California BancorpBCAL

13F holders, Q2 2026 (June 30)
146holders −9
12new positions
19sold out
3famous investors
$20.58avg. 13F price*

At the end of Q2 2026, 146 institutions reported holding California Bancorp (BCAL) in their 13F filings, down 9 from Q1 2026. 12 opened new positions and 19 sold out. The largest holders were Wellington Management Group LLP ($51.0M), FJ Capital Management LLC ($42.8M) and BlackRock, Inc. ($40.1M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital 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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions12$7.1M
Exits19$9.1M

All 13F filers, Q1 2026 → Q2 2026: 2,565,946 shares bought and 1,693,593 shares sold, net +872,353 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 146 holders

Wellington Management Group LLP 0.01% Reduce -8.9% 2,447,278 $51.0M
FJ Capital Management LLC 5.56% No change 2,054,534 $42.8M
BlackRock, Inc. 0.00% Add +32.0% 1,925,599 $40.1M
Alliancebernstein L.P. 0.01% Reduce -9.1% 1,952,131 $34.6M
Endeavour Capital Advisors Inc. 7.08% Reduce -9.0% 1,655,639 $34.5M
Vanguard Capital Management LLC 0.00% Add +5.6% 1,104,260 $23.0M
State Street Corp. 0.00% Add +10.4% 850,362 $17.8M
Banc Funds Co. LLC 2.81% Reduce -1.8% 816,155 $17.0M
Manufacturers Life Insurance Company, The 0.01% Reduce -0.4% 791,794 $16.5M
Geode Capital Management, LLC 0.00% Add +13.7% 631,917 $13.2M
Dimensional Fund Advisors LP 0.00% Add +34.0% 630,055 $13.1M
American Century Companies Inc. 0.01% Add +60.9% 591,957 $12.3M
Kennedy Capital Management LLC 0.16% Add +2.5% 441,542 $9.2M
Algebris (uk) Ltd. 0.56% Add +218.2% 402,410 $8.4M
Morgan Stanley 0.00% Add +12.2% 302,926 $6.3M
Elizabeth Park Capital Advisors, Ltd. 4.03% Add +9.8% 279,630 $5.8M
Mendon Capital Advisors Corp. 2.01% Reduce -32.5% 273,140 $5.7M
Prudential Financial Inc. 0.01% Add +45.6% 254,651 $5.3M
Stieven Capital Advisors, L.P. 1.01% New 252,843 $5.3M
Curi Capital, LLC 0.07% Reduce -35.1% 225,000 $4.7M
Algert Global LLC 0.06% Add +25.7% 223,529 $4.7M
Vanguard Portfolio Management LLC 0.00% Add +45.8% 222,304 $4.6M
Northern Trust Corp. 0.00% Add +17.4% 221,501 $4.6M
Bridgeway Capital Management, LLC 0.08% Add +5.2% 213,457 $4.4M
Petiole USA ltd 2.84% Reduce -1.3% 189,804 $4.0M
Two Sigma Investments, LP 0.00% Add +196.4% 186,346 $3.9M
Maloon Powers Pitre Higgins & Dennehy, LLC 1.22% — 170,396 $3.6M
Qube Research & Technologies Ltd 0.00% Add +0.7% 169,757 $3.5M
Siena Capital Partners GP, LLC 0.79% Reduce -25.0% 156,362 $3.3M
JPMorgan Chase & Co. 0.00% Add +81.1% 152,117 $3.2M
Empowered Funds, LLC 0.02% Add +7.6% 150,757 $3.1M
Vanguard Fiduciary Trust Co. 0.00% Add +3.7% 150,381 $3.1M
AQR Capital Management 0.00% Add +23.6% 114,240 $2.4M
Citadel Advisors 0.00% Add +68.4% 112,548 $2.3M
Goldman Sachs Group Inc. 0.00% Reduce -34.0% 104,200 $2.2M
Hennessy Advisors Inc. 0.06% Reduce -7.6% 97,000 $2.0M
Cerity Partners LLC 0.00% Add +0.2% 89,606 $1.9M
First Trust Advisors LP 0.00% Add +3.0% 84,996 $1.8M
