Vault-13

CALIFORNIA BANCORP BCAL

COM · Common Stock · CUSIP 84252A106

112 institutional holders +6 vs Q1 2025
20,971,02421.0m shares reported held*
64.5% of all shares outstanding*
$330.5mreported value*
17 new 32 added 36 reduced 13 sold out net bought ≈ $5.9m (+371.4k shares)

* 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 ($277.4k this quarter). Holder counts are more reliable. Shares outstanding: 32.5m as of 2025-08-05, 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 ≈ $15.76.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 2Q4 22: 2Q1 23: 2Q2 23: 27Q3 23: 38Q4 23: 43Q1 24: 50Q2 24: 61Q3 24: 97Q4 24: 101Q1 25: 106Q2 25: 112112Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 20222
Q4 20222
Q1 20232
Q2 202327
Q3 202338
Q4 202343
Q1 202450
Q2 202461
Q3 202497
Q4 2024101
Q1 2025106
Q2 2025112

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q3 23: 15 bought or addedQ3 23: 7 cut or sold outQ4 23: 15 bought or addedQ4 23: 14 cut or sold outQ4 23Q1 24: 27 bought or addedQ1 24: 13 cut or sold outQ2 24: 40 bought or addedQ2 24: 21 cut or sold outQ2 24Q3 24: 78 bought or addedQ3 24: 10 cut or sold outQ4 24: 48 bought or addedQ4 24: 30 cut or sold outQ4 24Q1 25: 44 bought or addedQ1 25: 46 cut or sold outQ2 25: 49 bought or addedQ2 25: 49 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023157
Q4 20231514
Q1 20242713
Q2 20244021
Q3 20247810
Q4 20244830
Q1 20254446
Q2 20254949

Biggest buyers

WELLINGTON MANAGEMENT GROUP LLP Added +649,896+649.9k
FJ Capital Management LLC Added +213,711+213.7k
KENNEDY CAPITAL MANAGEMENT LLC Added +106,405+106.4k
MARSHALL WACE, LLP Added +66,931+66.9k
JANE STREET GROUP, LLC Added +59,843+59.8k
PINNACLE ASSOCIATES LTD New +49,574+49.6k
DIMENSIONAL FUND ADVISORS LP Added +43,424+43.4k
STATE STREET CORP Added +41,252+41.3k
Trexquant Investment LP New +30,775+30.8k
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Added +24,900+24.9k

Biggest sellers

Fourthstone LLC Reduced -219,507-219.5k
BANC FUNDS CO LLC Reduced -188,478-188.5k
Curi Capital, LLC Reduced -77,309-77.3k
MENDON CAPITAL ADVISORS CORP Reduced -66,139-66.1k
BlackRock, Inc. Reduced -65,020-65.0k
ZACKS INVESTMENT MANAGEMENT Sold out -64,904-64.9k
EJF Capital LP Reduced -59,663-59.7k
ENDEAVOUR CAPITAL ADVISORS INC Reduced -46,926-46.9k
ALLIANCEBERNSTEIN L.P. Reduced -42,075-42.1k
OSAIC HOLDINGS, INC. Reduced -40,050-40.0k

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.

HolderStakeChangeShares Last filed
WELLINGTON MANAGEMENT GROUP LLP 13G · institution -1.3 pts · filed 2026-08-13 7.6% -1.3 pts 2.4m≈ $51.0m 2026-08-13
FJ Capital Management LLC 13G · passive investor new · filed 2026-01-29 6.3% new 2.1m≈ $42.8m 2026-01-29
ALLIANCEBERNSTEIN L.P. 13G · institution -1.2 pts · filed 2026-08-14 6.1% -1.2 pts 2.0m≈ $40.7m 2026-08-14
BlackRock, Inc. 13G · institution new · filed 2026-07-27 5.6% new 1.8m≈ $37.3m 2026-07-27
ENDEAVOUR CAPITAL ADVISORS INC 13G · institution filed 2026-02-13 5.4% 1.8m≈ $36.8m 2026-02-13

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 in Q2 2025

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)

BuyingSelling
101Q3 23: 0 buyingQ3 23: 0 sellingQ4 23: 0 buyingQ4 23: 0 sellingQ4 23Q1 24: 0 buyingQ1 24: 0 sellingQ2 24: 0 buyingQ2 24: 0 sellingQ2 24Q3 24: 0 buyingQ3 24: 1 sellingQ4 24: 0 buyingQ4 24: 0 sellingQ4 24Q1 25: 0 buyingQ1 25: 0 sellingQ2 25: 0 buyingQ2 25: 0 sellingQ2 25
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20230—0——
Q4 20230—0——
Q1 20240—0——
Q2 20240—0——
Q3 20240—1$143.7k—
Q4 20240—0——
Q1 20250—0——
Q2 20250—0——

None reported in Q2 2025.

