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 2026
Institutional positions in California BanCorp as of Jun 30, 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
- 146
- −6 vs. Q1 2026
- Shares held
- 22.8M
- +1.04M (+4.8%) vs. Q1 2026
- Total value
- $469.5M
- +$81.5M (+21.0%) vs. Q1 2026
- New holders
- 13
- 67 more added
- Sold out
- 19
- 39 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding California BanCorp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | 1 | $21 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 3 | $63 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 5 | $105 | 0.00% | +3+150.0% | Added |
| Farther Finance Advisors, LLC | 11 | $230 | 0.00% | −18−62.1% | Reduced |
| Nisa Investment Advisors, LLC | 17 | $356 | 0.00% | +1+6.3% | Added |
| The PNC Financial Services Group, Inc. | 19 | $396 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 24 | $500 | 0.00% | +12+100.0% | Added |
| UMA Financial Services, Inc. | 26 | $542 | 0.00% | +26 | New |
| Assetmark, Inc | 28 | $584 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 35 | $730 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 43 | $896 | 0.00% | +43 | New |
| True Wealth Design, LLC | 44 | $917 | 0.00% | +8+22.2% | Added |
| Optiver Holding B.V. | 52 | $1.08K | 0.00% | −160−75.5% | Reduced |
| Raffa Wealth Management, LLC | 79 | $1.65K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 100 | $2.08K | 0.00% | +44+78.6% | Added |
| IFP Advisors, Inc | 115 | $2.40K | 0.00% | +69+150.0% | Added |
| Essential Partners LLC | 141 | $2.94K | 0.00% | +21+17.5% | Added |
| EverSource Wealth Advisors, LLC | 151 | $3.15K | 0.00% | −719−82.6% | Reduced |
| Smartleaf Asset Management LLC | 169 | $3.53K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 202 | $4.21K | 0.00% | −27−11.8% | Reduced |
| Federated Hermes, Inc. | 235 | $4.90K | 0.00% | +235 | New |
| Harbor Capital Advisors, Inc. | 292 | $6.00K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 315 | $6.57K | 0.00% | −902−74.1% | Reduced |
| Allworth Financial LP | 406 | $8.46K | 0.00% | −52−11.4% | Reduced |
| Silver Grove Financial Group, Inc. | 426 | $8.88K | 0.00% | +426 | New |
| Covestor Ltd | 582 | $12.0K | 0.01% | +80+15.9% | Added |
| SRS Capital Advisors, Inc. | 726 | $15.1K | 0.00% | +687+1,761.5% | Added |
| FMR LLC | 1,227 | $25.6K | 0.00% | −22,251−94.8% | Reduced |
| State of Alaska, Department of Revenue | 1,309 | $27.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,584 | $33.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,609 | $33.5K | 0.00% | −116−6.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,710 | $35.6K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 1,913 | $39.9K | 0.00% | −15,999−89.3% | Reduced |
| Royal Bank of Canada | 2,311 | $49.0K | 0.00% | +217+10.4% | Added |
| Ameritas Investment Partners, Inc. | 2,376 | $49.5K | 0.00% | +478+25.2% | Added |
| Legal & General Group Plc | 2,547 | $53.1K | 0.00% | +608+31.4% | Added |
| Daytona Street Capital LLC | 4,800 | $99.0K | 0.07% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 4,898 | $102.1K | 0.04% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 7,721 | $160.9K | 0.00% | +2,518+48.4% | Added |
| Vanguard Global Advisers, LLC | 8,604 | $179.3K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 9,204 | $191.8K | 0.00% | +5,100+124.3% | Added |
| Mercer Global Advisors Inc | 9,826 | $204.8K | 0.00% | +9,826 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 10,495 | $218.7K | 0.01% | −5,870−35.9% | Reduced |
| Parallel Advisors, LLC | 10,563 | $220.1K | 0.00% | −1,257−10.6% | Reduced |
| Mesirow Financial Investment Management, Inc. | 10,784 | $224.8K | 0.00% | +58+0.5% | Added |
| Rockefeller Capital Management L.P. | 10,838 | $225.9K | 0.00% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 10,873 | $226.6K | 0.01% | +10,873 | New |
| State of Wyoming | 11,026 | $229.8K | 0.02% | −3,906−26.2% | Reduced |
