Security Snapshot

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

CUSIP: 84252A106

13F Institutional Holders and Ownership History from Q2 2020 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

153

Shares (Excl. Options)

21,838,712

Price

$17.72

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
+1,875,883
Value change
+$32,624,980
Number of holders
153
Issuer context Names, identifiers, and filing context for this profile. 3 identity fields
Shares outstanding
32,156,452
SEC-reported price per share
$19.02
Insider filing price
$19.02
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.
  • 153 institutions reported positions in Q1 2026.
  • 6 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 145 to 153 between Q4 2025 and Q1 2026.
  • SEC-reported value moved from $372,190,638 to $389,106,262.

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 153 institutions filings for Q1 2026.

Open SEC evidence

Security key

84252A106

Latest holder period

Q1 2026

13F holders

153

13D/G owners

6

CIK / CUSIP context first

13D/G owners

Significant owners

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

Rows
6
Security
BCAL
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
WELLINGTON MANAGEMENT GROUP LLP 8.9% +42% $53,101,784 +$14,790,284 2,882,833 +39% Wellington Management Group LLP 31 Dec 2025
ALLIANCEBERNSTEIN L.P. 7.3% $43,239,495 2,347,421 AllianceBernstein L.P. 31 Dec 2025
FJ Capital Management LLC 6.3% $38,358,150 2,054,534 FJ Capital Management LLC 29 Jan 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 31 Mar 2026, 153 institutional investors reported holding 21,838,712 shares of California BanCorp \ CA - Common Stock (BCAL). This represents 68% of the company’s total 32,156,452 outstanding shares.

13F concentration

Top 25 institutional shareholders

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

Top holder share
57%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
WELLINGTON MANAGEMENT GROUP LLP 8.4% 2,687,484 -6.8% 0.01% $47,622,217
ALLIANCEBERNSTEIN L.P. 6.7% 2,148,396 -8.5% 0.01% $40,110,553
FJ Capital Management LLC 6.4% 2,054,534 +62% 4.1% $36,406,342
ENDEAVOUR CAPITAL ADVISORS INC 5.7% 1,819,125 +3.1% 7.3% $32,234,895
BlackRock, Inc. 4.5% 1,458,404 +1.7% 0% $25,842,918
VANGUARD CAPITAL MANAGEMENT LLC 3.3% 1,045,787 0% 0% $18,531,346
BANC FUNDS CO LLC 2.6% 831,155 +8.5% 2.7% $14,728,067
MANUFACTURERS LIFE INSURANCE COMPANY, THE 2.5% 795,309 +4.6% 0.01% $14,092,875
STATE STREET CORP 2.4% 770,050 +81% 0% $13,721,012
GEODE CAPITAL MANAGEMENT, LLC 1.7% 555,806 +2.7% 0% $9,851,217
DIMENSIONAL FUND ADVISORS LP 1.5% 470,192 +50% 0% $8,331,003
KENNEDY CAPITAL MANAGEMENT LLC 1.3% 430,619 +18% 0.16% $7,630,569
MENDON CAPITAL ADVISORS CORP 1.3% 404,369 +59% 2.8% $7,165,419
AMERICAN CENTURY COMPANIES INC 1.1% 367,917 +148% 0% $6,519,489
Curi Capital, LLC 1.1% 346,665 +42% 0.11% $6,142,904
MORGAN STANLEY 0.84% 270,046 +20% 0% $4,785,218
Elizabeth Park Capital Advisors, Ltd. 0.79% 254,578 +78% 3.5% $4,511,122
Siena Capital Partners GP, LLC 0.65% 208,556 0% 0.96% $3,695,612
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.63% 202,827 +28% 0.07% $3,594,094
Petiole USA ltd 0.6% 192,304 -1.7% 2.4% $3,407,627
NORTHERN TRUST CORP 0.59% 188,646 +5.3% 0% $3,342,807
ALGERT GLOBAL LLC 0.55% 177,860 +80% 0.05% $3,152,000
PRUDENTIAL FINANCIAL INC 0.54% 174,861 +54% 0% $3,098,537
Qube Research & Technologies Ltd 0.52% 168,611 +75% 0% $2,987,787
GOLDMAN SACHS GROUP INC 0.49% 157,860 +67% 0% $2,797,279

Quarter history

Institutional holders across reporting periods

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

Periods
24
Latest
Q1 2026
Rows shown
1-24 of 24
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 21,838,712 $389,106,262 +$32,624,980 $17.72 153
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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