California BancorpBCAL

13F holders, Q4 2025 (December 31)
146holders +28
33new positions
4sold out
5famous investors
$18.67avg. 13F price*

At the end of Q4 2025, 146 institutions reported holding California Bancorp (BCAL) in their 13F filings, up 28 from Q3 2025. 33 opened new positions and 4 sold out. The largest holders were Wellington Management Group LLP ($53.8M), Alliancebernstein L.P. ($43.8M) and Endeavour Capital Advisors Inc. ($33.0M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions33$23.8M
Exits4$1.2M

All 13F filers, Q3 2025 → Q4 2025: 3,090,929 shares bought and 2,089,449 shares sold, net +1,001,480 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 146 holders

Wellington Management Group LLP 0.01% Add +38.6% 2,882,833 $53.8M
Alliancebernstein L.P. 0.01% Reduce -4.2% 2,347,421 $43.8M
Endeavour Capital Advisors Inc. 9.17% Reduce -22.0% 1,765,077 $33.0M
BlackRock, Inc. 0.00% Add +1.7% 1,434,132 $26.8M
Vanguard Group Inc. 0.00% Add +0.6% 1,314,851 $24.5M
FJ Capital Management LLC 2.62% No change 1,271,636 $23.7M
Banc Funds Co. LLC 2.83% Reduce -8.3% 766,155 $14.3M
Manufacturers Life Insurance Company, The 0.01% Reduce -0.6% 760,364 $14.2M
Geode Capital Management, LLC 0.00% Reduce -0.7% 541,379 $10.1M
State Street Corp. 0.00% Reduce -3.4% 424,861 $8.0M
Kennedy Capital Management LLC 0.14% Add +0.2% 364,499 $6.8M
Dimensional Fund Advisors LP 0.00% Add +43.8% 314,448 $5.9M
Fourthstone LLC 0.96% Reduce -78.8% 275,432 $5.1M
Mendon Capital Advisors Corp. 1.86% Reduce -25.3% 254,878 $4.8M
Curi Capital, LLC 0.08% Reduce -25.0% 243,675 $4.5M
Morgan Stanley 0.00% Add +116.1% 225,851 $4.2M
Marshall Wace, LLP 0.00% Add +112.6% 219,196 $4.1M
Siena Capital Partners GP, LLC 1.05% No change 208,556 $3.9M
Jane Street Group, LLC 0.00% Add +277.7% 205,513 $3.8M
Petiole USA ltd 2.37% No change 195,604 $3.7M
Northern Trust Corp. 0.00% Reduce -7.4% 179,227 $3.3M
Bridgeway Capital Management, LLC 0.06% Add +41.9% 158,824 $3.0M
American Century Companies Inc. 0.00% Add +168.4% 148,244 $2.8M
Elizabeth Park Capital Advisors, Ltd. 2.19% New 142,646 $2.7M
Hennessy Advisors Inc. 0.08% Reduce -8.0% 115,000 $2.1M
Prudential Financial Inc. 0.00% New 113,191 $2.1M
Empowered Funds, LLC 0.04% Add +73.0% 111,124 $2.1M
Two Sigma Investments, LP 0.00% Add +48.0% 102,252 $1.9M
Algert Global LLC 0.03% New 98,835 $1.8M
Zacks Investment Management 0.01% New 98,261 $1.8M
Qube Research & Technologies Ltd 0.00% New 96,206 $1.8M
Goldman Sachs Group Inc. 0.00% Add +108.4% 94,490 $1.8M
Cerity Partners LLC 0.00% Add +1.7% 87,959 $1.6M
Arrowstreet Capital, Limited Partnership 0.00% New 87,273 $1.6M
D. E. Shaw & Co. 0.00% New 84,729 $1.6M
First Trust Advisors LP 0.00% Reduce -4.5% 83,230 $1.6M
Point72 Asset Management 0.00% New 73,901 $1.4M
Bank of America Corp. 0.00% Add +29.6% 70,727 $1.3M
UBS Group AG 0.00% Add +63.8% 66,889 $1.2M
