Institutional HoldersBeta

Who holds a company, from every 13F filed for the quarter, one row per filer exactly as filed, against the latest share count the company reported.

California BanCorp \ CA

CIK 0001795815BCAL· quarter ending 2026-06-30

Shares outstanding

32,150,541

as of 2026-08-04 · 10-Q cover page, filed 2026-08-07

Held by 13F filers

22,815,640

71.0% of shares outstanding

Holders

146

-9 vs 2026-03-31 · 13 new, 22 exited

Value

$469.5M

shares +4.5% vs prior quarter

Share classes (cover page of the 10-Q filed 2026-08-07, as of 2026-08-04)

Class	Listed	Shares outstanding	Held by 13F filers	% of class	Holders	CUSIP
Common stock	BCAL · NASDAQ	32,150,541	22,815,640	71.0%	146	84252A106

Each class is compared with its own share count; classes are not added together. A class that is not exchange-listed cannot be held by 13F filers.

Securities (CUSIPs held in 13F this quarter)

tick to combine

Count	CUSIP	Class (as filers write it)	Holders	Shares held	Class shares	% of class	Value	Options	Mapped via
	84252A106	COM	146	22,815,640	32,150,541	71.0%	$469.5M	—	13DG	holders →

Totals combine the ticked CUSIPs and update as you tick: common-stock classes by default; preferreds, notes, warrants and depositary shares are listed but not counted. "holders →" shows a single CUSIP on its own. Bonds are held as a principal amount, not shares. Options positions are never counted as holdings.

Top holders (146 of 146 · 84252A106)

