SEC 13F Intelligence

BCALCALIFORNIA BANCORP

CUSIP 84252A106 · Yahoo Finance ↗ · Google Finance ↗

California Bancorp (BCAL) has 151 institutional holders in Filings Flow’s 13F database, together reporting 21.73M shares worth $384M as of Q1 2026. The largest reported holders are Wellington Management Group LLP, Alliancebernstein L.P., and Castle Creek Capital Partners Vi, LP.

Institutional Holders
151
Q1 2026
Reported Value
$384M
Ticker
BCAL
Quarters Tracked
6

Ownership Trend

Institutional holders
Q2 ’21: 2Q2 ’21Q4 ’21: 2Q4 ’21Q4 ’22: 2Q4 ’22Q4 ’25: 142Q4 ’25Q1 ’26: 151Q1 ’26Q2 ’26: 6Q2 ’26filingsflow.com
Total reported value
Q2 ’21: $14MQ2 ’21Q4 ’21: $14MQ4 ’21Q4 ’22: $4MQ4 ’22Q4 ’25: $369MQ4 ’25Q1 ’26: $384MQ1 ’26Q2 ’26: $3MQ2 ’26filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
ENDEAVOUR CAPITAL ADVISORS INC$441M AUM7.31%$32M1.82MQ1 2026OLDER
FJ Capital Management LLC$888M AUM4.10%$36M2.05MQ1 2026OLDER
Elizabeth Park Capital Advisors, Ltd.$130M AUM3.47%$5M254.6KQ1 2026OLDER
MENDON CAPITAL ADVISORS CORP$258M AUM2.78%$7M404.4KQ1 2026OLDER
BANC FUNDS CO LLC$537M AUM2.74%$15M831.2KQ1 2026OLDER
Petiole USA ltd$143M AUM2.38%$3M192.3KQ1 2026OLDER
Siena Capital Partners GP, LLC$385M AUM0.96%$4M208.6KQ1 2026OLDER
EJF Capital LP$142M AUM0.33%$468,12726.4KQ1 2026OLDER
Bedell Frazier Investment Counselling, LLC$495M AUM0.22%$1M61.8KQ1 2026OLDER
VANCE WEALTH, LLC$346M AUM0.18%$626,07035.1KQ1 2026OLDER
Precision Wealth Strategies, LLC$301M AUM0.17%$522,22629.5KQ1 2026OLDER
Pacific Ridge Capital Partners, LLC$462M AUM0.16%$757,51242.7KQ1 2026OLDER
ALGEBRIS (UK) LTD$1.4B AUM0.16%$2M126.5KQ1 2026OLDER
KENNEDY CAPITAL MANAGEMENT LLC$4.7B AUM0.16%$8M430.6KQ1 2026OLDER
Integrated Quantitative Investments LLC$551M AUM0.16%$878,98349.6KQ1 2026OLDER
VARCOV Co.$268M AUM0.15%$413,05323.3KQ1 2026OLDER
WOODWARD DIVERSIFIED CAPITAL, LLC$220M AUM0.12%$256,55513.6KQ1 2026OLDER
EntryPoint Capital, LLC$341M AUM0.11%$379,11921.4KQ1 2026OLDER
Curi Capital, LLC$5.6B AUM0.11%$6M346.7KQ1 2026OLDER
Keystone Wealth Services, LLC$468M AUM0.11%$493,04127.8KQ1 2026OLDER
Navalign, LLC$396M AUM0.10%$404,01622.8KQ1 2026OLDER
Creekside Partners$243M AUM0.09%$227,50712.8KQ1 2026OLDER
BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM0.07%$4M202.8KQ1 2026OLDER
HENNESSY ADVISORS INC$2.8B AUM0.07%$2M105.0KQ1 2026OLDER
Daytona Street Capital LLC$130M AUM0.07%$86,5444.8KQ1 2026OLDER
HoldCo Asset Management, LP$1.3B AUM0.05%$718,20940.5KQ1 2026OLDER
MONOGRAPH WEALTH ADVISORS, LLC$1.1B AUM0.05%$498,96028.0KQ1 2026OLDER
PFG Advisors$2.1B AUM0.05%$964,85454.5KQ1 2026OLDER
CALDWELL SUTTER CAPITAL, INC.$246M AUM0.04%$86,7934.9KQ1 2026OLDER
State of Wyoming$844M AUM0.03%$264,59514.9KQ1 2026OLDER
Fourthstone LLC$590M AUM0.03%$181,54110.2KQ1 2026OLDER
Robertson Stephens Wealth Management, LLC$3.6B AUM0.03%$954,77853.6KQ1 2026OLDER