Bank of New York Mellon Corp 0.00% Add +18.6% 83,223 $1.7M
Charles Schwab Investment Management Inc. 0.00% Add +23.1% 73,008 $1.5M
Bank of America Corp. 0.00% Reduce -21.4% 70,438 $1.5M
Creative Planning 0.00% Add +38.0% 67,804 $1.4M
Man Group plc 0.00% Add +16.6% 65,675 $1.4M
MAI Capital Management 0.01% Add +0.1% 63,680 $1.3M
D. E. Shaw & Co. 0.00% Reduce -6.4% 60,541 $1.3M
Squarepoint Ops LLC 0.00% Add +178.2% 55,679 $1.2M
PFG Advisors 0.06% No change 54,450 $1.1M
Robertson Stephens Wealth Management, LLC 0.03% No change 53,579 $1.1M
UBS Group AG 0.00% Reduce -9.3% 52,319 $1.1M
Pinnacle Associates Ltd. 0.01% Add +2.9% 51,443 $1.1M
Principal Financial Group Inc. 0.00% Add +7.2% 48,964 $1.0M
Sei Investments Co. 0.00% Reduce -48.4% 48,771 $1.0M
Quantinno Capital Management LP 0.00% Add +36.8% 45,139 $941K
Pacific Ridge Capital Partners, LLC 0.16% Reduce -1.1% 42,263 $881K
HoldCo Asset Management, LP 0.05% No change 40,531 $845K
Nuveen, LLC 0.00% Reduce -3.8% 38,430 $801K
HRT Financial LP 0.00% Add +259.0% 37,187 $774K
Osaic Holdings, Inc. 0.00% Add +596.5% 36,162 $754K
BNP Paribas Financial Markets 0.00% Add +112.3% 35,802 $746K
Vance Wealth, LLC 0.17% No change 35,133 $736K
STRS Ohio 0.00% Add +15.4% 35,200 $734K
Fiduciary Trust Co 0.01% Add +11.5% 32,650 $680K
Barclays PLC 0.00% Add +2.2% 32,497 $677K
Mariner, LLC 0.00% Reduce -0.8% 31,651 $660K
Los Angeles Capital Management LLC 0.00% Add +40.2% 30,170 $629K
Rhumbline Advisers 0.00% Add +49.1% 29,887 $623K
Invesco Ltd. 0.00% Add +33.5% 29,813 $621K
Schonfeld Strategic Advisors LLC 0.00% Add +157.9% 29,146 $607K
Alps Advisors Inc. 0.00% Add +1.3% 28,623 $597K
Monograph Wealth Advisors, LLC 0.05% No change 28,000 $586K
Keystone Wealth Services, LLC 0.11% No change 27,824 $580K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -9.8% 26,261 $547K
EJF Capital LP 0.36% Reduce -2.0% 25,877 $539K
Deutsche Bank AG 0.00% Add +53.4% 25,531 $532K
Marshall Wace, LLP 0.00% New 25,369 $529K
Citigroup Inc. 0.00% Add +4.9% 25,024 $522K
ELCO Management Co., LLC 0.21% Reduce -10.7% 23,140 $482K
Russell Investments Group, Ltd. 0.00% Add +218.1% 23,018 $480K
Raymond James Financial Inc. 0.00% Reduce -1.8% 22,204 $463K
Wells Fargo & Company 0.00% Add +159.6% 21,926 $457K
T. Rowe Price Associates Inc. 0.00% Add +42.2% 21,783 $454K
Navalign, LLC 0.11% Reduce -4.7% 21,731 $453K
EntryPoint Capital, LLC 0.11% No change 21,395 $446K
Arrowstreet Capital, Limited Partnership 0.00% No change 21,281 $443K
Susquehanna Fundamental Investments, LLC 0.01% Reduce -53.2% 16,565 $345K
Seizert Capital Partners, LLC 0.01% New 16,442 $343K
XTX Topco Ltd 0.00% Reduce -64.1% 16,252 $339K
MetLife Investment Management, LLC 0.00% Add +11.1% 15,925 $332K
Rafferty Asset Management, LLC 0.00% Reduce -39.0% 14,940 $311K
Aspiriant, LLC 0.01% No change 13,912 $290K
Woodward Diversified Capital, LLC 0.13% No change 13,647 $284K
Creekside Partners 0.10% No change 12,839 $268K
Perigon Wealth Management, LLC 0.00% No change 12,399 $258K
