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

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

Type / Class
Equity / Common Stock
Symbol
BCAL on Nasdaq
Shares outstanding
32,156,452
Price per share
$18.08
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
19,931,739
Total reported value
$372,183,562
% of total 13F portfolios
0%
Share change
+985,606
Value change
+$18,538,302
Number of holders
144
Price from insider filings
$18.08
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of California BanCorp \ CA - Common Stock (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 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 Dec 2025, 144 institutional investors reported holding 19,931,739 shares of California BanCorp \ CA - Common Stock (BCAL). This represents 62% of the company’s total 32,156,452 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of California BanCorp \ CA - Common Stock (BCAL) together control 52% 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
WELLINGTON MANAGEMENT GROUP LLP 9% 2,882,833 +39% 0.01% $53,822,492
ALLIANCEBERNSTEIN L.P. 7.3% 2,347,421 -4.2% 0.01% $43,826,350
ENDEAVOUR CAPITAL ADVISORS INC 5.5% 1,765,077 -22% 9.2% $32,953,988
BlackRock, Inc. 4.5% 1,434,132 +1.7% 0% $26,775,245
VANGUARD GROUP INC 4.1% 1,314,851 +0.56% 0% $24,548,269
FJ Capital Management LLC 4% 1,271,636 0% 2.6% $23,741,444
BANC FUNDS CO LLC 2.4% 766,155 -8.3% 2.8% $14,304,114
MANUFACTURERS LIFE INSURANCE COMPANY, THE 2.4% 760,364 -0.63% 0.01% $14,195,996
GEODE CAPITAL MANAGEMENT, LLC 1.7% 541,379 -0.74% 0% $10,109,889
STATE STREET CORP 1.3% 424,861 -3.4% 0% $7,974,201
KENNEDY CAPITAL MANAGEMENT LLC 1.1% 364,499 +0.23% 0.14% $6,805,196
DIMENSIONAL FUND ADVISORS LP 0.98% 314,448 +44% 0% $5,871,477
Fourthstone LLC 0.86% 275,432 -79% 0.96% $5,142,315
MENDON CAPITAL ADVISORS CORP 0.79% 254,878 -25% 1.9% $4,758,572
Curi Capital, LLC 0.76% 243,675 -25% 0.08% $4,549,412
MORGAN STANLEY 0.7% 225,851 +116% 0% $4,216,638
MARSHALL WACE, LLP 0.68% 219,196 +113% 0% $4,092,392
Siena Capital Partners GP, LLC 0.65% 208,556 0% 1% $3,893,741
JANE STREET GROUP, LLC 0.64% 205,513 +278% 0% $3,836,928
Petiole USA ltd 0.61% 195,604 0% 2.4% $3,651,927
NORTHERN TRUST CORP 0.56% 179,227 -7.4% 0% $3,346,168
BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.49% 158,824 +42% 0.06% $2,965,244
AMERICAN CENTURY COMPANIES INC 0.46% 148,244 +168% 0% $2,767,716
Elizabeth Park Capital Advisors, Ltd. 0.44% 142,646 2.2% $2,663,201
HENNESSY ADVISORS INC 0.36% 115,000 -8% 0.08% $2,147,050

Institutional Holders of California BanCorp \ CA - Common Stock (BCAL) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 19,931,739 $372,183,562 +$18,538,302 $18.67 144
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