Charles Schwab Investment Management Inc. 0.00% Add +0.3% 65,453 $1.2M
Bank of New York Mellon Corp 0.00% Reduce -0.6% 65,102 $1.2M
MAI Capital Management 0.01% Add +0.0% 63,611 $1.2M
Ameriprise Financial Inc. 0.00% New 61,825 $1.2M
Bedell Frazier Investment Counselling, LLC 0.22% Reduce -5.5% 61,815 $1.2M
Citadel Advisors 0.00% New 59,037 $1.1M
AQR Capital Management 0.00% Add +46.7% 56,136 $1.0M
JPMorgan Chase & Co. 0.00% Add +187.0% 54,753 $1.0M
PFG Advisors 0.05% Reduce -0.3% 54,450 $1.0M
Robertson Stephens Wealth Management, LLC 0.03% No change 53,579 $1.0M
Tudor Investment Corporation 0.01% New 52,065 $972K
Sei Investments Co. 0.00% New 52,010 $971K
Barclays PLC 0.00% Add +7.3% 50,298 $939K
Osaic Holdings, Inc. 0.00% Add +10.4% 46,129 $861K
Pacific Ridge Capital Partners, LLC 0.18% Reduce -28.9% 42,740 $798K
Pinnacle Associates Ltd. 0.01% No change 41,502 $775K
Creative Planning 0.00% Add +39.1% 40,880 $763K
HoldCo Asset Management, LP 0.06% No change 40,531 $757K
Nuveen, LLC 0.00% No change 39,951 $746K
Vance Wealth, LLC 0.20% Reduce -6.6% 35,133 $659K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 32,373 $604K
STRS Ohio 0.00% New 30,500 $569K
Mariner, LLC 0.00% Add +1.0% 29,554 $552K
Trexquant Investment LP 0.00% Add +34.1% 29,269 $546K
XTX Topco Ltd 0.01% Add +26.9% 28,841 $538K
Monograph Wealth Advisors, LLC 0.05% No change 28,000 $526K
EJF Capital LP 0.30% Reduce -70.5% 28,100 $525K
Keystone Wealth Services, LLC 0.11% No change 27,824 $519K
Wells Fargo & Company 0.00% Add +61.5% 27,017 $504K
Raymond James Financial Inc. 0.00% Add +9.8% 25,615 $478K
Quantinno Capital Management LP 0.00% Add +50.3% 25,562 $477K
Integrated Quantitative Investments LLC 0.10% New 25,440 $475K
Navalign, LLC 0.10% No change 22,800 $426K
FMR LLC 0.00% Add +2261.2% 21,534 $402K
Rhumbline Advisers 0.00% Reduce -13.3% 21,098 $394K
BNP Paribas Financial Markets 0.00% Add +319.2% 20,717 $387K
Man Group plc 0.00% New 19,301 $360K
HRT Financial LP 0.00% New 19,245 $359K
Sterling Capital Management LLC 0.01% Add +1336.9% 19,053 $356K
Pinnacle Wealth Management Advisory Group, LLC 0.02% New 18,350 $343K
EntryPoint Capital, LLC 0.13% Add +25.5% 17,893 $334K
Deutsche Bank AG 0.00% No change 16,642 $311K
PharVision Advisers, LLC 0.16% New 16,572 $309K
Invesco Ltd. 0.00% Add +4.4% 16,154 $302K
Susquehanna Fundamental Investments, LLC 0.01% New 16,035 $299K
Franklin Resources Inc. 0.00% New 14,584 $272K
MetLife Investment Management, LLC 0.00% No change 14,329 $268K
Aspiriant, LLC 0.01% No change 13,912 $260K
Legato Capital Management LLC 0.02% New 13,651 $255K
Woodward Diversified Capital, LLC 0.12% Add +0.6% 13,587 $254K
T. Rowe Price Associates Inc. 0.00% Add +8.1% 12,988 $243K
Creekside Partners 0.10% No change 12,839 $240K
Perigon Wealth Management, LLC 0.00% No change 12,441 $232K
Fiduciary Trust Co 0.00% Reduce -13.6% 12,248 $229K
