California BancorpBCAL

13F holders, Q3 2025 (September 30)
118holders +8
15new positions
8sold out
1famous investor
$16.68avg. 13F price*

At the end of Q3 2025, 118 institutions reported holding California Bancorp (BCAL) in their 13F filings, up 8 from Q2 2025. 15 opened new positions and 8 sold out. The largest holders were Alliancebernstein L.P. ($40.9M), Castle Creek Capital Partners VI, LP ($39.0M) and Endeavour Capital Advisors Inc. ($37.7M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management'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 2025 → Q3 2025

InstitutionsTotal Value
New Positions15$2.0M
Exits8$6.6M

All 13F filers, Q2 2025 → Q3 2025: 2,109,095 shares bought and 1,793,550 shares sold, net +315,545 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 118 holders

Alliancebernstein L.P. 0.01% Reduce -0.8% 2,451,475 $40.9M
Castle Creek Capital Partners VI, LP 69.89% No change 2,340,719 $39.0M
Endeavour Capital Advisors Inc. 11.41% Reduce -6.0% 2,262,312 $37.7M
Wellington Management Group LLP 0.01% Add +199.4% 2,079,886 $34.7M
BlackRock, Inc. 0.00% Reduce -0.6% 1,410,057 $23.5M
Vanguard Group Inc. 0.00% Add +0.0% 1,307,481 $21.8M
Fourthstone LLC 3.89% Reduce -40.6% 1,301,394 $21.7M
FJ Capital Management LLC 2.26% No change 1,271,636 $21.2M
Banc Funds Co. LLC 2.44% Reduce -15.9% 835,480 $13.9M
Manufacturers Life Insurance Company, The 0.01% Reduce -0.5% 765,153 $12.8M
Geode Capital Management, LLC 0.00% Reduce -0.8% 545,422 $9.1M
State Street Corp. 0.00% Add +2.6% 439,859 $7.3M
Kennedy Capital Management LLC 0.13% Add +77.1% 363,664 $6.1M
Mendon Capital Advisors Corp. 2.59% Reduce -6.5% 341,340 $5.7M
Curi Capital, LLC 0.10% Reduce -2.2% 325,000 $5.4M
Dimensional Fund Advisors LP 0.00% Add +44.4% 218,677 $3.6M
Siena Capital Partners GP, LLC 1.00% No change 208,556 $3.5M
Petiole USA ltd 2.25% No change 195,604 $3.3M
Northern Trust Corp. 0.00% Reduce -0.8% 193,475 $3.2M
Hennessy Advisors Inc. 0.07% No change 125,000 $2.1M
Bridgeway Capital Management, LLC 0.04% Add +86.2% 111,936 $1.9M
Morgan Stanley 0.00% Add +2.4% 104,494 $1.7M
Marshall Wace, LLP 0.00% Add +16.1% 103,087 $1.7M
EJF Capital LP 0.92% Reduce -16.5% 95,359 $1.6M
First Trust Advisors LP 0.00% Add +321.1% 87,115 $1.5M
Cerity Partners LLC 0.00% Add +2.5% 86,522 $1.4M
Two Sigma Investments, LP 0.00% Add +343.0% 69,114 $1.2M
Bank of New York Mellon Corp 0.00% Add +3.9% 65,473 $1.1M
Bedell Frazier Investment Counselling, LLC 0.22% Reduce -5.2% 65,442 $1.1M
Charles Schwab Investment Management Inc. 0.00% Reduce -0.9% 65,286 $1.1M
Empowered Funds, LLC 0.01% Add +417.6% 64,236 $1.1M
MAI Capital Management 0.01% No change 63,586 $1.1M
Pacific Ridge Capital Partners, LLC 0.22% No change 60,071 $1.0M
American Century Companies Inc. 0.00% Add +15.0% 55,237 $921K
PFG Advisors 0.04% No change 54,585 $910K
Bank of America Corp. 0.00% Add +26.5% 54,566 $910K
Jane Street Group, LLC 0.00% Reduce -35.8% 54,409 $908K
Robertson Stephens Wealth Management, LLC 0.03% No change 53,579 $894K
Barclays PLC 0.00% Add +4.8% 46,895 $782K
Goldman Sachs Group Inc. 0.00% Add +36.5% 45,338 $756K
Osaic Holdings, Inc. 0.00% Reduce -0.2% 41,797 $698K
Pinnacle Associates Ltd. 0.01% Reduce -16.3% 41,502 $692K
UBS Group AG 0.00% Reduce -11.3% 40,832 $681K
HoldCo Asset Management, LP 0.07% No change 40,531 $676K
Nuveen, LLC 0.00% No change 39,951 $666K
AQR Capital Management 0.00% Add +274.3% 38,273 $638K
Vance Wealth, LLC 0.19% No change 37,633 $628K
Cubist Systematic Strategies, LLC 0.01% Add +220.1% 34,406 $574K
Creative Planning 0.00% Add +38.3% 29,397 $490K
Mariner, LLC 0.00% Reduce -2.1% 29,273 $488K
Monograph Wealth Advisors, LLC 0.05% New 28,000 $467K
Keystone Wealth Services, LLC 0.10% No change 27,824 $464K
Thrivent Financial for Lutherans 0.00% New 26,693 $445K
Rhumbline Advisers 0.00% Reduce -3.6% 24,325 $406K
Raymond James Financial Inc. 0.00% Reduce -36.6% 23,331 $389K
Navalign, LLC 0.10% No change 22,800 $380K
XTX Topco Ltd 0.02% Add +40.4% 22,729 $379K
SageView Advisory Group, LLC 0.01% Reduce -23.4% 22,240 $371K
Trexquant Investment LP 0.00% Reduce -29.1% 21,825 $364K
JPMorgan Chase & Co. 0.00% Add +79.0% 19,077 $318K
Quantinno Capital Management LP 0.00% New 17,012 $284K
Wells Fargo & Company 0.00% Add +19.4% 16,724 $279K
Deutsche Bank AG 0.00% No change 16,642 $278K
Invesco Ltd. 0.00% New 15,474 $258K
MetLife Investment Management, LLC 0.00% No change 14,329 $239K
EntryPoint Capital, LLC 0.09% Add +22.0% 14,257 $238K
Fiduciary Trust Co 0.00% New 14,169 $236K
Aspiriant, LLC 0.01% No change 13,912 $232K
Woodward Diversified Capital, LLC 0.10% No change 13,500 $225K
ELCO Management Co., LLC 0.11% Reduce -20.0% 13,070 $218K
Creekside Partners 0.09% No change 12,839 $214K
Perigon Wealth Management, LLC 0.00% Add +0.3% 12,441 $208K
T. Rowe Price Associates Inc. 0.00% Add +5.3% 12,010 $201K
First Manhattan Co. Llc. 0.00% No change 11,682 $195K
Mesirow Financial Investment Management, Inc. 0.00% No change 10,668 $178K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -14.5% 10,522 $176K
Parallel Advisors, LLC 0.00% No change 10,097 $168K
Intech Investment Management LLC 0.00% Reduce -6.8% 10,055 $168K
Rockefeller Capital Management L.P. 0.00% New 8,334 $139K
Police & Firemen's Retirement System of New Jersey 0.00% Add +40.6% 7,303 $122K
Caldwell Sutter Capital, Inc. 0.04% No change 5,036 $84K
BNP Paribas Financial Markets 0.00% Add +12.4% 4,942 $82K
New York State Common Retirement Fund 0.00% Add +124.0% 4,104 $68K
State of Wyoming 0.01% New 3,812 $64K
CIBC Private Wealth Group LLC 0.00% No change 2,504 $42K
Ameritas Investment Partners, Inc. 0.00% No change 2,383 $40K
Cwm, LLC 0.00% Add +143.9% 2,263 $38K
Russell Investments Group, Ltd. 0.00% Add +508.7% 2,228 $37K
Legal & General Group Plc 0.00% No change 2,168 $36K
Point72 Asia (Singapore) Pte. Ltd. 0.00% Add +29.1% 1,836 $31K
California State Teachers Retirement System 0.00% Add +0.1% 1,763 $29K
Steward Partners Investment Advisory, LLC 0.00% New 1,710 $29K
Versant Capital Management, Inc 0.00% No change 1,514 $25K
Quarry LP 0.01% New 1,335 $22K
Sterling Capital Management LLC 0.00% Add +153.1% 1,326 $22K
Tower Research Capital LLC (TRC) 0.00% Reduce -47.3% 1,295 $22K
State of Alaska, Department of Revenue 0.00% New 1,309 $21K
FMR LLC 0.00% Reduce -42.4% 912 $15K
EverSource Wealth Advisors, LLC 0.00% Reduce -57.9% 897 $15K
Amalgamated Bank 0.00% No change 840 $14K

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

Show all 118 holders