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Institutional Ownership · SEC Form 13F

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.

153
Institutional holders
22M
Shares held (tracked funds)

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).

FundSharesReported value% of valueQuarter
WELLINGTON MANAGEMENT GROUP LLP trimmed2,643,372$47M10.2%2026-Q1
ALLIANCEBERNSTEIN L.P. trimmed2,148,396$40M8.8%2026-Q1
FJ Capital Management LLC added2,054,534$36M7.9%2026-Q1
ENDEAVOUR CAPITAL ADVISORS INC added1,819,125$32M7.0%2026-Q1
BlackRock, Inc. added1,458,404$26M5.6%2026-Q1
VANGUARD CAPITAL MANAGEMENT LLC new1,045,787$19M4.0%2026-Q1
BANC FUNDS CO LLC added831,155$15M3.2%2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THE added795,309$14M3.1%2026-Q1
STATE STREET CORP added770,050$14M3.0%2026-Q1
GEODE CAPITAL MANAGEMENT, LLC added555,806$10M2.2%2026-Q1
DIMENSIONAL FUND ADVISORS LP added470,192$8M1.8%2026-Q1
KENNEDY CAPITAL MANAGEMENT LLC added430,619$8M1.7%2026-Q1
MENDON CAPITAL ADVISORS CORP added404,369$7M1.6%2026-Q1
AMERICAN CENTURY COMPANIES INC added367,917$7M1.4%2026-Q1
Curi Capital, LLC added346,665$6M1.3%2026-Q1
MORGAN STANLEY added270,046$5M1.0%2026-Q1
Elizabeth Park Capital Advisors, Ltd. added254,578$5M1.0%2026-Q1
Siena Capital Partners GP, LLC208,556$4M0.8%2026-Q1
BRIDGEWAY CAPITAL MANAGEMENT, LLC added202,827$4M0.8%2026-Q1
Petiole USA ltd trimmed192,304$3M0.7%2026-Q1
NORTHERN TRUST CORP added188,646$3M0.7%2026-Q1
ALGERT GLOBAL LLC added177,860$3M0.7%2026-Q1
PRUDENTIAL FINANCIAL INC added174,861$3M0.7%2026-Q1
Qube Research & Technologies Ltd added168,611$3M0.7%2026-Q1
GOLDMAN SACHS GROUP INC added157,860$3M0.6%2026-Q1
VANGUARD PORTFOLIO MANAGEMENT LLC new152,523$3M0.6%2026-Q1
VANGUARD FIDUCIARY TRUST CO new145,003$3M0.6%2026-Q1
Empowered Funds, LLC added140,127$2M0.5%2026-Q1
ALGEBRIS (UK) LTD new126,473$2M0.5%2026-Q1
HENNESSY ADVISORS INC trimmed105,000$2M0.4%2026-Q1
SEI INVESTMENTS CO added94,474$2M0.4%2026-Q1
AQR CAPITAL MANAGEMENT LLC added91,012$2M0.4%2026-Q1
BANK OF AMERICA CORP /DE/ added89,566$2M0.3%2026-Q1
Cerity Partners LLC added89,414$2M0.3%2026-Q1
JPMORGAN CHASE & CO added83,978$1M0.3%2026-Q1
FIRST TRUST ADVISORS LP trimmed82,523$1M0.3%2026-Q1
Bank of New York Mellon Corp added70,191$1M0.3%2026-Q1
Point72 Asset Management, L.P. trimmed68,118$1M0.3%2026-Q1
MILLENNIUM MANAGEMENT LLC added67,836$1M0.3%2026-Q1
CITADEL ADVISORS LLC added66,819$1M0.3%2026-Q1
D. E. Shaw & Co., Inc. trimmed64,673$1M0.3%2026-Q1
MAI Capital Management trimmed63,601$1M0.2%2026-Q1
TWO SIGMA INVESTMENTS, LP trimmed62,874$1M0.2%2026-Q1
Bedell Frazier Investment Counselling, LLC61,815$1M0.2%2026-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INC trimmed59,290$1M0.2%2026-Q1
UBS Group AG trimmed57,661$1M0.2%2026-Q1
Man Group plc added56,344$998K0.2%2026-Q1
Y-Intercept (Hong Kong) Ltd new56,251$997K0.2%2026-Q1
