Who owns California BanCorp (CALB)
Which tracked institutional funds hold CALB, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CALB company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
37 tracked funds added or opened CALB while 19 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CALB’s largest tracked holder by dollar value, WELLINGTON MANAGEMENT GROUP LLP, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in CALB divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 153 tracked filers holding CALB, 88 increased or opened the position and 52 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CALB between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 9
- VANGUARD CAPITAL MANAGEMENT LLC$19M
- VANGUARD PORTFOLIO MANAGEMENT LLC$3M
- VANGUARD FIDUCIARY TRUST CO$3M
- ALGEBRIS (UK) LTD$2M
- MILLENNIUM MANAGEMENT LLC$1M
- Y-Intercept (Hong Kong) Ltd$997K
Full exits 5
- VANGUARD GROUP INC$25M
- MARSHALL WACE, LLP$4M
- ZACKS INVESTMENT MANAGEMENT$2M
- TUDOR INVESTMENT CORP ET AL$972K
- Trexquant Investment LP$546K
Largest adds
- FJ Capital Management LLC$13M
- STATE STREET CORP$6M
- AMERICAN CENTURY COMPANIES INC$4M
- DIMENSIONAL FUND ADVISORS LP$2M
- MENDON CAPITAL ADVISORS CORP$2M
- Elizabeth Park Capital Advisors, Ltd.$2M
Largest trims
- WELLINGTON MANAGEMENT GROUP LLP$7M
- Fourthstone LLC$5M
- ALLIANCEBERNSTEIN L.P.$4M
- JANE STREET GROUP, LLC$3M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$1M
- BlackRock, Inc.$932K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 2,643,372 | $47M | 10.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 2,148,396 | $40M | 8.8% | 2026-Q1 |
| FJ Capital Management LLC added | 2,054,534 | $36M | 7.9% | 2026-Q1 |
| ENDEAVOUR CAPITAL ADVISORS INC added | 1,819,125 | $32M | 7.0% | 2026-Q1 |
| BlackRock, Inc. added | 1,458,404 | $26M | 5.6% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 1,045,787 | $19M | 4.0% | 2026-Q1 |
| BANC FUNDS CO LLC added | 831,155 | $15M | 3.2% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 795,309 | $14M | 3.1% | 2026-Q1 |
| STATE STREET CORP added | 770,050 | $14M | 3.0% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 555,806 | $10M | 2.2% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 470,192 | $8M | 1.8% | 2026-Q1 |
| KENNEDY CAPITAL MANAGEMENT LLC added | 430,619 | $8M | 1.7% | 2026-Q1 |
| MENDON CAPITAL ADVISORS CORP added | 404,369 | $7M | 1.6% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC added | 367,917 | $7M | 1.4% | 2026-Q1 |
| Curi Capital, LLC added | 346,665 | $6M | 1.3% | 2026-Q1 |
| MORGAN STANLEY added | 270,046 | $5M | 1.0% | 2026-Q1 |
| Elizabeth Park Capital Advisors, Ltd. added | 254,578 | $5M | 1.0% | 2026-Q1 |
| Siena Capital Partners GP, LLC | 208,556 | $4M | 0.8% | 2026-Q1 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 202,827 | $4M | 0.8% | 2026-Q1 |
| Petiole USA ltd trimmed | 192,304 | $3M | 0.7% | 2026-Q1 |
| NORTHERN TRUST CORP added | 188,646 | $3M | 0.7% | 2026-Q1 |
| ALGERT GLOBAL LLC added | 177,860 | $3M | 0.7% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC added | 174,861 | $3M | 0.7% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 168,611 | $3M | 0.7% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 157,860 | $3M | 0.6% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 152,523 | $3M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 145,003 | $3M | 0.6% | 2026-Q1 |
| Empowered Funds, LLC added | 140,127 | $2M | 0.5% | 2026-Q1 |
| ALGEBRIS (UK) LTD new | 126,473 | $2M | 0.5% | 2026-Q1 |
| HENNESSY ADVISORS INC trimmed | 105,000 | $2M | 0.4% | 2026-Q1 |
| SEI INVESTMENTS CO added | 94,474 | $2M | 0.4% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 91,012 | $2M | 0.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 89,566 | $2M | 0.3% | 2026-Q1 |
| Cerity Partners LLC added | 89,414 | $2M | 0.3% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 83,978 | $1M | 0.3% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 82,523 | $1M | 0.3% | 2026-Q1 |
| Bank of New York Mellon Corp added | 70,191 | $1M | 0.3% | 2026-Q1 |
| Point72 Asset Management, L.P. trimmed | 68,118 | $1M | 0.3% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 67,836 | $1M | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 66,819 | $1M | 0.3% | 2026-Q1 |