change vs 2026-03-31

#	Filer	Shares	% of class	Value	Change
1	WELLINGTON MANAGEMENT GROUP LLP	2,447,278	7.61%	$51.0M	-240,206 (-8.9%)
2	FJ Capital Management LLC	2,054,534	6.39%	$42.8M	—
3	ALLIANCEBERNSTEIN L.P.	1,952,131	6.07%	$34.6M	-196,265 (-9.1%)
4	BlackRock, Inc.	1,925,599	5.99%	$40.1M	+467,195 (+32.0%)
5	ENDEAVOUR CAPITAL ADVISORS INC	1,655,639	5.15%	$34.5M	-163,486 (-9.0%)
6	VANGUARD CAPITAL MANAGEMENT LLC	1,104,260	3.43%	$23.0M	+58,473 (+5.6%)
7	STATE STREET CORP	850,362	2.64%	$17.8M	+80,312 (+10.4%)
8	BANC FUNDS CO LLC	816,155	2.54%	$17.0M	-15,000 (-1.8%)
9	MANUFACTURERS LIFE INSURANCE COMPANY, THE	791,794	2.46%	$16.5M	-3,515 (-0.4%)
10	GEODE CAPITAL MANAGEMENT, LLC	631,917	1.97%	$13.2M	+76,111 (+13.7%)
11	DIMENSIONAL FUND ADVISORS LP	630,055	1.96%	$13.1M	+159,863 (+34.0%)
12	AMERICAN CENTURY COMPANIES INC	591,957	1.84%	$12.3M	+224,040 (+60.9%)
13	KENNEDY CAPITAL MANAGEMENT LLC	441,542	1.37%	$9.2M	+10,923 (+2.5%)
14	ALGEBRIS (UK) LTD	402,410	1.25%	$8.4M	+275,937 (+218.2%)
15	MORGAN STANLEY	302,926	0.94%	$6.3M	+32,880 (+12.2%)
16	Elizabeth Park Capital Advisors, Ltd.	279,630	0.87%	$5.8M	+25,052 (+9.8%)
17	MENDON CAPITAL ADVISORS CORP	273,140	0.85%	$5.7M	-131,229 (-32.5%)
18	PRUDENTIAL FINANCIAL INC	254,651	0.79%	$5.3M	+79,790 (+45.6%)
19	Stieven Capital Advisors, L.P.	252,843	0.79%	$5.3M	NEW
20	Curi Capital, LLC	225,000	0.70%	$4.7M	-121,665 (-35.1%)
21	ALGERT GLOBAL LLC	223,529	0.70%	$4.7M	+45,669 (+25.7%)
22	VANGUARD PORTFOLIO MANAGEMENT LLC	222,304	0.69%	$4.6M	+69,781 (+45.8%)
23	NORTHERN TRUST CORP	221,501	0.69%	$4.6M	+32,855 (+17.4%)
24	BRIDGEWAY CAPITAL MANAGEMENT, LLC	213,457	0.66%	$4.4M	+10,630 (+5.2%)
25	Petiole USA ltd	189,804	0.59%	$4.0M	-2,500 (-1.3%)
26	TWO SIGMA INVESTMENTS, LP	186,346	0.58%	$3.9M	+123,472 (+196.4%)
27	Maloon Powers Pitre Higgins & Dennehy, LLC	170,396	0.53%	$3.6M	NEW
28	Qube Research & Technologies Ltd	169,757	0.53%	$3.5M	+1,146 (+0.7%)
29	Siena Capital Partners GP, LLC	156,362	0.49%	$3.3M	-52,194 (-25.0%)
30	JPMORGAN CHASE & CO	152,117	0.47%	$3.2M	+68,139 (+81.1%)
31	Empowered Funds, LLC	150,757	0.47%	$3.1M	+10,630 (+7.6%)
32	VANGUARD FIDUCIARY TRUST CO	150,381	0.47%	$3.1M	+5,378 (+3.7%)
33	AQR CAPITAL MANAGEMENT LLC	114,240	0.36%	$2.4M	+21,853 (+23.7%)
34	CITADEL ADVISORS LLC	112,548	0.35%	$2.3M	+45,729 (+68.4%)
35	GOLDMAN SACHS GROUP INC	104,200	0.32%	$2.2M	-53,660 (-34.0%)
36	HENNESSY ADVISORS INC	97,000	0.30%	$2.0M	-8,000 (-7.6%)
37	Cerity Partners LLC	89,606	0.28%	$1.9M	+192 (+0.2%)
38	FIRST TRUST ADVISORS LP	84,996	0.26%	$1.8M	+2,473 (+3.0%)
39	Bank of New York Mellon Corp	83,223	0.26%	$1.7M	+13,032 (+18.6%)
40	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	73,008	0.23%	$1.5M	+13,718 (+23.1%)
41	BANK OF AMERICA CORP /DE/	70,438	0.22%	$1.5M	-19,128 (-21.4%)
42	Creative Planning	67,804	0.21%	$1.4M	+18,656 (+38.0%)
43	Man Group plc	65,675	0.20%	$1.4M	+9,331 (+16.6%)
44	MAI Capital Management	63,680	0.20%	$1.3M	+79 (+0.1%)
45	D. E. Shaw & Co., Inc.	60,541	0.19%	$1.3M	-4,132 (-6.4%)
