CALIFORNIA BANCORP BCAL
COM · Common Stock · CUSIP 84252A106
- SectorFinancials
- IndustryNational Commercial Banks
- HeadquartersSan Diego, CA
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($3.6m this quarter). Holder counts are more reliable. Shares outstanding: 32.2m as of 2026-08-04, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $20.58.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 2 |
| Q4 2022 | 2 |
| Q1 2023 | 2 |
| Q2 2023 | 27 |
| Q3 2023 | 38 |
| Q4 2023 | 43 |
| Q1 2024 | 50 |
| Q2 2024 | 61 |
| Q3 2024 | 97 |
| Q4 2024 | 101 |
| Q1 2025 | 106 |
| Q2 2025 | 112 |
| Q3 2025 | 118 |
| Q4 2025 | 146 |
| Q1 2026 | 155 |
| Q2 2026 | 146 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 78 | 10 |
| Q4 2024 | 48 | 30 |
| Q1 2025 | 44 | 46 |
| Q2 2025 | 49 | 49 |
| Q3 2025 | 54 | 38 |
| Q4 2025 | 82 | 37 |
| Q1 2026 | 86 | 49 |
| Q2 2026 | 80 | 58 |
Biggest buyers
| BlackRock, Inc. | Added | +467.2k |
| ALGEBRIS (UK) LTD | Added | +275.9k |
| Stieven Capital Advisors, L.P. | New | +252.8k |
| AMERICAN CENTURY COMPANIES INC | Added | +224.0k |
| DIMENSIONAL FUND ADVISORS LP | Added | +159.9k |
| TWO SIGMA INVESTMENTS, LP | Added | +123.5k |
| STATE STREET CORP | Added | +80.3k |
| PRUDENTIAL FINANCIAL INC | Added | +79.8k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +76.1k |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Added | +69.8k |
Biggest sellers
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -240.2k |
| ALLIANCEBERNSTEIN L.P. | Reduced | -196.3k |
| ENDEAVOUR CAPITAL ADVISORS INC | Reduced | -163.5k |
| MENDON CAPITAL ADVISORS CORP | Reduced | -131.2k |
| Curi Capital, LLC | Reduced | -121.7k |
| Point72 Asset Management, L.P. | Sold out | -68.1k |
| MILLENNIUM MANAGEMENT LLC | Sold out | -67.8k |
| Y-Intercept (Hong Kong) Ltd | Sold out | -56.3k |
| AMERIPRISE FINANCIAL INC | Sold out | -55.1k |
| GOLDMAN SACHS GROUP INC | Reduced | -53.7k |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| WELLINGTON MANAGEMENT GROUP LLP 13G · institution -1.3 pts · filed 2026-08-13 | 7.6% |
| FJ Capital Management LLC 13G · passive investor new · filed 2026-01-29 | 6.3% |
| ALLIANCEBERNSTEIN L.P. 13G · institution -1.2 pts · filed 2026-08-14 | 6.1% |
| BlackRock, Inc. 13G · institution new · filed 2026-07-27 | 5.6% |
| ENDEAVOUR CAPITAL ADVISORS INC 13G · institution filed 2026-02-13 | 5.4% |
Fell to 5% or below in the last year: Castle Creek Capital Partners VI, LP (4.7%, 2026-02-10), Fourthstone LLC (4.0%, 2025-11-14)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 1 | $143.2k | — |
| Q2 2026 | 0 | — | 2 | $1.8m | — |
| Q3 2026 | 1 | $10.0k | 1 | $158.9k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-04 | Muller Frank L. Director · By spouse | Bought | $10.0k450 shares |
| 2026-07-31 | Machado Lester Director | Sold | $158.9k7.5k shares |
| 2026-05-08 | Hernandez Richard President | Sold | $325.0k17.0k shares |
| 2026-05-07 | Rainer David I Executive Chairman, director · DAVID AND ANNE RAINER TRUST U/A DTD 05/07/1997 | Sold | $1.4m75.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 2.4m $51.0m | Reduced -240.2k |
| FJ Capital Management LLC 5.56% of their portfolio | 2.1m $42.8m | Unchanged |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 2.0m $34.6m | Reduced -196.3k |
| BlackRock, Inc. 0.00% of their portfolio | 1.9m $40.1m | Added +467.2k |
| ENDEAVOUR CAPITAL ADVISORS INC 7.08% of their portfolio | 1.7m $34.5m | Reduced -163.5k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 1.1m $23.0m | Added +58.5k |
| STATE STREET CORP 0.00% of their portfolio | 850.4k $17.8m | Added +80.3k |
