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California BanCorp

CALBDelisted Jul 31, 2024
Industry
State Commercial Banks
SEC CIK
0001752036

California BanCorp was delisted on Jul 31, 2024; its insiders filed their last Form 4 on Jul 31, 2024; 62 institutions reported holding it in 13F filings for Q2 2024, worth $118.3M in total; no superinvestor held it.

13F holders, Q2 2022

Institutional positions in California BanCorp as of Jun 30, 2022. 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
39
−2 vs. Q1 2022
Shares held
4.36M
+79.2K (+1.9%) vs. Q1 2022
Total value
$83.7M
−$14.7M (−15.0%) vs. Q1 2022
New holders
1
6 more added
Sold out
3
12 more reduced

1 institution that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting CALB 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 2022: 39 institutions
Q1 2021: 51 institutionsQ2 2021: 45 institutionsQ3 2021: 42 institutionsQ4 2021: 42 institutionsQ1 2022: 42 institutionsQ2 2022: 39 institutionsQ3 2022: 40 institutionsQ4 2022: 44 institutionsQ1 2023: 48 institutionsQ2 2023: 43 institutionsQ3 2023: 44 institutionsQ4 2023: 55 institutionsQ1 2024: 58 institutionsQ2 2024: 62 institutionsQ3 2024: 0 institutionsQ4 2024: 0 institutionsQ1 2025: 0 institutionsQ2 2025: 0 institutionsQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ2 2022: $83.7M
Q1 2021: $82.9MQ2 2021: $78.9MQ3 2021: $71.8MQ4 2021: $87.7MQ1 2022: $99.5MQ2 2022: $83.7MQ3 2022: $88.8MQ4 2022: $108.1MQ1 2023: $87.1MQ2 2023: $66.5MQ3 2023: $92.9MQ4 2023: $119.5MQ1 2024: $112.3MQ2 2024: $118.3MQ3 2024: $0Q4 2024: $0Q1 2025: $0Q2 2025: $0Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding CALB and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20250$0
Q1 20250$0
Q4 20240$0
Q3 20240$0
Q2 202462$118.3M
Q1 202458$112.3M
Q4 202355$119.5M
Q3 202344$92.9M
Q2 202343$66.5M
Q1 202348$87.1M
Q4 202244$108.1M
Q3 202240$88.8M
Q2 202239$83.7M
Q1 202242$99.5M
Q4 202142$87.7M
Q3 202142$71.8M
Q2 202145$78.9M
Q1 202151$82.9M

Institutions, Q2 2022

Shares, value and share of portfolio for each institution holding California BanCorp; share changes are against Q1 2022.

Institutions holding CALB in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Royal Bank of Canada15$00.00%00.0%Unchanged
FMR LLC309$6.00K0.00%00.0%Unchanged
Wells Fargo & Company1,045$20.0K0.00%+3+0.3%Added
UBS Group AG1,479$29.0K0.00%−6−0.4%Reduced
John W. Brooker & Co., CPAs2,625$51.0K0.03%00.0%Unchanged
Bank of America Corp3,343$64.0K0.00%−836−20.0%Reduced
Acadian Asset Management LLC5,465$105.0K0.00%00.0%Unchanged
Parallel Advisors, LLC5,563$107.0K0.00%00.0%Unchanged
First Manhattan Co5,775$111.0K0.00%00.0%Unchanged
Burleson & Company, LLC7,450$144.0K0.03%00.0%Unchanged
Barclays PLC9,531$184.0K0.00%−790−7.7%Reduced
Northern Trust Corp13,053$252.0K0.00%00.0%Unchanged
Concentric Wealth Management, LLC15,374$296.0K0.10%00.0%Unchanged
ELCO Management Co., LLC15,396$297.0K0.24%00.0%Unchanged
Prelude Capital Management, LLC17,375$335.0K0.02%−5,538−24.2%Reduced
State Street Corp20,707$394.0K0.00%00.0%Unchanged
Morgan Stanley23,036$444.0K0.00%−857−3.6%Reduced
Bridgeway Capital Management, LLC25,200$479.0K0.01%+7,500+42.4%Added
BlackRock Inc.25,121$483.0K0.00%−2,597−9.4%Reduced
Renaissance Technologies LLC25,585$493.0K0.00%−5,899−18.7%Reduced
Destination Wealth Management26,250$506.0K0.02%00.0%Unchanged
Csenge Advisory Group26,250$506.0K0.04%00.0%Unchanged
Keystone Wealth Services, LLC26,250$506.0K0.23%00.0%Unchanged
LFS Asset Management33,698$649.0K0.53%+33,698New
Petiole USA ltd37,704$717.0K0.63%+6,914+22.5%Added
Millennium Management LLC41,161$782.0K0.00%−715−1.7%Reduced
Kennedy Capital Management, Inc.42,490$819.0K0.02%−10,603−20.0%Reduced
Baker Avenue Asset Management, LP44,750$862.0K0.06%00.0%Unchanged
Geode Capital Management, LLC54,381$1.03M0.00%00.0%Unchanged
Stifel Financial Corp75,000$1.45M0.00%00.0%Unchanged
EJF Capital LLC143,484$2.77M0.46%00.0%Unchanged
Intersect Capital LLC166,202$3.20M0.97%+4,655+2.9%Added
Elizabeth Park Capital Advisors, Ltd.184,281$3.55M1.53%00.0%Unchanged
Vanguard Group Inc319,307$6.15M0.00%−6,800−2.1%Reduced
Wasatch Advisors Inc366,026$6.96M0.04%+53,198+17.0%Added
Manufacturers Life Insurance Company, The517,062$9.83M0.01%−5,020−1.0%Reduced
Alliancebernstein L.P.528,576$10.2M0.00%+63,742+13.7%Added
Banc Funds Co LLC693,203$13.4M1.21%−37,747−5.2%Reduced
Endeavour Capital Advisors Inc807,982$15.6M3.01%00.0%Unchanged
Basswood Capital Management, L.L.C.0$00.00%−10,459−100.0%Sold out
Gemmer Asset Management LLC0$00.00%−2,625−100.0%Sold out
Tower Research Capital LLC (TRC)0$00.00%−3−100.0%Sold out
Mendon Capital Advisors Corp––––Not filed