46	Squarepoint Ops LLC	55,679	0.17%	$1.2M	+35,664 (+178.2%)
47	PFG Advisors	54,450	0.17%	$1.1M	—
48	Robertson Stephens Wealth Management, LLC	53,579	0.17%	$1.1M	—
49	UBS Group AG	52,319	0.16%	$1.1M	-5,342 (-9.3%)
50	PINNACLE ASSOCIATES LTD	51,443	0.16%	$1.1M	+1,430 (+2.9%)
51	PRINCIPAL FINANCIAL GROUP INC	48,964	0.15%	$1.0M	+3,276 (+7.2%)
52	SEI INVESTMENTS CO	48,771	0.15%	$1.0M	-45,703 (-48.4%)
53	Quantinno Capital Management LP	45,139	0.14%	$941K	+12,153 (+36.8%)
54	Pacific Ridge Capital Partners, LLC	42,263	0.13%	$881K	-486 (-1.1%)
55	HoldCo Asset Management, LP	40,531	0.13%	$845K	—
56	Nuveen, LLC	38,430	0.12%	$801K	-1,521 (-3.8%)
57	HRT FINANCIAL LP	37,187	0.12%	$774K	+26,829 (+259.0%)
58	OSAIC HOLDINGS, INC.	36,162	0.11%	$754K	+30,970 (+596.5%)
59	BNP PARIBAS FINANCIAL MARKETS	35,802	0.11%	$746K	+18,936 (+112.3%)
60	STRS OHIO	35,200	0.11%	$734K	+4,700 (+15.4%)
61	VANCE WEALTH, LLC	35,133	0.11%	$736K	—
62	Fiduciary Trust Co	32,650	0.10%	$680K	+3,361 (+11.5%)
63	BARCLAYS PLC	32,497	0.10%	$677K	+709 (+2.2%)
64	Mariner, LLC	31,651	0.10%	$660K	-264 (-0.8%)
65	LOS ANGELES CAPITAL MANAGEMENT LLC	30,170	0.09%	$629K	+8,650 (+40.2%)
66	RHUMBLINE ADVISERS	29,887	0.09%	$623K	+9,849 (+49.2%)
67	Invesco Ltd.	29,813	0.09%	$621K	+7,482 (+33.5%)
68	Schonfeld Strategic Advisors LLC	29,146	0.09%	$607K	+17,843 (+157.9%)
69	ALPS ADVISORS INC	28,623	0.09%	$597K	+353 (+1.2%)
70	MONOGRAPH WEALTH ADVISORS, LLC	28,000	0.09%	$586K	—
71	Keystone Wealth Services, LLC	27,824	0.09%	$580K	—
72	Connor, Clark & Lunn Investment Management Ltd.	26,261	0.08%	$547K	-2,842 (-9.8%)
73	EJF Capital LP	25,877	0.08%	$539K	-541 (-2.0%)
74	DEUTSCHE BANK AG\	25,531	0.08%	$532K	+8,889 (+53.4%)
75	MARSHALL WACE, LLP	25,369	0.08%	$529K	NEW
76	CITIGROUP INC	25,024	0.08%	$522K	+1,163 (+4.9%)
77	ELCO Management Co., LLC	23,140	0.07%	$482K	-2,784 (-10.7%)
78	Russell Investments Group, Ltd.	23,018	0.07%	$480K	+15,782 (+218.1%)
79	RAYMOND JAMES FINANCIAL INC	22,204	0.07%	$463K	-400 (-1.8%)
80	WELLS FARGO & COMPANY/MN	21,926	0.07%	$457K	+13,479 (+159.6%)
81	PRICE T ROWE ASSOCIATES INC /MD/	21,783	0.07%	$454K	+6,468 (+42.2%)
82	Navalign, LLC	21,731	0.07%	$453K	-1,069 (-4.7%)
83	EntryPoint Capital, LLC	21,395	0.07%	$446K	—
84	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	21,281	0.07%	$443K	—
85	SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC	16,565	0.05%	$345K	-18,855 (-53.2%)
86	SEIZERT CAPITAL PARTNERS, LLC	16,442	0.05%	$343K	NEW
87	XTX Topco Ltd	16,252	0.05%	$339K	-28,998 (-64.1%)
88	MetLife Investment Management, LLC	15,925	0.05%	$332K	+1,596 (+11.1%)
89	Rafferty Asset Management, LLC	14,940	0.05%	$311K	-9,566 (-39.0%)
90	ASPIRIANT, LLC	13,912	0.04%	$290K	—
91	WOODWARD DIVERSIFIED CAPITAL, LLC	13,647	0.04%	$284K	—
92	Creekside Partners	12,839	0.04%	$268K	—
93	Perigon Wealth Management, LLC	12,399	0.04%	$258K	—
94	SG Americas Securities, LLC	12,170	0.04%	$254K	+2,942 (+31.9%)
95	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	12,056	0.04%	$251K	+1,313 (+12.2%)
