California BanCorp \ CA BCAL Institutional Ownership

NASDAQ BCAL

$21.80 -0.10 (-0.46%)

At close: Sep 18, 2026 · 4:00 PM EDT

Institutions by Trading Activity

147 Institutions

Increased 82 55.8%

Unchanged 27 18.4%

Reduced 38 25.9%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

71.18%

▲+3.88 pp QoQ

Shares Held by Institutions

22.89Mn

of 32.16Mn outstanding

▲+7.79% QoQ

Shares Outstanding

32.16Mn

9.27Mn held outside 13F filers

Institutional Investors

147

filed 13F for Jun 2026

▼-6 vs prior quarter

Net Shares Added (QoQ)

+1.65Mn

accumulated since last quarter

Value of Holdings

$498.96Mn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

California BanCorp \ CA (NASDAQ:BCAL) has 147 institutional investors with active 13F positions as of June 2026.

These investors collectively held 71.2% of California BanCorp \ CA's outstanding shares in June 2026, up from 67.3% in March 2026.
Their total shares held in BCAL increased 7.79% quarter over quarter, and separately, investors owning California BanCorp \ CA increased 36.11% from a year ago.
During the quarter, 82 of these 147 funds increased positions in BCAL, 38 reduced exposure, and 27 held steady.
The aggregate institutional position in California BanCorp \ CA amounted to 22.89Mn shares as of June 2026, up by 1.65Mn shares quarter on quarter, and up 1.99Mn shares year over year.
As of June 30, 2026, WELLINGTON MANAGEMENT GROUP LLP held the largest stake in California BanCorp \ CA with 2.45Mn shares, accounting for 7.61% of total shares outstanding.
The biggest buyers of California BanCorp \ CA for the quarter ending June 2026 included BlackRock, Inc. (467.2K), ALGEBRIS (UK) LTD (275.94K), Stieven Capital Advisors, L.P. (252.84K), AMERICAN CENTURY COMPANIES INC (224.04K), Maloon Powers Pitre Higgins & Dennehy, LLC (170.4K).
The biggest sellers of California BanCorp \ CA for the quarter ending June 2026 included WELLINGTON MANAGEMENT GROUP LLP (240.21K), ALLIANCEBERNSTEIN L.P. (196.26K), ENDEAVOUR CAPITAL ADVISORS INC (163.49K), MENDON CAPITAL ADVISORS CORP (131.23K), Curi Capital, LLC (121.66K).
Per Business Quant data, the top 10 holders of California BanCorp \ CA for the quarter ending June 2026 are WELLINGTON MANAGEMENT GROUP LLP (2.45Mn), FJ Capital Management LLC (2.05Mn), ALLIANCEBERNSTEIN L.P. (1.95Mn), BlackRock, Inc. (1.93Mn), ENDEAVOUR CAPITAL ADVISORS INC (1.66Mn), VANGUARD CAPITAL MANAGEMENT LLC (1.1Mn), State Street Corp (850.36K), BANC FUNDS CO LLC (816.16K), MANUFACTURERS LIFE INSURANCE COMPANY, THE (791.79K), GEODE CAPITAL MANAGEMENT, LLC (631.92K).

Form 13F Holdings

147 Institutional Holders

Report period 30 Jun, 2026

Total shares held 22.89Mn

Of outstanding 71.18%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	WELLINGTON MANAGEMENT GROUP LLP	0000902219	2,447,278	7.61%	▼240,206	-8.94%	$51.00Mn
2	FJ Capital Management LLC	0001599170	2,054,534	6.39%	0	0.00%	$42.82Mn
3	ALLIANCEBERNSTEIN L.P.	0001109448	1,952,131	6.07%	▼196,265	-9.14%	$34.59Mn
4	BlackRock, Inc.	0002012383	1,925,599	5.99%	▲467,195	+32.03%	$40.13Mn
5	ENDEAVOUR CAPITAL ADVISORS INC	0001218749	1,655,639	5.15%	▼163,486	-8.99%	$34.50Mn
6	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	1,104,260	3.43%	▲58,473	+5.59%	$23.01Mn
7	State Street Corp	0000093751	850,362	2.64%	▲80,312	+10.43%	$17.80Mn
8	BANC FUNDS CO LLC	0001029311	816,155	2.54%	▼15,000	-1.80%	$17.01Mn
9	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0000928047	791,794	2.46%	▼3,515	-0.44%	$16.50Mn
10	GEODE CAPITAL MANAGEMENT, LLC	0001214717	631,917	1.97%	▲76,111	+13.69%	$13.17Mn
11	DIMENSIONAL FUND ADVISORS LP	0000354204	630,055	1.96%	▲159,863	+34.00%	$13.13Mn
12	AMERICAN CENTURY COMPANIES INC	0000748054	591,957	1.84%	▲224,040	+60.89%	$12.34Mn
13	KENNEDY CAPITAL MANAGEMENT LLC	0000884589	441,542	1.37%	▲10,923	+2.54%	$9.20Mn
14	ALGEBRIS (UK) LTD	0001700286	402,410	1.25%	▲275,937	+218.18%	$8.36Mn
15	Morgan Stanley	0000895421	302,926	0.94%	▲32,880	+12.18%	$6.31Mn
16	Elizabeth Park Capital Advisors, Ltd.	0001600583	279,630	0.87%	▲25,052	+9.84%	$5.83Mn
17	MENDON CAPITAL ADVISORS CORP	0001177043	273,140	0.85%	▼131,229	-32.45%	$5.69Mn
18	Prudential Financial Inc	0001137774	254,651	0.79%	▲79,790	+45.63%	$5.31Mn
19	Stieven Capital Advisors, L.P.	0001388279	252,843	0.79%	▲252,843	0.00%	$5.27Mn
20	Curi Capital, LLC	0001332905	225,000	0.70%	▼121,665	-35.10%	$4.69Mn

Showing 1 to 20 of 147 holders