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 2026

Institutional positions in California BanCorp as of Mar 31, 2026. 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
155
+11 vs. Q4 2025
Shares held
21.8M
+3.22M (+17.3%) vs. Q4 2025
Total value
$389.1M
+$41.5M (+11.9%) vs. Q4 2025
New holders
25
65 more added
Sold out
14
35 more reduced

2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2026: 155 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 2026: $389.1M
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 2026

Shares, value and share of portfolio for each institution holding California BanCorp; share changes are against Q4 2025.

Institutions holding BCAL in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Huntington National Bank1$180.00%00.0%Unchanged
SJS Investment Consulting Inc.2$360.00%+2New
Sunbelt Securities, Inc.10$1770.00%00.0%Unchanged
Basecamp Wealth Advisors LLC12$2130.00%+12New
Nisa Investment Advisors, LLC16$2850.00%00.0%Unchanged
The PNC Financial Services Group, Inc.19$3370.00%−119−86.2%Reduced
Assetmark, Inc28$4960.00%00.0%Unchanged
Farther Finance Advisors, LLC29$5170.00%−18−38.3%Reduced
Parkside Financial Bank & Trust35$6210.00%00.0%Unchanged
True Wealth Design, LLC36$6380.00%−1−2.7%Reduced
SRS Capital Advisors, Inc.39$6910.00%+38+3,800.0%Added
IFP Advisors, Inc46$8150.00%+1+2.2%Added
Rothschild Investment LLC56$9920.00%+49+700.0%Added
Raffa Wealth Management, LLC79$1.40K0.00%00.0%Unchanged
Essential Partners LLC120$2.13K0.00%−259−68.3%Reduced
Cullen/Frost Bankers, Inc.131$2.32K0.00%−1,800−93.2%Reduced
Root Financial Partners, LLC136$2.41K0.00%+22+19.3%Added
Smartleaf Asset Management LLC169$2.95K0.00%00.0%Unchanged
Optiver Holding B.V.212$3.76K0.00%+16+8.2%Added
GAMMA Investing LLC229$4.06K0.00%+48+26.5%Added
Harbor Capital Advisors, Inc.292$5.00K0.00%+142+94.7%Added
Allworth Financial LP458$8.12K0.00%+90+24.5%Added
Covestor Ltd502$9.00K0.01%+401+397.0%Added
Advisory Services Network, LLC610$10.8K0.00%+610New
EverSource Wealth Advisors, LLC870$15.4K0.00%+47+5.7%Added
California State Teachers Retirement System1,217$21.6K0.00%−167−12.1%Reduced
State of Alaska, Department of Revenue1,309$23.0K0.00%00.0%Unchanged
Versant Capital Management, Inc1,584$28.1K0.00%+70+4.6%Added
Steward Partners Investment Advisory, LLC1,710$30.3K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)1,725$30.6K0.00%+278+19.2%Added
Ameritas Investment Partners, Inc.1,898$33.6K0.00%00.0%Unchanged
Legal & General Group Plc1,939$34.4K0.00%−71−3.5%Reduced
Royal Bank of Canada2,094$37.0K0.00%+1,430+215.4%Added
Hudson Bay Capital Management LP2,380$42.2K0.00%+2,380New
New York State Common Retirement Fund4,104$72.7K0.00%00.0%Unchanged
CWM, LLC4,107$72.8K0.00%+1,334+48.1%Added
Daytona Street Capital LLC4,800$86.5K0.07%00.0%Unchanged
Caldwell Sutter Capital, Inc.4,898$86.8K0.04%−92−1.8%Reduced
Advisor Group Holdings, Inc.5,192$92.0K0.00%−40,937−88.7%Reduced
Police & Firemen's Retirement System of New Jersey5,203$92.2K0.00%00.0%Unchanged
Russell Investments Group, Ltd.7,236$128.2K0.00%+3,049+72.8%Added
Wells Fargo & Company8,447$149.7K0.00%−18,570−68.7%Reduced
Vanguard Global Advisers, LLC8,604$152.5K0.00%+8,604New
SG Americas Securities, LLC9,228$164.0K0.00%+3,202+53.1%Added
