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-Q2 13F filings (latest filed 2026-09-22). 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
45 tracked funds added or opened CALB while 19 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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 2026-Q1 and 2026-Q2, across 141 tracked filers holding CALB, 79 increased or opened the position and 66 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 2026-Q1 and 2026-Q2 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 3
- Stieven Capital Advisors, L.P.$5M
- Maloon Powers Pitre Higgins & Dennehy, LLC$4M
- MARSHALL WACE, LLP$529K
Full exits 9
- Point72 Asset Management, L.P.$1M
- MILLENNIUM MANAGEMENT LLC$1M
- Bedell Frazier Investment Counselling, LLC$1M
- Y-Intercept (Hong Kong) Ltd$997K
- AMERIPRISE FINANCIAL INC$976K
- Integrated Quantitative Investments LLC$879K
Largest adds
- BlackRock, Inc.$14M
- FJ Capital Management LLC$6M
- ALGEBRIS (UK) LTD$6M
- AMERICAN CENTURY COMPANIES INC$6M
- DIMENSIONAL FUND ADVISORS LP$5M
- VANGUARD CAPITAL MANAGEMENT LLC$4M
Largest trims
- ALLIANCEBERNSTEIN L.P.$6M
- MENDON CAPITAL ADVISORS CORP$1M
- Curi Capital, LLC$1M
- SEI INVESTMENTS CO$658K
- GOLDMAN SACHS GROUP INC$626K
- XTX Topco Ltd$463K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 2,447,278 | $51M | 10.9% | 2026-Q2 |
| FJ Capital Management LLC | 2,054,534 | $43M | 9.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 1,952,131 | $35M | 7.4% | 2026-Q2 |
| BlackRock, Inc. added | 1,925,599 | $40M | 8.6% | 2026-Q2 |
| ENDEAVOUR CAPITAL ADVISORS INC trimmed | 1,655,639 | $35M | 7.4% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 1,104,260 | $23M | 4.9% | 2026-Q2 |
| STATE STREET CORP added | 850,362 | $18M | 3.8% | 2026-Q2 |
| BANC FUNDS CO LLC trimmed | 816,155 | $17M | 3.6% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 791,794 | $17M | 3.5% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 631,917 | $13M | 2.8% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 630,055 | $13M | 2.8% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC added | 591,957 | $12M | 2.6% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC added | 441,542 | $9M | 2.0% | 2026-Q2 |
| ALGEBRIS (UK) LTD added | 402,410 | $8M | 1.8% | 2026-Q2 |
| MORGAN STANLEY added | 302,926 | $6M | 1.4% | 2026-Q2 |
| Elizabeth Park Capital Advisors, Ltd. added | 279,630 | $6M | 1.2% | 2026-Q2 |
| MENDON CAPITAL ADVISORS CORP trimmed | 273,140 | $6M | 1.2% | 2026-Q2 |
| PRUDENTIAL FINANCIAL INC added | 254,651 | $5M | 1.1% | 2026-Q2 |
| Stieven Capital Advisors, L.P. new | 252,843 | $5M | 1.1% | 2026-Q2 |
| Curi Capital, LLC trimmed | 225,000 | $5M | 1.0% | 2026-Q2 |
| ALGERT GLOBAL LLC added | 223,529 | $5M | 1.0% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 222,304 | $5M | 1.0% | 2026-Q2 |
| NORTHERN TRUST CORP added | 221,501 | $5M | 1.0% | 2026-Q2 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC added | 213,457 | $4M | 1.0% | 2026-Q2 |
| Petiole USA ltd trimmed | 189,804 | $4M | 0.8% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 186,346 | $4M | 0.8% | 2026-Q2 |
| Maloon Powers Pitre Higgins & Dennehy, LLC new | 170,396 | $4M | 0.8% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 169,757 | $4M | 0.8% | 2026-Q2 |
| Siena Capital Partners GP, LLC trimmed | 156,362 | $3M | 0.7% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 152,117 | $3M | 0.7% | 2026-Q2 |
| Empowered Funds, LLC added | 150,757 | $3M | 0.7% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 150,381 | $3M | 0.7% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 114,240 | $2M | 0.5% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 112,548 | $2M | 0.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 104,200 | $2M | 0.5% | 2026-Q2 |
| HENNESSY ADVISORS INC trimmed | 97,000 | $2M | 0.4% | 2026-Q2 |
| Cerity Partners LLC added | 89,606 | $2M | 0.4% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 84,996 | $2M | 0.4% | 2026-Q2 |
| Bank of New York Mellon Corp added | 83,223 | $2M | 0.4% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 73,008 | $2M | 0.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 70,438 | $1M | 0.3% | 2026-Q2 |
