Security Snapshot

California BanCorp \ CA - Common Stock (BCAL) Institutional Ownership

CUSIP: 84252A106

13F Institutional Holders and Ownership History from Q2 2020 to Q2 2026

Latest Period

Q2 2026

Institutions Reporting

146

Shares (Excl. Options)

22,818,055

Price

$20.84

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+855,887
Value change
+$20,039,109
Number of holders
146
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
32,002,148
SEC-reported price per share
$21.16
Insider filing price
$21.16
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • BCAL - California BanCorp \ CA - Common Stock is tracked under CUSIP 84252A106.
  • 146 institutions reported positions in Q2 2026.
  • 7 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 155 to 146 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $389,107,554 to $469,506,264.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 146 institutions filings for Q2 2026.

Open SEC evidence

Security key

84252A106

Latest holder period

Q2 2026

13F holders

146

13D/G owners

7

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
7
Security
BCAL
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
WELLINGTON MANAGEMENT GROUP LLP 7.6% -14% $51,001,274 -$9,076,966 2,447,278 -15% Wellington Management Group LLP 30 Jun 2026
FJ Capital Management LLC 6.3% $38,358,150 2,054,534 FJ Capital Management LLC 29 Jan 2026
ALLIANCEBERNSTEIN L.P. 6.1% -17% $40,682,410 -$8,237,844 1,952,131 -17% AllianceBernstein L.P. 30 Jun 2026
BlackRock, Inc. 5.6% $37,319,029 1,790,663 BlackRock, Inc. 30 Jun 2026
ENDEAVOUR CAPITAL ADVISORS INC 5.4% $32,512,718 1,765,077 Jonah Marcus 31 Dec 2025
Castle Creek Capital Partners VI, LP 4.7% $28,037,174 1,522,105 Castle Creek Capital Partners VI, LP 31 Dec 2025
Fourthstone LLC 4% -50% $21,707,252 -$18,477,837 1,301,394 -46% Fourthstone LLC 30 Sep 2025

As of 30 Jun 2026, 146 institutional investors reported holding 22,818,055 shares of California BanCorp \ CA - Common Stock (BCAL). This represents 71% of the company’s total 32,002,148 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
59%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
WELLINGTON MANAGEMENT GROUP LLP 7.6% 2,447,278 -8.9% 0.01% $51,001,273
FJ Capital Management LLC 6.4% 2,054,534 0% 5.6% $42,816,489
ALLIANCEBERNSTEIN L.P. 6.1% 1,952,131 -9.1% 0.01% $34,591,761
BlackRock, Inc. 6% 1,925,599 +32% 0% $40,129,483
ENDEAVOUR CAPITAL ADVISORS INC 5.2% 1,655,639 -9% 7.1% $34,503,517
VANGUARD CAPITAL MANAGEMENT LLC 3.5% 1,104,260 +5.6% 0% $23,012,778
STATE STREET CORP 2.7% 850,362 +10% 0% $17,798,509
BANC FUNDS CO LLC 2.6% 816,155 -1.8% 2.8% $17,008,670
MANUFACTURERS LIFE INSURANCE COMPANY, THE 2.5% 791,794 -0.44% 0.01% $16,500,987
GEODE CAPITAL MANAGEMENT, LLC 2% 631,917 +14% 0% $13,172,087
DIMENSIONAL FUND ADVISORS LP 2% 630,055 +34% 0% $13,130,428
AMERICAN CENTURY COMPANIES INC 1.8% 591,957 +61% 0.01% $12,336,384
KENNEDY CAPITAL MANAGEMENT LLC 1.4% 441,542 +2.5% 0.16% $9,201,735
ALGEBRIS (UK) LTD 1.3% 402,410 +218% 0.55% $8,359,815
MORGAN STANLEY 0.95% 302,926 +12% 0% $6,312,983
Elizabeth Park Capital Advisors, Ltd. 0.87% 279,630 +9.8% 4% $5,827,489
MENDON CAPITAL ADVISORS CORP 0.85% 273,140 -32% 2% $5,692,238
PRUDENTIAL FINANCIAL INC 0.8% 254,651 +46% 0.01% $5,306,927
Stieven Capital Advisors, L.P. 0.79% 252,843 1% $5,269,248
Curi Capital, LLC 0.7% 225,000 -35% 0.07% $4,689,000
ALGERT GLOBAL LLC 0.7% 223,529 +26% 0.06% $4,658,344
VANGUARD PORTFOLIO MANAGEMENT LLC 0.69% 222,304 +46% 0% $4,632,815
NORTHERN TRUST CORP 0.69% 221,501 +17% 0% $4,616,081
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.67% 213,457 +5.2% 0.08% $4,448,444
Petiole USA ltd 0.59% 189,804 -1.3% 2.8% $3,955,515

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
25
Latest
Q2 2026
Rows shown
1-25 of 25
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 22,818,055 $469,506,264 +$20,039,109 $20.84 146
2026 Q1 21,838,803 $389,107,554 +$32,625,050 $17.72 155
2025 Q4 19,932,118 $372,190,638 +$18,538,675 $18.67 145
2025 Q3 21,302,470 $355,328,914 +$5,633,466 $16.68 117
2025 Q2 20,987,272 $330,770,195 +$6,074,955 $15.76 109
2025 Q1 20,576,681 $294,862,080 +$2,697,484 $14.33 104
2024 Q4 20,371,420 $336,925,613 +$8,537,590 $16.54 100
2024 Q3 19,911,317 $294,491,371 +$110,065,524 $14.79 96
2024 Q2 11,215,007 $151,068,809 +$11,437,325 $13.47 58
2024 Q1 10,310,132 $153,724,664 +$357,319 $14.91 48
2023 Q4 10,287,989 $178,469,697 +$3,724,884 $17.35 42
2023 Q3 7,779,736 $108,933,580 +$7,610,182 $14.01 37
2023 Q2 7,236,805 $99,288,619 +$89,940,845 $13.72 26
2023 Q1 681,353 $9,824,779 -$565,912 $14.40 2
2022 Q4 720,516 $12,119,741 -$1,127,572 $16.81 2
2022 Q3 787,516 $12,591,000 -$2,345,722 $15.80 2
2022 Q2 932,316 $14,019,000 -$301,813 $14.97 2
2022 Q1 952,316 $14,649,000 +$175,700 $15.36 2
2021 Q4 940,907 $14,075,000 $14.92 2
2021 Q3 940,907 $14,812,000 -$31,479 $15.75 2
2021 Q2 942,907 $13,630,000 -$3,171,268 $14.40 2
2021 Q1 1,161,617 $16,717,000 -$1,122,216 $14.38 2
2020 Q4 1,239,617 $15,725,000 +$2,432,185 $12.57 2
2020 Q3 1,048,857 $8,777,000 -$63,844 $8.33 2
2020 Q2 1,056,457 $10,160,000 +$10,160,000 $9.57 2
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