Fourthstone LLC10,245$181.5K0.03%−265,187−96.3%Reduced
HRT Financial LP10,358$183.0K0.00%−8,887−46.2%Reduced
Mesirow Financial Investment Management, Inc.10,726$190.1K0.00%+10,726New
Mirae Asset Global ETFs Holdings Ltd.10,743$190.4K0.00%+269+2.6%Added
Rockefeller Capital Management L.P.10,838$192.0K0.00%00.0%Unchanged
Mirabella Financial Services LLP11,058$195.9K0.02%+11,058New
Schonfeld Strategic Advisors LLC11,303$200.3K0.00%+11,303New
First Manhattan Co11,682$208.2K0.00%00.0%Unchanged
Parallel Advisors, LLC11,820$209.4K0.00%+1,723+17.1%Added
Sterling Capital Management LLC12,029$213.2K0.00%−7,024−36.9%Reduced
Perigon Wealth Management, LLC12,399$219.7K0.00%−42−0.3%Reduced
Creekside Partners12,839$227.5K0.09%00.0%Unchanged
Aspiriant, LLC13,912$246.5K0.01%00.0%Unchanged
MetLife Investment Management14,329$253.9K0.00%00.0%Unchanged
Woodward Diversified Capital, LLC13,647$256.6K0.12%+60+0.4%Added
State of Wyoming14,932$264.6K0.03%+7,925+113.1%Added
Price T Rowe Associates Inc15,315$272.0K0.00%+2,327+17.9%Added
ExodusPoint Capital Management, LP15,522$275.1K0.00%+15,522New
Verition Fund Management LLC16,165$286.4K0.00%+16,165New
Pinnacle Wealth Management Advisory Group, LLC16,365$290.0K0.02%−1,985−10.8%Reduced
Deutsche Bank AG16,642$294.9K0.00%00.0%Unchanged
BNP Paribas Arbitrage, SA16,866$298.9K0.00%−3,851−18.6%Reduced
Aquatic Capital Management LLC17,912$317.4K0.01%+17,912New
Susquehanna International Group, LLP19,204$340.3K0.00%+19,204New
Squarepoint Ops LLC20,015$354.7K0.00%+20,015New
Rhumbline Advisers20,038$355.1K0.00%−1,060−5.0%Reduced
Arrowstreet Capital, Limited Partnership21,281$377.1K0.00%−65,992−75.6%Reduced
EntryPoint Capital, LLC21,395$379.1K0.11%+3,502+19.6%Added
Los Angeles Capital Management LLC21,520$381.3K0.00%+21,520New
Invesco Ltd.22,331$395.7K0.00%+6,177+38.2%Added
Raymond James Financial Inc22,604$400.5K0.00%−3,011−11.8%Reduced
Navalign, LLC22,800$404.0K0.10%00.0%Unchanged
VARCOV Co.23,310$413.1K0.15%+23,310New
FMR LLC23,478$416.0K0.00%+1,944+9.0%Added
Citigroup Inc23,861$422.8K0.00%+18,178+319.9%Added
Rafferty Asset Management, LLC24,506$434.2K0.00%+24,506New
ELCO Management Co., LLC25,924$459.4K0.22%+15,924+159.2%Added
EJF Capital LLC26,418$468.1K0.33%−1,682−6.0%Reduced
Keystone Wealth Services, LLC27,824$493.0K0.11%00.0%Unchanged
Monograph Wealth Advisors, LLC28,000$499.0K0.05%00.0%Unchanged
Alps Advisors Inc28,270$500.9K0.00%+28,270New
Connor, Clark & Lunn Investment Management Ltd.29,103$515.7K0.00%−3,270−10.1%Reduced
Fiduciary Trust Co29,289$519.0K0.01%+17,041+139.1%Added
Precision Wealth Strategies, LLC29,471$522.2K0.17%+29,471New
STRS Ohio30,500$540.5K0.00%00.0%Unchanged
Barclays PLC31,788$563.3K0.00%−18,510−36.8%Reduced
Mariner, LLC31,915$565.5K0.00%+2,361+8.0%Added
Quantinno Capital Management LP32,986$584.5K0.00%+7,424+29.0%Added
Vance Wealth, Inc.35,133$626.1K0.18%00.0%Unchanged
Susquehanna Fundamental Investments, LLC35,420$627.6K0.02%+19,385+120.9%Added
Legato Capital Management LLC37,815$670.1K0.06%+24,164+177.0%Added
Jane Street Group, LLC38,200$676.9K0.00%−167,313−81.4%Reduced
Nuveen, LLC39,951$707.9K0.00%00.0%Unchanged
HoldCo Asset Management, L.P.40,531$718.2K0.05%00.0%Unchanged
Pacific Ridge Capital Partners, LLC42,749$757.5K0.16%+90.0%Added
XTX Topco Ltd45,250$801.8K0.01%+16,409+56.9%Added