| Creative Planning added | 67,804 | $1M | 0.3% | 2026-Q2 |
| Man Group plc added | 65,675 | $1M | 0.3% | 2026-Q2 |
| MAI Capital Management added | 63,680 | $1M | 0.3% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 60,541 | $1M | 0.3% | 2026-Q2 |
| Squarepoint Ops LLC added | 55,679 | $1M | 0.2% | 2026-Q2 |
| PFG Advisors | 54,450 | $1M | 0.2% | 2026-Q2 |
| Robertson Stephens Wealth Management, LLC | 53,579 | $1M | 0.2% | 2026-Q2 |
| UBS Group AG trimmed | 52,319 | $1M | 0.2% | 2026-Q2 |
| PINNACLE ASSOCIATES LTD added | 51,443 | $1M | 0.2% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 48,964 | $1M | 0.2% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 48,771 | $1M | 0.2% | 2026-Q2 |
| Quantinno Capital Management LP added | 45,139 | $941K | 0.2% | 2026-Q2 |
| Pacific Ridge Capital Partners, LLC trimmed | 42,263 | $881K | 0.2% | 2026-Q2 |
| HoldCo Asset Management, LP | 40,531 | $845K | 0.2% | 2026-Q2 |
| Nuveen, LLC trimmed | 38,430 | $801K | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 36,162 | $754K | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 35,802 | $746K | 0.2% | 2026-Q2 |
| STRS OHIO added | 35,200 | $734K | 0.2% | 2026-Q2 |
| VANCE WEALTH, LLC | 35,133 | $736K | 0.2% | 2026-Q2 |
| Fiduciary Trust Co added | 32,650 | $680K | 0.1% | 2026-Q2 |
| BARCLAYS PLC added | 32,497 | $677K | 0.1% | 2026-Q2 |
| Mariner, LLC trimmed | 31,651 | $660K | 0.1% | 2026-Q2 |
| LOS ANGELES CAPITAL MANAGEMENT LLC added | 30,170 | $629K | 0.1% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 29,887 | $623K | 0.1% | 2026-Q2 |
| Invesco Ltd. added | 29,813 | $621K | 0.1% | 2026-Q2 |
| Schonfeld Strategic Advisors LLC added | 29,146 | $607K | 0.1% | 2026-Q2 |
| ALPS ADVISORS INC added | 28,623 | $597K | 0.1% | 2026-Q2 |
| MONOGRAPH WEALTH ADVISORS, LLC | 28,000 | $586K | 0.1% | 2026-Q2 |
| Keystone Wealth Services, LLC | 27,824 | $580K | 0.1% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. trimmed | 26,261 | $547K | 0.1% | 2026-Q2 |
| EJF Capital LP trimmed | 25,877 | $539K | 0.1% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 25,531 | $532K | 0.1% | 2026-Q2 |
| MARSHALL WACE, LLP trimmed | 25,369 | $529K | 0.1% | 2026-Q2 |
| CITIGROUP INC added | 25,024 | $522K | 0.1% | 2026-Q2 |
| ELCO Management Co., LLC trimmed | 23,140 | $482K | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 23,018 | $480K | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 22,204 | $463K | 0.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 21,926 | $457K | 0.1% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 21,783 | $454K | 0.1% | 2026-Q2 |
| Navalign, LLC trimmed | 21,731 | $453K | 0.1% | 2026-Q2 |
| EntryPoint Capital, LLC | 21,395 | $446K | 0.1% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 21,281 | $443K | 0.1% | 2026-Q2 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC trimmed | 16,565 | $345K | 0.1% | 2026-Q2 |
| SEIZERT CAPITAL PARTNERS, LLC new | 16,442 | $343K | 0.1% | 2026-Q2 |
| XTX Topco Ltd trimmed | 16,252 | $339K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 15,925 | $332K | 0.1% | 2026-Q2 |
| Rafferty Asset Management, LLC trimmed | 14,940 | $311K | 0.1% | 2026-Q2 |
| ASPIRIANT, LLC | 13,912 | $290K | 0.1% | 2026-Q2 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | 13,647 | $284K | 0.1% | 2026-Q2 |
| Creekside Partners | 12,839 | $268K | 0.1% | 2026-Q2 |
| Perigon Wealth Management, LLC | 12,399 | $258K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 12,056 | $251K | 0.1% | 2026-Q2 |
| Sterling Capital Management LLC trimmed | 11,902 | $248K | 0.1% | 2026-Q2 |
| Entropy Technologies, LP new | 11,670 | $243K | 0.1% | 2026-Q2 |
| GUGGENHEIM CAPITAL LLC new | 11,110 | $232K | 0.0% | 2026-Q2 |
| State of Wyoming trimmed | 11,026 | $230K | 0.0% | 2026-Q2 |
| OCCUDO QUANTITATIVE STRATEGIES LP new | 10,873 | $227K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. | 10,838 | $226K | 0.0% | 2026-Q2 |
| Mesirow Financial Investment Management, Inc. added | 10,784 | $225K | 0.0% | 2026-Q2 |
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.