ltd | 10,922 | $203.9K | 0.00% | +10,922 | New |
| Centiva Capital, LP | 11,594 | $216.5K | 0.01% | +11,594 | New |
| First Manhattan Co | 11,682 | $219.3K | 0.00% | 00.0% | Unchanged |
| Fiduciary Trust Co | 12,248 | $228.7K | 0.00% | −1,921−13.6% | Reduced |
| Perigon Wealth Management, LLC | 12,441 | $232.3K | 0.00% | 00.0% | Unchanged |
| Creekside Partners | 12,839 | $239.7K | 0.10% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 12,988 | $243.0K | 0.00% | +978+8.1% | Added |
| Woodward Diversified Capital, LLC | 13,587 | $253.7K | 0.12% | +87+0.6% | Added |
| Legato Capital Management LLC | 13,651 | $254.9K | 0.02% | +13,651 | New |
| Aspiriant, LLC | 13,912 | $259.7K | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 14,329 | $267.5K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 14,584 | $272.3K | 0.00% | +14,584 | New |
| Susquehanna Fundamental Investments, LLC | 16,035 | $299.4K | 0.01% | +16,035 | New |
| Invesco Ltd. | 16,154 | $301.6K | 0.00% | +680+4.4% | Added |
| PharVision Advisers, LLC | 16,572 | $309.4K | 0.16% | +16,572 | New |
| Deutsche Bank AG | 16,642 | $310.7K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 17,893 | $334.1K | 0.13% | +3,636+25.5% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 18,350 | $342.6K | 0.02% | +18,350 | New |
| Sterling Capital Management LLC | 19,053 | $355.7K | 0.01% | +17,727+1,336.9% | Added |
| HRT Financial LP | 19,245 | $359.0K | 0.00% | +19,245 | New |
| Man Group plc | 19,301 | $360.4K | 0.00% | +19,301 | New |
| BNP Paribas Arbitrage, SA | 20,717 | $386.8K | 0.00% | +15,775+319.2% | Added |
| Rhumbline Advisers | 21,098 | $393.9K | 0.00% | −3,227−13.3% | Reduced |
| FMR LLC | 21,534 | $402.0K | 0.00% | +20,622+2,261.2% | Added |
| Navalign, LLC | 22,800 | $425.7K | 0.10% | 00.0% | Unchanged |
| Integrated Quantitative Investments LLC | 25,440 | $475.0K | 0.10% | +25,440 | New |
| Quantinno Capital Management LP | 25,562 | $477.2K | 0.00% | +8,550+50.3% | Added |
| Raymond James Financial Inc | 25,615 | $478.2K | 0.00% | +2,284+9.8% | Added |
| Wells Fargo & Company | 27,017 | $504.4K | 0.00% | +10,293+61.5% | Added |
| Keystone Wealth Services, LLC | 27,824 | $519.5K | 0.11% | 00.0% | Unchanged |
| EJF Capital LLC | 28,100 | $524.6K | 0.30% | −67,259−70.5% | Reduced |
| Monograph Wealth Advisors, LLC | 28,000 | $525.6K | 0.05% | 00.0% | Unchanged |
| XTX Topco Ltd | 28,841 | $538.5K | 0.01% | +6,112+26.9% | Added |
| Trexquant Investment LP | 29,269 | $546.5K | 0.00% | +7,444+34.1% | Added |
| Mariner, LLC | 29,554 | $551.8K | 0.00% | +281+1.0% | Added |
| STRS Ohio | 30,500 | $569.4K | 0.00% | +30,500 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 32,373 | $604.4K | 0.00% | +32,373 | New |
| Vance Wealth, Inc. | 35,133 | $659.4K | 0.20% | −2,500−6.6% | Reduced |
| Nuveen, LLC | 39,951 | $745.9K | 0.00% | 00.0% | Unchanged |
| HoldCo Asset Management, L.P. | 40,531 | $756.7K | 0.06% | 00.0% | Unchanged |
| Creative Planning | 40,880 | $763.2K | 0.00% | +11,483+39.1% | Added |
| Pinnacle Associates Ltd | 41,502 | $774.8K | 0.01% | 00.0% | Unchanged |
| Pacific Ridge Capital Partners, LLC | 42,740 | $798.0K | 0.18% | −17,331−28.9% | Reduced |
| Advisor Group Holdings, Inc. | 46,129 | $861.2K | 0.00% | +4,332+10.4% | Added |
| Barclays PLC | 50,298 | $939.1K | 0.00% | +3,403+7.3% | Added |
| SEI Investments Co | 52,010 | $971.0K | 0.00% | +52,010 | New |
| Tudor Investment Corp Et Al | 52,065 | $972.1K | 0.01% | +52,065 | New |
| Robertson Stephens Wealth Management, LLC | 53,579 | $1.01M | 0.03% | 00.0% | Unchanged |
| PFG Advisors | 54,450 | $1.02M | 0.05% | −135−0.2% | Reduced |
| JPMorgan Chase & Co | 54,753 | $1.02M | 0.00% | +35,676+187.0% | Added |