AMERIPRISE FINANCIAL INC trimmed55,100$976K0.2%2026-Q1
PFG Advisors54,450$965K0.2%2026-Q1
Robertson Stephens Wealth Management, LLC53,579$955K0.2%2026-Q1
PINNACLE ASSOCIATES LTD added50,013$886K0.2%2026-Q1
Integrated Quantitative Investments LLC added49,604$879K0.2%2026-Q1
Creative Planning added49,148$871K0.2%2026-Q1
PRINCIPAL FINANCIAL GROUP INC new45,688$810K0.2%2026-Q1
XTX Topco Ltd added45,250$802K0.2%2026-Q1
Pacific Ridge Capital Partners, LLC added42,749$758K0.2%2026-Q1
HoldCo Asset Management, LP40,531$718K0.2%2026-Q1
Nuveen, LLC39,951$708K0.2%2026-Q1
JANE STREET GROUP, LLC trimmed38,200$677K0.1%2026-Q1
Legato Capital Management LLC added37,815$670K0.1%2026-Q1
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC added35,420$628K0.1%2026-Q1
VANCE WEALTH, LLC35,133$626K0.1%2026-Q1
Quantinno Capital Management LP added32,986$585K0.1%2026-Q1
Mariner, LLC added31,915$566K0.1%2026-Q1
BARCLAYS PLC trimmed31,788$563K0.1%2026-Q1
STRS OHIO30,500$540K0.1%2026-Q1
Precision Wealth Strategies, LLC new29,471$522K0.1%2026-Q1
Fiduciary Trust Co added29,289$519K0.1%2026-Q1
Connor, Clark & Lunn Investment Management Ltd. trimmed29,103$516K0.1%2026-Q1
ALPS ADVISORS INC new28,270$501K0.1%2026-Q1
MONOGRAPH WEALTH ADVISORS, LLC28,000$499K0.1%2026-Q1
Keystone Wealth Services, LLC27,824$493K0.1%2026-Q1
EJF Capital LP trimmed26,418$468K0.1%2026-Q1
ELCO Management Co., LLC added25,924$459K0.1%2026-Q1
Rafferty Asset Management, LLC new24,506$434K0.1%2026-Q1
CITIGROUP INC added23,861$423K0.1%2026-Q1
FMR LLC added23,478$416K0.1%2026-Q1
VARCOV Co. new23,310$413K0.1%2026-Q1
Navalign, LLC22,800$404K0.1%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed22,604$401K0.1%2026-Q1
Invesco Ltd. added22,331$396K0.1%2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLC new21,520$381K0.1%2026-Q1
EntryPoint Capital, LLC added21,395$379K0.1%2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed21,281$377K0.1%2026-Q1
RHUMBLINE ADVISERS trimmed20,038$355K0.1%2026-Q1
Squarepoint Ops LLC new20,015$355K0.1%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed19,204$340K0.1%2026-Q1
Aquatic Capital Management LLC new17,912$317K0.1%2026-Q1
Castle Creek Capital Partners VI, LP2,340,719$39M8.5%2025-Q3 stale
VANGUARD GROUP INC added1,314,851$25M5.4%2025-Q4 stale
MARSHALL WACE, LLP added219,196$4M0.9%2025-Q4 stale
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added222,890$4M0.8%2025-Q2 stale
ZACKS INVESTMENT MANAGEMENT added98,261$2M0.4%2025-Q4 stale
TUDOR INVESTMENT CORP ET AL new52,065$972K0.2%2025-Q4 stale
Cubist Systematic Strategies, LLC added34,406$574K0.1%2025-Q3 stale
Trexquant Investment LP added29,269$546K0.1%2025-Q4 stale
Thrivent Financial for Lutherans new26,693$445K0.1%2025-Q3 stale
SageView Advisory Group, LLC trimmed22,240$371K0.1%2025-Q3 stale
PharVision Advisers, LLC new16,572$309K0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership