California BanCorp \ CA BCAL Institutional Ownership

NASDAQ BCAL

$21.64 -0.23 (-1.05%)

At close: Oct 21, 2026 · 4:00 PM EDT

Institutions by Trading Activity

145 Institutions

Increased 80 55.2%

Unchanged 27 18.6%

Reduced 38 26.2%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

70.89%

▲+3.59 pp QoQ

Shares Held by Institutions

22.79Mn

of 32.16Mn outstanding

▲+4.69% QoQ

Shares Outstanding

32.16Mn

9.36Mn held outside 13F filers

Institutional Investors

145

filed 13F for Jun 2026

▼-8 vs prior quarter

Net Shares Added (QoQ)

+1.02Mn

accumulated since last quarter

Value of Holdings

$498.52Mn

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

Updated Oct 11, 2026

California BanCorp (NASDAQ:BCAL) had 145 institutional holders reporting a position on Form 13F for the quarter ended June 30, 2026.

Their combined stake equaled 70.89% of outstanding shares in Q2 2026, up from 67.29% in Q1 2026.
Total shares held in California BanCorp rose 4.69% versus Q1 2026, while the number of holders rose 36.79% versus Q2 2025.
Of these 145 holders, 80 added to their positions, 38 reduced their stakes and 27 left their positions unchanged.
Institutional investors held 22.79Mn shares of California BanCorp in total at the end of Q2 2026, up 1.02Mn from the prior quarter and up 2Mn from a year earlier.
Wellington Management Group LLP held the largest position in BCAL at 2.45Mn shares as of June 30, 2026, or 7.61% of shares outstanding.
Among holders that already owned California BanCorp, the biggest buyers in Q2 2026 were BlackRock, Inc. (+467.19K shares), Algebris (UK) LTD (+275.94K shares), American Century Companies Inc (+224.04K shares), Dimensional Fund Advisors LP (+159.86K shares) and Two Sigma Investments, LP (+123.47K shares).
Holders that trimmed the most shares of California BanCorp in Q2 2026 while keeping a position were Wellington Management Group LLP (-240.21K shares), AllianceBernstein L.P. (-196.26K shares), Endeavour Capital Advisors Inc (-163.49K shares), Mendon Capital Advisors Corp (-131.23K shares) and Curi Capital, LLC (-121.67K shares).
Per Business Quant, the top 10 investors in BCAL for the quarter ended June 30, 2026 were Wellington Management Group LLP (2.45Mn shares), FJ Capital Management LLC (2.05Mn shares), AllianceBernstein L.P. (1.95Mn shares), BlackRock, Inc. (1.93Mn shares), Endeavour Capital Advisors Inc (1.66Mn shares), Vanguard Capital Management LLC (1.1Mn shares), State Street Corp (850.36K shares), Banc Funds Co LLC (816.15K shares), Manufacturers Life Insurance Company, The (791.79K shares) and Geode Capital Management, LLC (631.92K shares).

Form 13F Holdings

145 Institutional Holders

Report period 30 Jun, 2026

Total shares held 22.79Mn

Of outstanding 70.89%

#	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 145 holders