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 ($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
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 |
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 2023 | 15 | 7 |
| Q4 2023 | 15 | 14 |
| Q1 2024 | 27 | 13 |
| Q2 2024 | 40 | 21 |
| Q3 2024 | 78 | 10 |
| Q4 2024 | 48 | 30 |
| Q1 2025 | 44 | 46 |
| Q2 2025 | 49 | 49 |
Biggest buyers
| WELLINGTON MANAGEMENT GROUP LLP | Added | +649.9k |
| FJ Capital Management LLC | Added | +213.7k |
| KENNEDY CAPITAL MANAGEMENT LLC | Added | +106.4k |
| MARSHALL WACE, LLP | Added | +66.9k |
| JANE STREET GROUP, LLC | Added | +59.8k |
| PINNACLE ASSOCIATES LTD | New | +49.6k |
| DIMENSIONAL FUND ADVISORS LP | Added | +43.4k |
| STATE STREET CORP | Added | +41.3k |
| Trexquant Investment LP | New | +30.8k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | Added | +24.9k |
Biggest sellers
| Fourthstone LLC | Reduced | -219.5k |
| BANC FUNDS CO LLC | Reduced | -188.5k |
| Curi Capital, LLC | Reduced | -77.3k |
| MENDON CAPITAL ADVISORS CORP | Reduced | -66.1k |
| BlackRock, Inc. | Reduced | -65.0k |
| ZACKS INVESTMENT MANAGEMENT | Sold out | -64.9k |
| EJF Capital LP | Reduced | -59.7k |
| ENDEAVOUR CAPITAL ADVISORS INC | Reduced | -46.9k |
| ALLIANCEBERNSTEIN L.P. | Reduced | -42.1k |
| OSAIC HOLDINGS, INC. | Reduced | -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.
| 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 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)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2023 | 0 | — | 0 | — | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 0 | — | — |
| Q3 2024 | 0 | — | 1 | $143.7k | — |
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
None reported in Q2 2025.
Holders, Q2 2025
| Manager | Shares | Change |
|---|---|---|
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 2.5m $39.0m | Reduced -42.1k |
| ENDEAVOUR CAPITAL ADVISORS INC 13.06% of their portfolio | 2.4m $37.9m | Reduced -46.9k |
| Castle Creek Capital Partners VI, LP 68.61% of their portfolio | 2.3m $36.9m | Unchanged |
| Fourthstone LLC 6.77% of their portfolio | 2.2m $34.5m | Reduced -219.5k |
| BlackRock, Inc. 0.00% of their portfolio | 1.4m $22.3m | Reduced -65.0k |
| VANGUARD GROUP INC 0.00% of their portfolio | 1.3m $20.6m | Added +16.0k |
| FJ Capital Management LLC 2.13% of their portfolio | 1.3m $20.0m | Added +213.7k |
| BANC FUNDS CO LLC 2.37% of their portfolio | 993.4k $15.7m | Reduced -188.5k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 769.3k $12.1m | Reduced -6.5k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 694.7k $10.9m | Added +649.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 549.6k $8.7m | Reduced -3.3k |
| STATE STREET CORP 0.00% of their portfolio | 428.6k $6.8m | Added +41.3k |
| MENDON CAPITAL ADVISORS CORP 2.79% of their portfolio | 365.0k $5.8m | Reduced -66.1k |
| Curi Capital, LLC 0.10% of their portfolio | 332.3k $5.2m | Reduced -77.3k |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 222.9k $3.5m | Added +24.9k |
| Siena Capital Partners GP, LLC 0.96% of their portfolio | 208.6k $3.3m | Unchanged |
| KENNEDY CAPITAL MANAGEMENT LLC 0.08% of their portfolio | 205.4k $3.2m | Added +106.4k |
| Petiole USA ltd 2.18% of their portfolio | 195.6k $3.1m | Unchanged |
| NORTHERN TRUST CORP 0.00% of their portfolio | 195.0k $3.1m | Added +8.0k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 151.4k $2.4m | Added +43.4k |
| HENNESSY ADVISORS INC 0.07% of their portfolio | 125.0k $2.0m | Unchanged |
| EJF Capital LP 1.43% of their portfolio | 114.2k $1.8m | Reduced -59.7k |
| MORGAN STANLEY 0.00% of their portfolio | 102.1k $1.6m | Reduced -21.4k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 88.8k $1.4m | Added +66.9k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 84.7k $1.3m | Added +59.8k |
| Cerity Partners LLC 0.00% of their portfolio | 84.4k $1.3m | Reduced -834 |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 69.3k $1.1m | Reduced -16.7k |
| Bedell Frazier Investment Counselling, LLC 0.27% of their portfolio | 69.0k $1.1m | Reduced -4.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 65.9k $1.0m | Reduced -2.4k |
| MAI Capital Management 0.01% of their portfolio | 63.6k $1.0m | Unchanged |
| Bank of New York Mellon Corp 0.00% of their portfolio | 63.0k $992.9k | Reduced -492 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 60.1k $947.3k | Added +441 |
| Pacific Ridge Capital Partners, LLC 0.23% of their portfolio | 60.1k $946.7k | Added +5.7k |
| PFG Advisors 0.04% of their portfolio | 54.6k $860.3k | Added +1.6k |
| Robertson Stephens Wealth Management, LLC 0.03% of their portfolio | 53.6k $844.4k | Unchanged |
| PINNACLE ASSOCIATES LTD 0.01% of their portfolio | 49.6k $781.3k | New |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 48.0k $757.2k | Added +6.3k |
| UBS Group AG 0.00% of their portfolio | 46.0k $725.6k | Reduced -25.2k |