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio NASHVILLE, TN 2,472,0252.5m $39.0m $39.0m 0.01% Reduced -42.1k -42,075
2 ENDEAVOUR CAPITAL ADVISORS INC 13.06% of their portfolio GREENWICH, CT 2,407,5642.4m $37.9m $37.9m 13.06% Reduced -46.9k -46,926
3 Castle Creek Capital Partners VI, LP 68.61% of their portfolio SAN DIEGO, CA 2,340,7192.3m $36.9m $36.9m 68.61% Unchanged
4 Fourthstone LLC 6.77% of their portfolio ST LOUIS, MO 2,189,6712.2m $34.5m $34.5m 6.77% Reduced -219.5k -219,507
5 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,417,8711.4m $22.3m $22.3m 0.00% Reduced -65.0k -65,020
6 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 1,307,2851.3m $20.6m $20.6m 0.00% Added +16.0k +16,036
7 FJ Capital Management LLC 2.13% of their portfolio MCLEAN, VA 1,271,6361.3m $20.0m $20.0m 2.13% Added +213.7k +213,711
8 BANC FUNDS CO LLC 2.37% of their portfolio CHICAGO, IL 993,400993.4k $15.7m $15.7m 2.37% Reduced -188.5k -188,478
9 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio Toronto, A6 769,319769.3k $12.1m $12.1m 0.01% Reduced -6.5k -6,480
10 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 694,684694.7k $10.9m $10.9m 0.00% Added +649.9k +649,896
11 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 549,568549.6k $8.7m $8.7m 0.00% Reduced -3.3k -3,321
12 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 428,588428.6k $6.8m $6.8m 0.00% Added +41.3k +41,252
13 MENDON CAPITAL ADVISORS CORP 2.79% of their portfolio KEY LARGO, FL 365,000365.0k $5.8m $5.8m 2.79% Reduced -66.1k -66,139
14 Curi Capital, LLC 0.10% of their portfolio CHICAGO, IL 332,320332.3k $5.2m $5.2m 0.10% Reduced -77.3k -77,309
15 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.01% of their portfolio Los Angeles, CA 222,890222.9k $3.5m $3.5m 0.01% Added +24.9k +24,900
16 Siena Capital Partners GP, LLC 0.96% of their portfolio EVANSTON, IL 208,556208.6k $3.3m $3.3m 0.96% Unchanged
17 KENNEDY CAPITAL MANAGEMENT LLC 0.08% of their portfolio ST LOUIS, MO 205,394205.4k $3.2m $3.2m 0.08% Added +106.4k +106,405
18 Petiole USA ltd 2.18% of their portfolio New York, NY 195,604195.6k $3.1m $3.1m 2.18% Unchanged
19 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 195,018195.0k $3.1m $3.1m 0.00% Added +8.0k +7,966
20 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 151,439151.4k $2.4m $2.4m 0.00% Added +43.4k +43,424
21 HENNESSY ADVISORS INC 0.07% of their portfolio NOVATO, CA 125,000125.0k $2.0m $2.0m 0.07% Unchanged
22 EJF Capital LP 1.43% of their portfolio Arlington, VA 114,194114.2k $1.8m $1.8m 1.43% Reduced -59.7k -59,663
23 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 102,084102.1k $1.6m $1.6m 0.00% Reduced -21.4k -21,382
24 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 88,80888.8k $1.4m $1.4m 0.00% Added +66.9k +66,931
25 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 84,74784.7k $1.3m $1.3m 0.00% Added +59.8k +59,843
26 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 84,44384.4k $1.3m $1.3m 0.00% Reduced -834 -834
27 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 69,34169.3k $1.1m $1.1m 0.00% Reduced -16.7k -16,711
28 Bedell Frazier Investment Counselling, LLC 0.27% of their portfolio Walnut Creek, CA 69,03669.0k $1.1m $1.1m 0.27% Reduced -4.7k -4,693
29 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 65,85865.9k $1.0m $1.0m 0.00% Reduced -2.4k -2,416
30 MAI Capital Management 0.01% of their portfolio INDEPENDENCE, OH 63,58663.6k $1.0m $1.0m 0.01% Unchanged
31 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 63,00363.0k $992.9k $992.9k 0.00% Reduced -492 -492
32 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.02% of their portfolio HOUSTON, TX 60,11060.1k $947.3k $947.3k 0.02% Added +441 +441