96	Sterling Capital Management LLC	11,902	0.04%	$248K	-127 (-1.1%)
97	Entropy Technologies, LP	11,670	0.04%	$243K	NEW
98	GUGGENHEIM CAPITAL LLC	11,110	0.03%	$232K	NEW
99	State of Wyoming	11,026	0.03%	$230K	-3,906 (-26.2%)
100	OCCUDO QUANTITATIVE STRATEGIES LP	10,873	0.03%	$227K	NEW
101	Rockefeller Capital Management L.P.	10,838	0.03%	$226K	—
102	Mesirow Financial Investment Management, Inc.	10,784	0.03%	$225K	+58 (+0.5%)
103	Parallel Advisors, LLC	10,563	0.03%	$220K	-1,257 (-10.6%)
104	Pinnacle Wealth Management Advisory Group, LLC	10,495	0.03%	$219K	-5,870 (-35.9%)
105	MERCER GLOBAL ADVISORS INC /ADV	9,826	0.03%	$205K	NEW
106	NEW YORK STATE COMMON RETIREMENT FUND	9,204	0.03%	$192K	+5,100 (+124.3%)
107	Vanguard Global Advisers, LLC	8,604	0.03%	$179K	—
108	Police & Firemen's Retirement System of New Jersey	7,721	0.02%	$161K	+2,518 (+48.4%)
109	CALDWELL SUTTER CAPITAL, INC.	4,898	0.02%	$102K	—
110	Daytona Street Capital LLC	4,800	0.01%	$99K	—
111	Legal & General Group Plc	2,547	0.01%	$53K	+608 (+31.4%)
112	Ameritas Investment Partners, Inc.	2,376	0.01%	$50K	+478 (+25.2%)
113	ROYAL BANK OF CANADA	2,311	0.01%	$49K	+217 (+10.4%)
114	Aquatic Capital Management LLC	1,913	0.01%	$40K	-15,999 (-89.3%)
115	Steward Partners Investment Advisory, LLC	1,710	0.01%	$36K	—
116	Tower Research Capital LLC (TRC)	1,609	0.01%	$34K	-116 (-6.7%)
117	Versant Capital Management, Inc	1,584	0.00%	$33K	—
118	State of Alaska, Department of Revenue	1,309	0.00%	$27K	—
119	FMR LLC	1,227	0.00%	$26K	-22,251 (-94.8%)
120	Arax Advisory Partners	726	0.00%	$15K	+687 (+1761.5%)
121	Covestor Ltd	582	0.00%	$12K	+80 (+15.9%)
122	Silver Grove Financial Group, Inc.	426	0.00%	$9K	NEW
123	Allworth Financial LP	406	0.00%	$8K	-52 (-11.4%)
124	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	315	0.00%	$7K	-902 (-74.1%)
125	HARBOR CAPITAL ADVISORS, INC.	292	0.00%	$6K	—
126	FEDERATED HERMES, INC.	235	0.00%	$5K	NEW
127	GAMMA Investing LLC	202	0.00%	$4K	-27 (-11.8%)
128	Smartleaf Asset Management LLC	169	0.00%	$4K	—
129	EverSource Wealth Advisors, LLC	151	0.00%	$3K	-719 (-82.6%)
130	Essential Partners LLC	141	0.00%	$3K	+21 (+17.5%)
131	IFP Advisors, Inc	115	0.00%	$2K	+69 (+150.0%)
132	ROTHSCHILD INVESTMENT LLC	100	0.00%	$2K	+44 (+78.6%)
133	RAFFA WEALTH MANAGEMENT, LLC	79	0.00%	$2K	—
134	Optiver Holding B.V.	52	0.00%	$1K	-160 (-75.5%)
135	True Wealth Design, LLC	44	0.00%	$917	+8 (+22.2%)
136	Transamerica Financial Advisors, LLC	43	0.00%	$896	NEW
137	Parkside Financial Bank & Trust	35	0.00%	$730	—
138	ASSETMARK, INC	28	0.00%	$584	—
139	Physician Wealth Advisors, Inc.	26	0.00%	$542	NEW
140	Basecamp Wealth Advisors LLC	24	0.00%	$500	+12 (+100.0%)
141	PNC Financial Services Group, Inc.	19	0.00%	$396	—
142	NISA INVESTMENT ADVISORS, LLC	17	0.00%	$356	+1 (+6.3%)
143	Farther Finance Advisors, LLC	11	0.00%	$230	-18 (-62.1%)
144	SJS Investment Consulting Inc.	5	0.00%	$105	+3 (+150.0%)
145	Caitong International Asset Management Co., Ltd	3	0.00%	$63	NEW
146	HUNTINGTON NATIONAL BANK	1	0.00%	$21	—