| BARCLAYS PLC 0.00% of their portfolio | 44.8k $705.4k | Added +16.7k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 43.1k $679.6k | Reduced -1.8k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 41.9k $659.9k | Reduced -40.0k |
| HoldCo Asset Management, LP 0.10% of their portfolio | 40.5k $638.8k | First filing |
| Nuveen, LLC 0.00% of their portfolio | 40.0k $629.6k | Added +9.5k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 38.4k $605.2k | Added +9.4k |
| VANCE WEALTH, LLC 0.20% of their portfolio | 37.6k $593.1k | Unchanged |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 36.8k $579.6k | Reduced -507 |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 33.2k $523.4k | Reduced -36.4k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 32.7k $515.9k | Reduced -4.2k |
| Trexquant Investment LP 0.01% of their portfolio | 30.8k $485.0k | New |
| Mariner, LLC 0.00% of their portfolio | 29.9k $471.2k | Reduced -20.5k |
| SageView Advisory Group, LLC 0.02% of their portfolio | 29.1k $466.8k | Unchanged |
| Keystone Wealth Services, LLC 0.11% of their portfolio | 27.8k $438.5k | Unchanged |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 25.2k $397.7k | Reduced -2.6k |
| Navalign, LLC 0.10% of their portfolio | 22.8k $359.3k | Unchanged |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 21.8k $343.6k | Added +8.1k |
| Creative Planning 0.00% of their portfolio | 21.3k $335.0k | New |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 20.7k $326.0k | Added +1.4k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 16.6k $262.3k | Unchanged |
| ELCO Management Co., LLC 0.13% of their portfolio | 16.3k $257.5k | Reduced -3.7k |
| XTX Topco Ltd 0.01% of their portfolio | 16.2k $255.1k | New |
| SEI INVESTMENTS CO 0.00% of their portfolio | 16.1k $254.5k | New |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 15.6k $245.9k | Added +5.2k |
| HRT FINANCIAL LP 0.00% of their portfolio | 15.5k $244.0k | New |
| MetLife Investment Management, LLC 0.00% of their portfolio | 14.3k $225.8k | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 14.0k $220.7k | Reduced -761 |
| ASPIRIANT, LLC 0.01% of their portfolio | 13.9k $219.3k | Unchanged |
| WOODWARD DIVERSIFIED CAPITAL, LLC 0.11% of their portfolio | 13.5k $212.8k | New |
| Creekside Partners 0.10% of their portfolio | 12.8k $202.3k | Unchanged |
| Empowered Funds, LLC 0.00% of their portfolio | 12.4k $195.6k | Added +441 |
| Perigon Wealth Management, LLC 0.00% of their portfolio | 12.4k $195.4k | Unchanged |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 12.3k $194.0k | Reduced -2.3k |
| EntryPoint Capital, LLC 0.09% of their portfolio | 11.7k $184.2k | New |
| FIRST MANHATTAN CO. LLC. 0.00% of their portfolio | 11.7k $184.1k | New |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 11.4k $180.0k | Added +753 |
| INTECH INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 10.8k $170.0k | Reduced -3.8k |
| Cubist Systematic Strategies, LLC 0.00% of their portfolio | 10.7k $169.4k | New |
| Mesirow Financial Investment Management, Inc. 0.00% of their portfolio | 10.7k $168.1k | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 10.7k $168.0k | Reduced -17.3k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 10.2k $161.1k | New |
| Parallel Advisors, LLC 0.00% of their portfolio | 10.1k $159.1k | Added +1.2k |
| CITIGROUP INC 0.00% of their portfolio | 9.2k $144.7k | Reduced -9.3k |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 5.2k $81.9k | Unchanged |
| CALDWELL SUTTER CAPITAL, INC. 0.04% of their portfolio | 5.0k $79.4k | Unchanged |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 4.4k $69.3k | Reduced -2.8k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 2.7k $42.0k | Reduced -1.1k |
| CIBC Private Wealth Group LLC 0.00% of their portfolio | 2.5k $39.5k | Unchanged |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 2.5k $38.7k | Added +836 |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 2.4k $37.6k | Unchanged |
| Legal & General Group Plc 0.00% of their portfolio | 2.2k $34.2k | Added +71 |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 2.1k $33.6k | Added +2.1k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 1.8k $28.9k | Reduced -6.5k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 1.8k $27.8k | Unchanged |
| FMR LLC 0.00% of their portfolio | 1.6k $24.9k | Added +665 |
| Versant Capital Management, Inc 0.00% of their portfolio | 1.5k $23.9k | Added +1.1k |
| Point72 Asia (Singapore) Pte. Ltd. 0.00% of their portfolio | 1.4k $22.4k | New |
| CWM, LLC 0.00% of their portfolio | 928 $15.0k | Added +415 |
| AMALGAMATED BANK 0.00% of their portfolio | 840 $13.0k | Unchanged |
| Sterling Capital Management LLC 0.00% of their portfolio | 524 $8.3k | Added +100 |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 366 $5.8k | Reduced -435 |
| HARBOR CAPITAL ADVISORS, INC. 0.00% of their portfolio | 147 $2.0k | Added +42 |