33 Pacific Ridge Capital Partners, LLC 0.23% of their portfolio LAKE OSWEGO, OR 60,07160.1k $946.7k $946.7k 0.23% Added +5.7k +5,722
34 PFG Advisors 0.04% of their portfolio Phoenix, AZ 54,58554.6k $860.3k $860.3k 0.04% Added +1.6k +1,635
35 Robertson Stephens Wealth Management, LLC 0.03% of their portfolio San Francisco, CA 53,57953.6k $844.4k $844.4k 0.03% Unchanged
36 PINNACLE ASSOCIATES LTD 0.01% of their portfolio NEW YORK, NY 49,57449.6k $781.3k $781.3k 0.01% New
37 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 48,04548.0k $757.2k $757.2k 0.00% Added +6.3k +6,298
38 UBS Group AG 0.00% of their portfolio ZURICH, V8 46,03846.0k $725.6k $725.6k 0.00% Reduced -25.2k -25,247
39 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 44,75644.8k $705.4k $705.4k 0.00% Added +16.7k +16,748
40 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 43,12043.1k $679.6k $679.6k 0.00% Reduced -1.8k -1,767
41 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 41,87041.9k $659.9k $659.9k 0.00% Reduced -40.0k -40,050
42 HoldCo Asset Management, LP 0.10% of their portfolio FORT LAUDERDALE, FL 40,53140.5k $638.8k $638.8k 0.10% First filing
43 Nuveen, LLC 0.00% of their portfolio CHARLOTTE, NC 39,95140.0k $629.6k $629.6k 0.00% Added +9.5k +9,546
44 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 38,40038.4k $605.2k $605.2k 0.00% Added +9.4k +9,365
45 VANCE WEALTH, LLC 0.20% of their portfolio SANTA CLARITA, CA 37,63337.6k $593.1k $593.1k 0.20% Unchanged
46 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 36,77836.8k $579.6k $579.6k 0.00% Reduced -507 -507
47 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 33,21133.2k $523.4k $523.4k 0.00% Reduced -36.4k -36,444
48 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 32,73632.7k $515.9k $515.9k 0.00% Reduced -4.2k -4,196
49 Trexquant Investment LP 0.01% of their portfolio STAMFORD, CT 30,77530.8k $485.0k $485.0k 0.01% New
50 Mariner, LLC 0.00% of their portfolio Overland Park, KS 29,89929.9k $471.2k $471.2k 0.00% Reduced -20.5k -20,537
51 SageView Advisory Group, LLC 0.02% of their portfolio Newport Beach, CA 29,05029.1k $466.8k $466.8k 0.02% Unchanged
52 Keystone Wealth Services, LLC 0.11% of their portfolio PALM DESERT, CA 27,82427.8k $438.5k $438.5k 0.11% Unchanged
53 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 25,23625.2k $397.7k $397.7k 0.00% Reduced -2.6k -2,600
54 Navalign, LLC 0.10% of their portfolio ENCINO, CA 22,80022.8k $359.3k $359.3k 0.10% Unchanged
55 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 21,79921.8k $343.6k $343.6k 0.00% Added +8.1k +8,128
56 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 21,25921.3k $335.0k $335.0k 0.00% New
57 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 20,68520.7k $326.0k $326.0k 0.00% Added +1.4k +1,377
58 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 16,64216.6k $262.3k $262.3k 0.00% Unchanged
59 ELCO Management Co., LLC 0.13% of their portfolio New York, NY 16,34016.3k $257.5k $257.5k 0.13% Reduced -3.7k -3,660
60 XTX Topco Ltd 0.01% of their portfolio LONDON, X0 16,18616.2k $255.1k $255.1k 0.01% New
61 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 16,14616.1k $254.5k $254.5k 0.00% New
62 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 15,60215.6k $245.9k $245.9k 0.00% Added +5.2k +5,209
63 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 15,50915.5k $244.0k $244.0k 0.00% New
64 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 14,32914.3k $225.8k $225.8k 0.00% Unchanged
65 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 14,00514.0k $220.7k $220.7k 0.00% Reduced -761 -761
66 ASPIRIANT, LLC 0.01% of their portfolio San Francisco, CA 13,91213.9k $219.3k $219.3k 0.01% Unchanged