SG Americas Securities, LLC 0.00% Add +31.9% 12,170 $254K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +12.2% 12,056 $251K
Sterling Capital Management LLC 0.00% Reduce -1.1% 11,902 $248K
Entropy Technologies, LP 0.01% New 11,670 $243K
Guggenheim Capital LLC 0.00% New 11,110 $232K
State of Wyoming 0.02% Reduce -26.2% 11,026 $230K
Occudo Quantitative Strategies LP 0.01% New 10,873 $227K
Rockefeller Capital Management L.P. 0.00% No change 10,838 $226K
Mesirow Financial Investment Management, Inc. 0.00% Add +0.5% 10,784 $225K
Parallel Advisors, LLC 0.00% Reduce -10.6% 10,563 $220K
Pinnacle Wealth Management Advisory Group, LLC 0.01% Reduce -35.9% 10,495 $219K
Mercer Global Advisors Inc. 0.00% New 9,826 $205K
New York State Common Retirement Fund 0.00% Add +124.3% 9,204 $192K
Vanguard Global Advisers, LLC 0.00% No change 8,604 $179K
Police & Firemen's Retirement System of New Jersey 0.00% Add +48.4% 7,721 $161K
Caldwell Sutter Capital, Inc. 0.04% No change 4,898 $102K
Daytona Street Capital LLC 0.07% No change 4,800 $99K
Legal & General Group Plc 0.00% Add +31.4% 2,547 $53K
Ameritas Investment Partners, Inc. 0.00% Add +25.2% 2,376 $50K
Royal Bank of Canada 0.00% Add +10.4% 2,311 $49K
Aquatic Capital Management LLC 0.00% Reduce -89.3% 1,913 $40K
Steward Partners Investment Advisory, LLC 0.00% No change 1,710 $36K
Tower Research Capital LLC (TRC) 0.00% Reduce -6.7% 1,609 $34K
Versant Capital Management, Inc 0.00% No change 1,584 $33K
State of Alaska, Department of Revenue 0.00% No change 1,309 $27K
FMR LLC 0.00% Reduce -94.8% 1,227 $26K
Arax Advisory Partners 0.00% Add +1761.5% 726 $15K
Covestor Ltd 0.01% Add +15.9% 582 $12K
Silver Grove Financial Group, Inc. 0.00% New 426 $9K
Allworth Financial LP 0.00% Reduce -11.3% 406 $8K
California State Teachers Retirement System 0.00% Reduce -74.1% 315 $7K
Harbor Capital Advisors, Inc. 0.00% No change 292 $6K
Federated Hermes, Inc. 0.00% New 235 $5K
GAMMA Investing LLC 0.00% Reduce -11.8% 202 $4K
Smartleaf Asset Management LLC 0.00% No change 169 $4K
EverSource Wealth Advisors, LLC 0.00% Reduce -82.6% 151 $3K
Essential Partners LLC 0.00% Add +17.5% 141 $3K
IFP Advisors, Inc 0.00% Add +150.0% 115 $2K
Rothschild Investment LLC 0.00% Add +78.6% 100 $2K
Raffa Wealth Management, LLC 0.00% No change 79 $2K
Optiver Holding B.V. 0.00% Reduce -75.5% 52 $1K
True Wealth Design, LLC 0.00% Add +22.2% 44 $917
Transamerica Financial Advisors, LLC 0.00% New 43 $896
Parkside Financial Bank & Trust 0.00% No change 35 $730
Assetmark, Inc. 0.00% No change 28 $584
Physician Wealth Advisors, Inc. 0.00% New 26 $542
Basecamp Wealth Advisors LLC 0.00% Add +100.0% 24 $500
PNC Financial Services Group, Inc. 0.00% No change 19 $396
Nisa Investment Advisors, LLC 0.00% Add +6.3% 17 $356
Farther Finance Advisors, LLC 0.00% Reduce -62.1% 11 $230
SJS Investment Consulting Inc. 0.00% Add +150.0% 5 $105
Caitong International Asset Management Co., Ltd 0.00% New 3 $63
Huntington National Bank 0.00% No change 1 $21

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