| D. E. Shaw & Co., Inc. trimmed | 64,673 | $1M | 0.3% | 2026-Q1 |
| MAI Capital Management trimmed | 63,601 | $1M | 0.2% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP trimmed | 62,874 | $1M | 0.2% | 2026-Q1 |
| Bedell Frazier Investment Counselling, LLC | 61,815 | $1M | 0.2% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed | 59,290 | $1M | 0.2% | 2026-Q1 |
| UBS Group AG trimmed | 57,661 | $1M | 0.2% | 2026-Q1 |
| Man Group plc added | 56,344 | $998K | 0.2% | 2026-Q1 |
| Y-Intercept (Hong Kong) Ltd new | 56,251 | $997K | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 55,100 | $976K | 0.2% | 2026-Q1 |
| PFG Advisors | 54,450 | $965K | 0.2% | 2026-Q1 |
| Robertson Stephens Wealth Management, LLC | 53,579 | $955K | 0.2% | 2026-Q1 |
| PINNACLE ASSOCIATES LTD added | 50,013 | $886K | 0.2% | 2026-Q1 |
| Integrated Quantitative Investments LLC added | 49,604 | $879K | 0.2% | 2026-Q1 |
| Creative Planning added | 49,148 | $871K | 0.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC new | 45,688 | $810K | 0.2% | 2026-Q1 |
| XTX Topco Ltd added | 45,250 | $802K | 0.2% | 2026-Q1 |
| Pacific Ridge Capital Partners, LLC added | 42,749 | $758K | 0.2% | 2026-Q1 |
| HoldCo Asset Management, LP | 40,531 | $718K | 0.2% | 2026-Q1 |
| Nuveen, LLC | 39,951 | $708K | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 38,200 | $677K | 0.1% | 2026-Q1 |
| Legato Capital Management LLC added | 37,815 | $670K | 0.1% | 2026-Q1 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added | 35,420 | $628K | 0.1% | 2026-Q1 |
| VANCE WEALTH, LLC | 35,133 | $626K | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 32,986 | $585K | 0.1% | 2026-Q1 |
| Mariner, LLC added | 31,915 | $566K | 0.1% | 2026-Q1 |
| BARCLAYS PLC trimmed | 31,788 | $563K | 0.1% | 2026-Q1 |
| STRS OHIO | 30,500 | $540K | 0.1% | 2026-Q1 |
| Precision Wealth Strategies, LLC new | 29,471 | $522K | 0.1% | 2026-Q1 |
| Fiduciary Trust Co added | 29,289 | $519K | 0.1% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 29,103 | $516K | 0.1% | 2026-Q1 |
| ALPS ADVISORS INC new | 28,270 | $501K | 0.1% | 2026-Q1 |
| MONOGRAPH WEALTH ADVISORS, LLC | 28,000 | $499K | 0.1% | 2026-Q1 |
| Keystone Wealth Services, LLC | 27,824 | $493K | 0.1% | 2026-Q1 |
| EJF Capital LP trimmed | 26,418 | $468K | 0.1% | 2026-Q1 |
| ELCO Management Co., LLC added | 25,924 | $459K | 0.1% | 2026-Q1 |
| Rafferty Asset Management, LLC new | 24,506 | $434K | 0.1% | 2026-Q1 |
| CITIGROUP INC added | 23,861 | $423K | 0.1% | 2026-Q1 |
| FMR LLC added | 23,478 | $416K | 0.1% | 2026-Q1 |
| VARCOV Co. new | 23,310 | $413K | 0.1% | 2026-Q1 |
| Navalign, LLC | 22,800 | $404K | 0.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 22,604 | $401K | 0.1% | 2026-Q1 |
| Invesco Ltd. added | 22,331 | $396K | 0.1% | 2026-Q1 |
| LOS ANGELES CAPITAL MANAGEMENT LLC new | 21,520 | $381K | 0.1% | 2026-Q1 |
| EntryPoint Capital, LLC added | 21,395 | $379K | 0.1% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 21,281 | $377K | 0.1% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 20,038 | $355K | 0.1% | 2026-Q1 |
| Squarepoint Ops LLC new | 20,015 | $355K | 0.1% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 19,204 | $340K | 0.1% | 2026-Q1 |
| Aquatic Capital Management LLC new | 17,912 | $317K | 0.1% | 2026-Q1 |
| Castle Creek Capital Partners VI, LP | 2,340,719 | $39M | 8.5% | 2025-Q3 stale |
| VANGUARD GROUP INC added | 1,314,851 | $25M | 5.4% | 2025-Q4 stale |
| MARSHALL WACE, LLP added | 219,196 | $4M | 0.9% | 2025-Q4 stale |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added | 222,890 | $4M | 0.8% | 2025-Q2 stale |
| ZACKS INVESTMENT MANAGEMENT added | 98,261 | $2M | 0.4% | 2025-Q4 stale |
| TUDOR INVESTMENT CORP ET AL new | 52,065 | $972K | 0.2% | 2025-Q4 stale |
| Cubist Systematic Strategies, LLC added | 34,406 | $574K | 0.1% | 2025-Q3 stale |
| Trexquant Investment LP added | 29,269 | $546K | 0.1% | 2025-Q4 stale |
| Thrivent Financial for Lutherans new | 26,693 | $445K | 0.1% | 2025-Q3 stale |
| SageView Advisory Group, LLC trimmed | 22,240 | $371K | 0.1% | 2025-Q3 stale |
| PharVision Advisers, LLC new | 16,572 | $309K | 0.1% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.