67 WOODWARD DIVERSIFIED CAPITAL, LLC 0.11% of their portfolio BAKERSFIELD, CA 13,50013.5k $212.8k $212.8k 0.11% New
68 Creekside Partners 0.10% of their portfolio PETALUMA, CA 12,83912.8k $202.3k $202.3k 0.10% Unchanged
69 Empowered Funds, LLC 0.00% of their portfolio NEWTOWN SQUARE, PA 12,41012.4k $195.6k $195.6k 0.00% Added +441 +441
70 Perigon Wealth Management, LLC 0.00% of their portfolio SAN FRANCISCO, CA 12,39912.4k $195.4k $195.4k 0.00% Unchanged
71 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio CAUSEWAY BAY, K3 12,31112.3k $194.0k $194.0k 0.00% Reduced -2.3k -2,269
72 EntryPoint Capital, LLC 0.09% of their portfolio NEW YORK, NY 11,69011.7k $184.2k $184.2k 0.09% New
73 FIRST MANHATTAN CO. LLC. 0.00% of their portfolio NEW YORK, NY 11,68211.7k $184.1k $184.1k 0.00% New
74 PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio BALTIMORE, MD 11,40111.4k $180.0k $180.0k 0.00% Added +753 +753
75 INTECH INVESTMENT MANAGEMENT LLC 0.00% of their portfolio WEST PALM BEACH, FL 10,78610.8k $170.0k $170.0k 0.00% Reduced -3.8k -3,763
76 Cubist Systematic Strategies, LLC 0.00% of their portfolio STAMFORD, CT 10,74810.7k $169.4k $169.4k 0.00% New
77 Mesirow Financial Investment Management, Inc. 0.00% of their portfolio CHICAGO, IL 10,66810.7k $168.1k $168.1k 0.00% Unchanged
78 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 10,66010.7k $168.0k $168.0k 0.00% Reduced -17.3k -17,313
79 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 10,22510.2k $161.1k $161.1k 0.00% New
80 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 10,09710.1k $159.1k $159.1k 0.00% Added +1.2k +1,157
81 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 9,1799.2k $144.7k $144.7k 0.00% Reduced -9.3k -9,330
82 Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio TRENTON, NJ 5,1945.2k $81.9k $81.9k 0.00% Unchanged
83 CALDWELL SUTTER CAPITAL, INC. 0.04% of their portfolio SAUSALITO, CA 5,0365.0k $79.4k $79.4k 0.04% Unchanged
84 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 4,3974.4k $69.3k $69.3k 0.00% Reduced -2.8k -2,798
85 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 2,6882.7k $42.0k $42.0k 0.00% Reduced -1.1k -1,099
86 CIBC Private Wealth Group LLC 0.00% of their portfolio ATLANTA, GA 2,5042.5k $39.5k $39.5k 0.00% Unchanged
87 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 2,4572.5k $38.7k $38.7k 0.00% Added +836 +836
88 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 2,3832.4k $37.6k $37.6k 0.00% Unchanged
89 Legal & General Group Plc 0.00% of their portfolio London, X0 2,1682.2k $34.2k $34.2k 0.00% Added +71 +71
90 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 2,1292.1k $33.6k $33.6k 0.00% Added +2.1k +2,121
91 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 1,8321.8k $28.9k $28.9k 0.00% Reduced -6.5k -6,500
92 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 1,7621.8k $27.8k $27.8k 0.00% Unchanged
93 FMR LLC 0.00% of their portfolio BOSTON, MA 1,5831.6k $24.9k $24.9k 0.00% Added +665 +665
94 Versant Capital Management, Inc 0.00% of their portfolio PHOENIX, AZ 1,5141.5k $23.9k $23.9k 0.00% Added +1.1k +1,116
95 Point72 Asia (Singapore) Pte. Ltd. 0.00% of their portfolio SINGAPORE, U0 1,4221.4k $22.4k $22.4k 0.00% New
96 CWM, LLC 0.00% of their portfolio OMAHA, NE 928928 $15.0k $15.0k 0.00% Added +415 +415
97 AMALGAMATED BANK 0.00% of their portfolio NEW YORK, NY 840840 $13.0k $13.0k 0.00% Unchanged
98 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 524524 $8.3k $8.3k 0.00% Added +100 +100
99 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 366366 $5.8k $5.8k 0.00% Reduced -435 -435
100 HARBOR CAPITAL ADVISORS, INC. 0.00% of their portfolio CHICAGO, IL 147147 $2.0k $2.0k 0.00% Added +42 +42