Exited since 2026-03-31 (22 filers; largest 22 shown)

Point72 Asset Management, L.P.	−68,118
MILLENNIUM MANAGEMENT LLC	−67,836
Bedell Frazier Investment Counselling, LLC	−61,815
Y-Intercept (Hong Kong) Ltd	−56,251
AMERIPRISE FINANCIAL INC	−55,100
Integrated Quantitative Investments LLC	−49,604
JANE STREET GROUP, LLC	−38,200
Legato Capital Management LLC	−37,815
Precision Wealth Strategies, LLC	−29,471
VARCOV Co.	−23,310
SUSQUEHANNA INTERNATIONAL GROUP, LLP	−19,204
Verition Fund Management LLC	−16,165
ExodusPoint Capital Management, LP	−15,522
FIRST MANHATTAN CO. LLC.	−11,682
MIRABELLA FINANCIAL SERVICES LLP	−11,058
Fourthstone LLC	−10,245
CWM, LLC	−4,107
Hudson Bay Capital Management LP	−2,380
Advisory Services Network, LLC	−610
Root Financial Partners, LLC	−136
Cullen/Frost Bankers, Inc.	−131
Sunbelt Securities, Inc.	−10

Large holders from 13D/13G (latest per reporting person, last 2 years)

Filed when a holder crosses 5% or changes materially, so often more current than the quarter-end 13F. Percentages are the filer's own, against the share count they used.

Reporting person	Form	Filed	Event	Shares	% of class
AllianceBernstein L.P.	SCHEDULE 13G/A	2026-08-14	2026-06-30	1,952,131	6.1%
Wellington Management Group LLP	SCHEDULE 13G/A	2026-08-13	2026-06-30	2,447,278	7.6%
Wellington Management Company LLP	SCHEDULE 13G/A	2026-08-13	2026-06-30	2,447,278	7%
Wellington Investment Advisors Holdings LLP	SCHEDULE 13G/A	2026-08-13	2026-06-30	2,447,278	7.6%
Wellington Group Holdings LLP	SCHEDULE 13G/A	2026-08-13	2026-06-30	2,447,278	7.6%
BlackRock, Inc.	SCHEDULE 13G	2026-07-27	2026-06-30	1,790,663	5.6%
Jonah Marcus	SCHEDULE 13G/A	2026-02-13	2025-12-31	1,765,077	5.4%
Endeavour Capital Advisors Inc.	SCHEDULE 13G/A	2026-02-13	2025-12-31	1,755,219	5.4%
Mitchell J. Katz	SCHEDULE 13G/A	2026-02-13	2025-12-31	1,755,219	5.4%
Laurence M. Austin	SCHEDULE 13G/A	2026-02-13	2025-12-31	1,755,219	5.4%
Castle Creek Capital Partners VI, LP	SCHEDULE 13G/A	2026-02-10	2025-12-31	1,522,105	4.7%
Castle Creek Capital VI LLC	SCHEDULE 13G/A	2026-02-10	2025-12-31	1,522,105	4.7%
Martin Friedman	SCHEDULE 13G	2026-01-29	2026-01-29	2,054,534	6.34%
FJ Capital Management LLC	SCHEDULE 13G	2026-01-29	2026-01-29	2,054,534	6.34%
Financial Opportunity Fund LLC	SCHEDULE 13G	2026-01-29	2026-01-29	2,054,534	6.34%
Fourthstone Small-Cap Financials Fund LP	SCHEDULE 13G/A	2025-11-14	2025-09-30	33,511	0.1%
L. Phillip Stone, IV	SCHEDULE 13G/A	2025-11-14	2025-09-30	1,301,394	4%
Fourthstone QP Opportunity Fund LP	SCHEDULE 13G/A	2025-11-14	2025-09-30	266,437	0.82%
Fourthstone Master Opportunity Fund Ltd	SCHEDULE 13G/A	2025-11-14	2025-09-30	1,001,446	3.08%
Fourthstone LLC	SCHEDULE 13G/A	2025-11-14	2025-09-30	1,301,394	4%
Fourthstone GP LLC	SCHEDULE 13G/A	2025-11-14	2025-09-30	299,948	0.92%

Source: SEC Form 13F-HR information tables for the quarter ending 2026-06-30 (filed within 45 days of quarter end; amendments applied; values normalised to dollars), the share count from the company's latest 10-K/10-Q XBRL cover page, and Schedule 13D/13G filings. Each row is a legal 13F filer as filed — related entities (e.g. Vanguard's advisers) are not merged. Retail brokerage accounts are not reported on 13F, so the remainder is mostly retail and insiders.