| BANC FUNDS CO LLC 2.81% of their portfolio | 816.2k $17.0m | Reduced -15.0k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 791.8k $16.5m | Reduced -3.5k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 631.9k $13.2m | Added +76.1k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 630.1k $13.1m | Added +159.9k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 592.0k $12.3m | Added +224.0k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.16% of their portfolio | 441.5k $9.2m | Added +10.9k |
| ALGEBRIS (UK) LTD 0.55% of their portfolio | 402.4k $8.4m | Added +275.9k |
| MORGAN STANLEY 0.00% of their portfolio | 302.9k $6.3m | Added +32.9k |
| Elizabeth Park Capital Advisors, Ltd. 4.03% of their portfolio | 279.6k $5.8m | Added +25.1k |
| MENDON CAPITAL ADVISORS CORP 2.01% of their portfolio | 273.1k $5.7m | Reduced -131.2k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 254.7k $5.3m | Added +79.8k |
| Stieven Capital Advisors, L.P. 1.01% of their portfolio | 252.8k $5.3m | New |
| Curi Capital, LLC 0.07% of their portfolio | 225.0k $4.7m | Reduced -121.7k |
| ALGERT GLOBAL LLC 0.06% of their portfolio | 223.5k $4.7m | Added +45.7k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 222.3k $4.6m | Added +69.8k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 221.5k $4.6m | Added +32.9k |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.08% of their portfolio | 213.5k $4.4m | Added +10.6k |
| Petiole USA ltd 2.84% of their portfolio | 189.8k $4.0m | Reduced -2.5k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 186.3k $3.9m | Added +123.5k |
| Maloon Powers Pitre Higgins & Dennehy, LLC 1.22% of their portfolio | 170.4k $3.6m | First filing |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 169.8k $3.5m | Added +1.1k |
| Siena Capital Partners GP, LLC 0.79% of their portfolio | 156.4k $3.3m | Reduced -52.2k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 152.1k $3.2m | Added +68.1k |
| Empowered Funds, LLC 0.02% of their portfolio | 150.8k $3.1m | Added +10.6k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 150.4k $3.1m | Added +5.4k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 114.2k $2.4m | Added +21.9k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 112.5k $2.3m | Added +45.7k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 104.2k $2.2m | Reduced -53.7k |
| HENNESSY ADVISORS INC 0.06% of their portfolio | 97.0k $2.0m | Reduced -8.0k |
| Cerity Partners LLC 0.00% of their portfolio | 89.6k $1.9m | Added +192 |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 85.0k $1.8m | Added +2.5k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 83.2k $1.7m | Added +13.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 73.0k $1.5m | Added +13.7k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 70.4k $1.5m | Reduced -19.1k |
| Creative Planning 0.00% of their portfolio | 67.8k $1.4m | Added +18.7k |
| Man Group plc 0.00% of their portfolio | 65.7k $1.4m | Added +9.3k |
| MAI Capital Management 0.01% of their portfolio | 63.7k $1.3m | Added +79 |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 60.5k $1.3m | Reduced -4.1k |
| Squarepoint Ops LLC 0.00% of their portfolio | 55.7k $1.2m | Added +35.7k |
| PFG Advisors 0.06% of their portfolio | 54.5k $1.1m | Unchanged |
| Robertson Stephens Wealth Management, LLC 0.03% of their portfolio | 53.6k $1.1m | Unchanged |
| UBS Group AG 0.00% of their portfolio | 52.3k $1.1m | Reduced -5.3k |
| PINNACLE ASSOCIATES LTD 0.01% of their portfolio | 51.4k $1.1m | Added +1.4k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 49.0k $1.0m | Added +3.3k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 48.8k $1.0m | Reduced -45.7k |
| Quantinno Capital Management LP 0.00% of their portfolio | 45.1k $940.7k | Added +12.2k |
| Pacific Ridge Capital Partners, LLC 0.16% of their portfolio | 42.3k $880.8k | Reduced -486 |