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$2.7B AUM0.02%$627,64235.4KQ1 2026OLDER
Pinnacle Wealth Management Advisory Group, LLC$1.5B AUM0.02%$289,98816.4KQ1 2026OLDER
Y-Intercept (Hong Kong) Ltd$5.3B AUM0.02%$996,76856.3KQ1 2026OLDER
MIRABELLA FINANCIAL SERVICES LLP$1.1B AUM0.02%$195,94811.1KQ1 2026OLDER
Empowered Funds, LLC$15.7B AUM0.02%$2M140.1KQ2 2026
ZACKS INVESTMENT MANAGEMENT$12.5B AUM0.01%$2M98.3KQ4 2025OLDER
XTX Topco Ltd$5.8B AUM0.01%$801,83045.3KQ1 2026OLDER
ALLIANCEBERNSTEIN L.P.$308.8B AUM0.01%$40M2.15MQ1 2026OLDER
SageView Advisory Group, LLC$3.0B AUM0.01%$370,96422.2KQ3 2025OLDER
MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM0.01%$14M795.3KQ1 2026OLDER
PINNACLE ASSOCIATES LTD$7.8B AUM0.01%$886,23050.0KQ1 2026OLDER
Aquatic Capital Management LLC$3.5B AUM0.01%$317,40117.9KQ1 2026OLDER
WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM0.01%$48M2.69MQ1 2026OLDER
ASPIRIANT, LLC$3.5B AUM0.01%$246,52113.9KQ1 2026OLDER
MAI Capital Management$17.7B AUM0.01%$1M63.6KQ1 2026OLDER
FIDUCIARY TRUST CO$8.5B AUM0.01%$519,00129.3KQ1 2026OLDER
Trexquant Investment LP$13.9B AUM0.00%$546,45229.3KQ4 2025OLDER
Point72 Asia (Singapore) Pte. Ltd.$646M AUM0.00%$30,6311.8KQ3 2025OLDER
Sterling Capital Management LLC$5.3B AUM0.00%$213,15412.0KQ1 2026OLDER
Perigon Wealth Management, LLC$5.5B AUM0.00%$219,71012.4KQ1 2026OLDER
PRUDENTIAL FINANCIAL INC$81.2B AUM0.00%$3M174.9KQ1 2026OLDER
Parallel Advisors, LLC$5.6B AUM0.00%$209,45011.8KQ2 2026
MARSHALL WACE, LLP$100.4B AUM0.00%$4M219.2KQ4 2025OLDER
AMERICAN CENTURY COMPANIES INC$194.3B AUM0.00%$7M367.9KQ1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$3M168.6KQ1 2026OLDER
Quarry LP$558M AUM0.00%$20,9101.1KQ4 2025OLDER
Mesirow Financial Investment Management, Inc.$6.2B AUM0.00%$190,06810.7KQ1 2026OLDER
Versant Capital Management, Inc$1.1B AUM0.00%$33,0111.6KQ2 2026
Cubist Systematic Strategies, LLC$21.0B AUM0.00%$573,88634.4KQ3 2025OLDER
Jump Financial, LLC$7.5B AUM0.00%$203,67110.9KQ4 2025OLDER
ALPS ADVISORS INC$21.3B AUM0.00%$500,94428.3KQ1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$2M89.4KQ1 2026OLDER
ExodusPoint Capital Management, LP$12.6B AUM0.00%$275,05015.5KQ1 2026OLDER
STRS OHIO$25.2B AUM0.00%$540,46030.5KQ1 2026OLDER
Quadrature Capital Ltd$8.4B AUM0.00%$203,91410.9KQ4 2025OLDER
Verition Fund Management LLC$15.4B AUM0.00%$286,44416.2KQ1 2026OLDER
Man Group plc$55.1B AUM0.00%$998,41656.3KQ1 2026OLDER
TUDOR INVESTMENT CORP ET AL$53.9B AUM0.00%$972,05452.1KQ4 2025OLDER
Rafferty Asset Management, LLC$24.6B AUM0.00%$434,24624.5KQ1 2026OLDER
Centiva Capital, LP$13.6B AUM0.00%$216,46011.6KQ4 2025OLDER
DIMENSIONAL FUND ADVISORS LP$481.4B AUM0.00%$8M470.2KQ1 2026OLDER
Point72 Asset Management, L.P.$78.1B AUM0.00%$1M68.1KQ1 2026OLDER
SEI INVESTMENTS CO$108.4B AUM0.00%$2M94.5KQ1 2026OLDER
LOS ANGELES CAPITAL MANAGEMENT LLC$25.4B AUM0.00%$381,33421.5KQ1 2026OLDER
INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM0.00%$167,71710.1KQ3 2025OLDER
Schonfeld Strategic Advisors LLC$14.2B AUM0.00%$200,28711.3KQ1 2026OLDER
MetLife Investment Management, LLC$19.6B AUM0.00%$253,91014.3KQ1 2026OLDER
Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM0.00%$515,70529.1KQ1 2026OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$1M82.5KQ1 2026OLDER
Ameritas Investment Partners, Inc.$3.3B AUM0.00%$33,6331.9KQ1 2026OLDER
Quantinno Capital Management LP$59.9B AUM0.00%$584,51233.0KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.00%$1M62.9KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$30,5671.7KQ1 2026OLDER
Police & Firemen's Retirement System of New Jersey$11.7B AUM0.00%$92,1975.2KQ1 2026OLDER
MB, LEVIS & ASSOCIATES, LLC$240M AUM0.00%$1,867100Q4 2025OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$2M92.4KQ1 2026OLDER
D. E. Shaw & Co., Inc.$166.3B AUM0.00%$1M64.7KQ1 2026OLDER
Mariner, LLC$85.7B AUM0.00%$565,54431.9KQ1 2026OLDER
VANGUARD FIDUCIARY TRUST CO$396.1B AUM0.00%$3M145.0KQ1 2026OLDER
GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM0.00%$10M555.8KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$870,90349.1KQ1 2026OLDER
FIRST MANHATTAN CO. LLC.$36.1B AUM0.00%$208,17311.7KQ1 2026OLDER
MILLENNIUM MANAGEMENT LLC$240.3B AUM0.00%$1M67.8KQ1 2026OLDER
STATE STREET CORP$2.90T AUM0.00%$14M770.0KQ1 2026OLDER
EverSource Wealth Advisors, LLC$3.3B AUM0.00%$15,416870Q1 2026OLDER
Torren Management, LLC$201M AUM0.00%$91549Q4 2025OLDER
VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM0.00%$19M1.05MQ1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$26M1.46MQ1 2026OLDER
NORTHERN TRUST CORP$756.6B AUM0.00%$3M188.6KQ1 2026OLDER
PRINCIPAL FINANCIAL GROUP INC$187.2B AUM0.00%$809,59145.7KQ1 2026OLDER
Squarepoint Ops LLC$85.1B AUM0.00%$354,66620.0KQ1 2026OLDER
VANGUARD GROUP INC$6.90T AUM0.00%$25M1.31MQ4 2025OLDER
Rockefeller Capital Management L.P.$56.4B AUM0.00%$192,04910.8KQ1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$3M157.9KQ1 2026OLDER
RHUMBLINE ADVISERS$116.9B AUM0.00%$355,06520.0KQ1 2026OLDER
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM0.00%$190,36610.7KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$4M225.9KQ1 2026OLDER
Bank of New York Mellon Corp$543.9B AUM0.00%$1M70.2KQ1 2026OLDER
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$976,37255.1KQ1 2026OLDER
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM0.00%$377,09921.3KQ1 2026OLDER
Nuveen, LLC$369.3B AUM0.00%$707,93240.0KQ1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$1M66.8KQ1 2026OLDER
CWM, LLC$38.1B AUM0.00%$72,7764.1KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$422,81723.9KQ1 2026OLDER
True Wealth Design, LLC$360M AUM0.00%$63836Q1 2026OLDER
CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM0.00%$1M59.3KQ1 2026OLDER
GAMMA Investing LLC$2.7B AUM0.00%$4,210202Q2 2026
