California BancorpBCAL

13F holders, Q3 2024 (September 30)
96holders +36
42new positions
7sold out
1famous investor
$14.79avg. 13F price*

At the end of Q3 2024, 96 institutions reported holding California Bancorp (BCAL) in their 13F filings, up 36 from Q2 2024. 42 opened new positions and 7 sold out. The largest holders were Alliancebernstein L.P. ($40.1M), Fourthstone LLC ($39.9M) and Endeavour Capital Advisors Inc. ($36.1M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
California Bancorp
CUSIP
84252A106
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 49Q1 2024Q2 2024: 60Q2 2024Q3 2024: 96Q3 2024Q4 2024: 100Q4 2024Q1 2025: 104Q1 2025Q2 2025: 110Q2 2025Q3 2025: 118Q3 2025Q4 2025: 146Q4 2025Q1 2026: 155Q1 2026Q2 2026: 146Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions42$14.6M
Exits7$1.5M

All 13F filers, Q2 2024 → Q3 2024: 8,380,876 shares bought and 538,419 shares sold, net +7,842,457 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 96 holders

Alliancebernstein L.P. 0.01% Add +54.5% 2,712,579 $40.1M
Fourthstone LLC 8.89% Add +52.3% 2,696,523 $39.9M
Endeavour Capital Advisors Inc. 11.33% Add +115.8% 2,441,487 $36.1M
Castle Creek Capital Partners VI, LP 24.76% No change 2,340,719 $34.6M
BlackRock, Inc. 0.00% — 1,498,092 $22.2M
Banc Funds Co. LLC 2.27% Add +288.1% 1,412,186 $20.9M
Vanguard Group Inc. 0.00% Add +114.8% 1,284,363 $19.0M
Manufacturers Life Insurance Company, The 0.01% Add +193.1% 785,115 $11.6M
Geode Capital Management, LLC 0.00% Add +105.9% 542,147 $8.0M
Mendon Capital Advisors Corp. 3.96% Add +8444.0% 415,237 $6.1M
Curi Capital, LLC 0.13% Add +500.9% 393,456 $5.8M
State Street Corp. 0.00% Add +113.7% 305,234 $4.5M
Siena Capital Partners GP, LLC 0.89% No change 208,556 $3.1M
Petiole USA ltd 1.89% Add +130.1% 195,604 $2.9M
Northern Trust Corp. 0.00% Add +421.7% 193,783 $2.9M
Hennessy Advisors Inc. 0.09% Add +53.2% 190,000 $2.8M
EJF Capital LP 1.64% Add +204.0% 165,544 $2.4M
FJ Capital Management LLC 0.22% Reduce -73.8% 142,252 $2.1M
Morgan Stanley 0.00% Add +310.6% 136,236 $2.0M
Dimensional Fund Advisors LP 0.00% New 107,791 $1.6M
Bedell Frazier Investment Counselling, LLC 0.33% New 93,399 $1.4M
Bridgeway Capital Management, LLC 0.03% New 89,674 $1.3M
Baker Avenue Asset Management, LP 0.03% New 71,152 $1.1M
Charles Schwab Investment Management Inc. 0.00% Add +99.0% 66,012 $976K
Kennedy Capital Management LLC 0.02% New 58,878 $871K
Wells Fargo & Company 0.00% Add +11.4% 57,357 $848K
MAI Capital Management 0.01% New 54,179 $801K
Robertson Stephens Wealth Management, LLC 0.03% New 53,579 $792K
PFG Advisors 0.05% No change 52,950 $783K
Bank of New York Mellon Corp 0.00% Add +49.6% 51,157 $757K
Renaissance Technologies 0.00% New 49,743 $736K
Goldman Sachs Group Inc. 0.00% Reduce -37.0% 49,141 $727K
Wellington Management Group LLP 0.00% No change 45,963 $680K
Keystone Wealth Services, LLC 0.17% New 41,737 $617K
Osaic Holdings, Inc. 0.00% Reduce -0.5% 41,432 $613K
Vance Wealth, LLC 0.23% No change 40,982 $606K
ELCO Management Co., LLC 0.33% Add +52.5% 40,795 $603K