| HoldCo Asset Management, LP 0.05% of their portfolio | 40.5k $844.7k | Unchanged |
| Nuveen, LLC 0.00% of their portfolio | 38.4k $800.9k | Reduced -1.5k |
| HRT FINANCIAL LP 0.00% of their portfolio | 37.2k $774.0k | Added +26.8k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 36.2k $753.6k | Added +31.0k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 35.8k $746.1k | Added +18.9k |
| STRS OHIO 0.00% of their portfolio | 35.2k $733.6k | Added +4.7k |
| VANCE WEALTH, LLC 0.17% of their portfolio | 35.1k $735.7k | Unchanged |
| Fiduciary Trust Co 0.01% of their portfolio | 32.6k $680.4k | Added +3.4k |
| BARCLAYS PLC 0.00% of their portfolio | 32.5k $677.2k | Added +709 |
| Mariner, LLC 0.00% of their portfolio | 31.7k $659.6k | Reduced -264 |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 30.2k $628.7k | Added +8.7k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 29.9k $622.8k | Added +9.8k |
| Invesco Ltd. 0.00% of their portfolio | 29.8k $621.3k | Added +7.5k |
| Schonfeld Strategic Advisors LLC 0.00% of their portfolio | 29.1k $607.4k | Added +17.8k |
| ALPS ADVISORS INC 0.00% of their portfolio | 28.6k $596.5k | Added +353 |
| MONOGRAPH WEALTH ADVISORS, LLC 0.05% of their portfolio | 28.0k $586.3k | Unchanged |
| Keystone Wealth Services, LLC 0.11% of their portfolio | 27.8k $579.9k | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio | 26.3k $547.3k | Reduced -2.8k |
| EJF Capital LP 0.36% of their portfolio | 25.9k $539.3k | Reduced -541 |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 25.5k $532.1k | Added +8.9k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 25.4k $528.7k | New |
| CITIGROUP INC 0.00% of their portfolio | 25.0k $521.5k | Added +1.2k |
| ELCO Management Co., LLC 0.21% of their portfolio | 23.1k $482.2k | Reduced -2.8k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 23.0k $479.7k | Added +15.8k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 22.2k $462.7k | Reduced -400 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 21.9k $456.9k | Added +13.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 21.8k $454.0k | Added +6.5k |
| Navalign, LLC 0.11% of their portfolio | 21.7k $452.9k | Reduced -1.1k |
| EntryPoint Capital, LLC 0.11% of their portfolio | 21.4k $445.9k | Unchanged |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 21.3k $443.5k | Unchanged |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.01% of their portfolio | 16.6k $345.2k | Reduced -18.9k |
| SEIZERT CAPITAL PARTNERS, LLC 0.01% of their portfolio | 16.4k $342.7k | New |
| XTX Topco Ltd 0.00% of their portfolio | 16.3k $338.7k | Reduced -29.0k |
| MetLife Investment Management, LLC 0.00% of their portfolio | 15.9k $331.9k | Added +1.6k |
| Rafferty Asset Management, LLC 0.00% of their portfolio | 14.9k $311.4k | Reduced -9.6k |
| ASPIRIANT, LLC 0.01% of their portfolio | 13.9k $289.9k | Unchanged |
| WOODWARD DIVERSIFIED CAPITAL, LLC 0.13% of their portfolio | 13.6k $284.4k | Unchanged |
| Creekside Partners 0.10% of their portfolio | 12.8k $267.6k | Unchanged |
| Perigon Wealth Management, LLC 0.00% of their portfolio | 12.4k $258.4k | Unchanged |
| SG Americas Securities, LLC 0.00% of their portfolio | 12.2k $254.0k | Added +2.9k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 12.1k $251.2k | Added +1.3k |
| Sterling Capital Management LLC 0.00% of their portfolio | 11.9k $248.0k | Reduced -127 |
| Entropy Technologies, LP 0.01% of their portfolio | 11.7k $243.2k | New |
| GUGGENHEIM CAPITAL LLC 0.00% of their portfolio | 11.1k $231.5k | New |
| State of Wyoming 0.02% of their portfolio | 11.0k $229.8k | Reduced -3.9k |
| OCCUDO QUANTITATIVE STRATEGIES LP 0.01% of their portfolio | 10.9k $226.6k | New |