California BanCorp CA - Common Stock, no par value per share (BCAL) Institutional Ownership

13F Institutional Holders and Ownership History from Q2 2020 to Q4 2025

Type / Class
Equity / Common Stock, no par value per share
Symbol
BCAL on Nasdaq
Shares outstanding
32,534,850
Price per share
$18.67
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
21,302,410
Total reported value
$355,327,913
% of total 13F portfolios
0%
Share change
+314,593
Value change
+$5,632,465
Number of holders
116
Price from insider filings
$18.67
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of California BanCorp CA - Common Stock, no par value per share (BCAL) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
WELLINGTON MANAGEMENT GROUP LLP 6.4% $34,692,498 2,079,886 Wellington Management Group LLP 30 Sep 2025
Fourthstone LLC 4% -50% $21,707,252 -$18,477,837 1,301,394 -46% Fourthstone LLC 30 Sep 2025

As of 30 Sep 2025, 116 institutional investors reported holding 21,302,410 shares of California BanCorp CA - Common Stock, no par value per share (BCAL). This represents 65% of the company’s total 32,534,850 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of California BanCorp CA - Common Stock, no par value per share (BCAL) together control 60% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
ALLIANCEBERNSTEIN L.P. 7.5% 2,451,475 -0.83% 0.01% $40,890,603
Castle Creek Capital Partners VI, LP 7.2% 2,340,719 0% 70% $39,043,193
ENDEAVOUR CAPITAL ADVISORS INC 7% 2,262,312 -6% 11% $37,735,364
WELLINGTON MANAGEMENT GROUP LLP 6.4% 2,079,886 +199% 0.01% $34,692,498
BlackRock, Inc. 4.3% 1,410,057 -0.55% 0% $23,519,751
VANGUARD GROUP INC 4% 1,307,481 +0.01% 0% $21,808,783
Fourthstone LLC 4% 1,301,394 -41% 3.9% $21,707,252
FJ Capital Management LLC 3.9% 1,271,636 0% 2.3% $21,210,888
BANC FUNDS CO LLC 2.6% 835,480 -16% 2.4% $13,935,806
MANUFACTURERS LIFE INSURANCE COMPANY, THE 2.4% 765,153 -0.54% 0.01% $12,762,752
GEODE CAPITAL MANAGEMENT, LLC 1.7% 545,422 -0.75% 0% $9,099,840
STATE STREET CORP 1.4% 439,859 +2.6% 0% $7,336,848
KENNEDY CAPITAL MANAGEMENT LLC 1.1% 363,664 +77% 0.13% $6,065,916
MENDON CAPITAL ADVISORS CORP 1% 341,340 -6.5% 2.6% $5,693,551
Curi Capital, LLC 1% 325,000 -2.2% 0.1% $5,421,000
DIMENSIONAL FUND ADVISORS LP 0.67% 218,677 +44% 0% $3,647,632
Siena Capital Partners GP, LLC 0.64% 208,556 0% 1% $3,478,714
Petiole USA ltd 0.6% 195,604 0% 2.3% $3,262,675
NORTHERN TRUST CORP 0.59% 193,475 -0.79% 0% $3,227,163
HENNESSY ADVISORS INC 0.38% 125,000 0% 0.07% $2,085,000
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.34% 111,936 +86% 0.04% $1,867,092
MORGAN STANLEY 0.32% 104,494 +2.4% 0% $1,742,960
MARSHALL WACE, LLP 0.32% 103,087 +16% 0% $1,719,491
EJF Capital LLC 0.29% 95,359 -16% 0.92% $1,590,588
FIRST TRUST ADVISORS LP 0.27% 87,115 +321% 0% $1,453,078

Institutional Holders of California BanCorp CA - Common Stock, no par value per share (BCAL) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 7,758 $145,336 +$113,878 $18.67 4
2025 Q3 21,302,410 $355,327,913 +$5,632,465 $16.68 116
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