HoldCo Asset Management, LP 3.17% No change 40,531 $599K
SageView Advisory Group, LLC 0.03% No change 39,050 $578K
Pacific Ridge Capital Partners, LLC 0.14% Add +45.2% 38,671 $572K
UBS Group AG 0.00% Add +11.6% 37,019 $548K
Cerity Partners LLC 0.00% New 36,950 $546K
Barclays PLC 0.00% Add +177.3% 36,756 $544K
Destination Wealth Management 0.02% New 36,566 $541K
Nuveen Asset Management, LLC 0.00% Add +110.3% 33,761 $499K
Raymond James Financial Services Advisors, Inc. 0.00% New 30,551 $452K
Rhumbline Advisers 0.00% Add +134.7% 28,851 $427K
American Century Companies Inc. 0.00% New 28,326 $419K
JPMorgan Chase & Co. 0.00% Add +417.3% 26,508 $392K
Concentric Wealth Management, LLC 0.09% New 24,443 $362K
Navalign, LLC 0.10% No change 22,800 $337K
Bank of America Corp. 0.00% Add +172.4% 21,499 $318K
ExodusPoint Capital Management, LP 0.00% New 20,551 $304K
First Trust Advisors LP 0.00% New 19,429 $287K
Citigroup Inc. 0.00% Add +595.3% 18,767 $278K
Janus Henderson Group PLC 0.00% New 15,921 $235K
Mariner, LLC 0.00% New 15,757 $233K
MetLife Investment Management, LLC 0.00% Add +348.8% 14,719 $218K
Jane Street Group, LLC 0.00% New 13,659 $202K
Woodward Diversified Capital, LLC 0.13% No change 13,500 $200K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% New 13,348 $197K
Corebridge Financial, Inc. 0.00% Add +101.1% 13,007 $192K
Creekside Partners 0.10% New 12,839 $190K
Perigon Wealth Management, LLC 0.00% New 12,399 $183K
HSBC Holdings PLC 0.00% New 11,998 $177K
Empowered Funds, LLC 0.00% New 10,810 $160K
Mesirow Financial Investment Management, Inc. 0.00% No change 10,668 $158K
Susquehanna International Group, LLP 0.00% New 10,359 $153K
Raymond James & Associates 0.00% New 10,289 $152K
New York State Common Retirement Fund 0.00% Add +32.0% 10,032 $148K
Parallel Advisors, LLC 0.00% New 9,967 $147K
Deutsche Bank AG 0.00% New 9,272 $137K
SG Americas Securities, LLC 0.00% New 8,330 $123K
Royal Bank of Canada 0.00% Add +581.3% 7,705 $115K
Caldwell Sutter Capital, Inc. 0.04% New 5,174 $77K
CIBC Private Wealth Group LLC 0.00% New 2,504 $37K
Ameritas Investment Partners, Inc. 0.00% Add +102.3% 2,383 $35K
Legal & General Group Plc 0.00% Add +101.8% 2,097 $31K
STRS Ohio 0.00% New 1,908 $28K
California State Teachers Retirement System 0.00% Add +102.3% 1,762 $26K
FMR LLC 0.00% New 1,392 $21K
Tower Research Capital LLC (TRC) 0.00% Add +96.0% 780 $12K
Russell Investments Group, Ltd. 0.00% New 514 $8K
Amalgamated Bank 0.00% No change 416 $6K
Harbor Capital Advisors, Inc. 0.00% New 340 $5K
Red Tortoise LLC 0.00% No change 276 $4K
Cwm, LLC 0.00% Add +991.3% 251 $4K
GAMMA Investing LLC 0.00% New 172 $3K
Crewe Advisors LLC 0.00% New 159 $2K
US Bancorp \de 0.00% New 138 $2K
PNC Financial Services Group, Inc. 0.00% New 104 $2K
Sterling Capital Management LLC 0.00% — 83 $1K
Private Wealth Management Group, LLC 0.00% No change 80 $1K
Smartleaf Asset Management LLC 0.00% New 70 $1K
Covestor Ltd 0.00% New 60 $1K
Earned Wealth Advisors, LLC 0.00% New 12 $177

"% of holder's portfolio" is BCAL's weight in each manager's 13F, not the share of California Bancorp the manager owns.