First Manhattan Co. Llc. 0.00% No change 11,682 $219K
Centiva Capital, LP 0.01% New 11,594 $216K
Quadrature Capital Ltd 0.00% New 10,922 $204K
Jump Financial, LLC 0.00% New 10,909 $204K
Rockefeller Capital Management L.P. 0.00% Add +30.1% 10,838 $202K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -0.5% 10,474 $196K
Parallel Advisors, LLC 0.00% No change 10,097 $189K
ELCO Management Co., LLC 0.12% Reduce -23.5% 10,000 $187K
Canada Pension Plan Investment Board 0.00% New 9,200 $172K
State of Wyoming 0.01% Add +83.8% 7,007 $131K
SG Americas Securities, LLC 0.00% New 6,026 $113K
Citigroup Inc. 0.00% Add +732.1% 5,683 $106K
Police & Firemen's Retirement System of New Jersey 0.00% Reduce -28.8% 5,203 $97K
Caldwell Sutter Capital, Inc. 0.04% Reduce -0.9% 4,990 $93K
Daytona Street Capital LLC 0.07% — 4,800 $90K
Russell Investments Group, Ltd. 0.00% Add +87.9% 4,187 $78K
New York State Common Retirement Fund 0.00% No change 4,104 $77K
Cwm, LLC 0.00% Add +22.5% 2,773 $52K
CIBC Private Wealth Group LLC 0.00% No change 2,504 $47K
Legal & General Group Plc 0.00% Reduce -7.3% 2,010 $38K
Cullen/Frost Bankers, Inc. 0.00% New 1,931 $36K
Ameritas Investment Partners, Inc. 0.00% Reduce -20.4% 1,898 $35K
Steward Partners Investment Advisory, LLC 0.00% No change 1,710 $32K
Versant Capital Management, Inc 0.00% No change 1,514 $28K
Tower Research Capital LLC (TRC) 0.00% Add +11.7% 1,447 $27K
California State Teachers Retirement System 0.00% Reduce -21.5% 1,384 $26K
State of Alaska, Department of Revenue 0.00% No change 1,309 $24K
Quarry LP 0.00% Reduce -16.1% 1,120 $21K
EverSource Wealth Advisors, LLC 0.00% Reduce -8.3% 823 $15K
Amalgamated Bank 0.00% Reduce -15.9% 706 $13K
Royal Bank of Canada 0.00% Add +403.0% 664 $12K
Essential Partners LLC 0.00% Add +5.6% 379 $7K
Allworth Financial LP 0.00% Add +172.6% 368 $7K
Optiver Holding B.V. 0.00% No change 196 $4K
GAMMA Investing LLC 0.00% Add +34.1% 181 $3K
Smartleaf Asset Management LLC 0.00% New 169 $3K
Harbor Capital Advisors, Inc. 0.00% Reduce -2.0% 150 $3K
PNC Financial Services Group, Inc. 0.00% No change 138 $3K
Root Financial Partners, LLC 0.00% No change 114 $2K
Covestor Ltd 0.00% Add +87.0% 101 $2K
Mb, Levis & Associates, LLC 0.00% New 100 $2K
Raffa Wealth Management, LLC 0.00% New 79 $1K
Torren Management, LLC 0.00% — 49 $915
Farther Finance Advisors, LLC 0.00% New 47 $877
IFP Advisors, Inc 0.00% Reduce -25.0% 45 $840
True Wealth Design, LLC 0.00% Add +2.8% 37 $691
Parkside Financial Bank & Trust 0.00% No change 35 $654
Assetmark, Inc. 0.00% No change 28 $523
Nisa Investment Advisors, LLC 0.00% No change 16 $300
Sunbelt Securities, Inc. 0.00% Add +25.0% 10 $187
Rothschild Investment LLC 0.00% New 7 $131
Huntington National Bank 0.00% No change 1 $19
Arax Advisory Partners 0.00% Reduce -99.7% 1 $19

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