| Guggenheim Capital LLC | 11,110 | $231.5K | 0.00% | +11,110 | New |
| Entropy Technologies, LP | 11,670 | $243.2K | 0.01% | +11,670 | New |
| Sterling Capital Management LLC | 11,902 | $248.0K | 0.00% | −127−1.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 12,056 | $251.2K | 0.00% | +1,313+12.2% | Added |
| SG Americas Securities, LLC | 12,170 | $254.0K | 0.00% | +2,942+31.9% | Added |
| Perigon Wealth Management, LLC | 12,399 | $258.4K | 0.00% | 00.0% | Unchanged |
| Creekside Partners | 12,839 | $267.6K | 0.10% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 13,647 | $284.4K | 0.13% | 00.0% | Unchanged |
| Aspiriant, LLC | 13,912 | $289.9K | 0.01% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 14,940 | $311.4K | 0.00% | −9,566−39.0% | Reduced |
| MetLife Investment Management | 15,925 | $331.9K | 0.00% | +1,596+11.1% | Added |
| XTX Topco Ltd | 16,252 | $338.7K | 0.00% | −28,998−64.1% | Reduced |
| Seizert Capital Partners, LLC | 16,442 | $342.7K | 0.01% | +16,442 | New |
| Susquehanna Fundamental Investments, LLC | 16,565 | $345.2K | 0.01% | −18,855−53.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 21,281 | $443.5K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 21,395 | $445.9K | 0.11% | 00.0% | Unchanged |
| Navalign, LLC | 21,731 | $452.9K | 0.11% | −1,069−4.7% | Reduced |
| Price T Rowe Associates Inc | 21,783 | $454.0K | 0.00% | +6,468+42.2% | Added |
| Wells Fargo & Company | 21,926 | $456.9K | 0.00% | +13,479+159.6% | Added |
| Raymond James Financial Inc | 22,204 | $462.7K | 0.00% | −400−1.8% | Reduced |
| Russell Investments Group, Ltd. | 23,018 | $479.7K | 0.00% | +15,782+218.1% | Added |
| ELCO Management Co., LLC | 23,140 | $482.2K | 0.21% | −2,784−10.7% | Reduced |
| Citigroup Inc | 25,024 | $521.5K | 0.00% | +1,163+4.9% | Added |
| Marshall Wace, LLP | 25,369 | $528.7K | 0.00% | +25,369 | New |
| Deutsche Bank AG | 25,531 | $532.1K | 0.00% | +8,889+53.4% | Added |
| EJF Capital LLC | 25,877 | $539.3K | 0.36% | −541−2.0% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 26,261 | $547.3K | 0.00% | −2,842−9.8% | Reduced |
| Keystone Wealth Services, LLC | 27,824 | $579.9K | 0.11% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 28,000 | $586.3K | 0.05% | 00.0% | Unchanged |
| Alps Advisors Inc | 28,623 | $596.5K | 0.00% | +353+1.2% | Added |
| Schonfeld Strategic Advisors LLC | 29,146 | $607.4K | 0.00% | +17,843+157.9% | Added |
| Invesco Ltd. | 29,813 | $621.3K | 0.00% | +7,482+33.5% | Added |
| Rhumbline Advisers | 29,887 | $622.8K | 0.00% | +9,849+49.2% | Added |
| Los Angeles Capital Management LLC | 30,170 | $628.7K | 0.00% | +8,650+40.2% | Added |
| Mariner, LLC | 31,651 | $659.6K | 0.00% | −264−0.8% | Reduced |
| Barclays PLC | 32,497 | $677.2K | 0.00% | +709+2.2% | Added |
| Fiduciary Trust Co | 32,650 | $680.4K | 0.01% | +3,361+11.5% | Added |
| STRS Ohio | 35,200 | $733.6K | 0.00% | +4,700+15.4% | Added |
| Vance Wealth, Inc. | 35,133 | $735.7K | 0.17% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 35,802 | $746.1K | 0.00% | +18,936+112.3% | Added |
| Advisor Group Holdings, Inc. | 36,162 | $753.6K | 0.00% | +30,970+596.5% | Added |
| HRT Financial LP | 37,187 | $774.0K | 0.00% | +26,829+259.0% | Added |
| Nuveen, LLC | 38,430 | $800.9K | 0.00% | −1,521−3.8% | Reduced |
| HoldCo Asset Management, L.P. | 40,531 | $844.7K | 0.05% | 00.0% | Unchanged |
| Pacific Ridge Capital Partners, LLC | 42,263 | $880.8K | 0.16% | −486−1.1% | Reduced |
| Quantinno Capital Management LP | 45,139 | $940.7K | 0.00% | +12,153+36.8% | Added |
| SEI Investments Co | 48,771 | $1.02M | 0.00% | −45,703−48.4% | Reduced |
| Principal Financial Group Inc | 48,964 | $1.02M | 0.00% | +3,276+7.2% | Added |
| Pinnacle Associates Ltd | 51,443 | $1.07M | 0.01% | +1,430+2.9% | Added |
| UBS Group AG | 52,319 | $1.09M | 0.00% | −5,342−9.3% | Reduced |
| Robertson Stephens Wealth Management, LLC | 53,579 | $1.12M | 0.03% | 00.0% | Unchanged |
| PFG Advisors | 54,450 | $1.13M | 0.06% | 00.0% | Unchanged |