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$30,3011.7KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$1M57.7KQ1 2026OLDER
Hudson Bay Capital Management LP$29.0B AUM0.00%$42,1742.4KQ1 2026OLDER
BNP PARIBAS FINANCIAL MARKETS$205.8B AUM0.00%$298,86616.9KQ1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$10,809610Q1 2026OLDER
VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM0.00%$3M152.5KQ1 2026OLDER
Russell Investments Group, Ltd.$93.1B AUM0.00%$128,2217.2KQ1 2026OLDER
BARCLAYS PLC$416.3B AUM0.00%$563,28431.8KQ1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$92,0145.2KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$400,54322.6KQ1 2026OLDER
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$2M89.6KQ1 2026OLDER
CANADA PENSION PLAN INVESTMENT BOARD$155.0B AUM0.00%$171,7649.2KQ4 2025OLDER
Root Financial Partners, LLC$2.2B AUM0.00%$2,410136Q1 2026OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$2,954169Q1 2026OLDER
NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM0.00%$72,7234.1KQ1 2026OLDER
DEUTSCHE BANK AG\$302.7B AUM0.00%$294,89616.6KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$1M84.0KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$676,90438.2KQ1 2026OLDER
Vanguard Global Advisers, LLC$186.5B AUM0.00%$152,4638.6KQ1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$46,7502.5KQ4 2025OLDER
Essential Partners LLC$250M AUM0.00%$18912Q1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$272,28314.6KQ4 2025OLDER
Invesco Ltd.$653.3B AUM0.00%$395,70522.3KQ1 2026OLDER
ROTHSCHILD INVESTMENT LLC$1.9B AUM0.00%$99256Q1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.00%$62135Q1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$340,29519.2KQ1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$8,116458Q1 2026OLDER
PRICE T ROWE ASSOCIATES INC /MD/$865M AUM0.00%$27215.3KQ1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$149,6868.4KQ2 2026
CULLEN/FROST BANKERS, INC.$8.8B AUM0.00%$2,321131Q1 2026OLDER
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM0.00%$21,5651.2KQ1 2026OLDER
FMR LLC$1.90T AUM0.00%$416,02623.5KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$69139Q1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$81546Q1 2026OLDER
Sunbelt Securities, Inc.$1.6B AUM0.00%$17710Q1 2026OLDER
Legal & General Group Plc$432.4B AUM0.00%$34,3591.9KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$37,0002.1KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$51729Q1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.00%$362Q1 2026OLDER
Optiver Holding B.V.$289.5B AUM0.00%$3,757212Q2 2026
NISA INVESTMENT ADVISORS, LLC$27.0B AUM0.00%$28516Q1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$49628Q1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$33719Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM0.00%$181Q1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.