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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-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.

141
Institutional holders
23M
Shares held (tracked funds)

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.

FundSharesReported value% of valueQuarter
WELLINGTON MANAGEMENT GROUP LLP trimmed2,447,278$51M10.9%2026-Q2
FJ Capital Management LLC2,054,534$43M9.2%2026-Q2
ALLIANCEBERNSTEIN L.P. trimmed1,952,131$35M7.4%2026-Q2
BlackRock, Inc. added1,925,599$40M8.6%2026-Q2
ENDEAVOUR CAPITAL ADVISORS INC trimmed1,655,639$35M7.4%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added1,104,260$23M4.9%2026-Q2
STATE STREET CORP added850,362$18M3.8%2026-Q2
BANC FUNDS CO LLC trimmed816,155$17M3.6%2026-Q2
MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed791,794$17M3.5%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added631,917$13M2.8%2026-Q2
DIMENSIONAL FUND ADVISORS LP added630,055$13M2.8%2026-Q2
AMERICAN CENTURY COMPANIES INC added591,957$12M2.6%2026-Q2
KENNEDY CAPITAL MANAGEMENT LLC added441,542$9M2.0%2026-Q2
ALGEBRIS (UK) LTD added402,410$8M1.8%2026-Q2
MORGAN STANLEY added302,926$6M1.4%2026-Q2
Elizabeth Park Capital Advisors, Ltd. added279,630$6M1.2%2026-Q2
MENDON CAPITAL ADVISORS CORP trimmed273,140$6M1.2%2026-Q2
PRUDENTIAL FINANCIAL INC added254,651$5M1.1%2026-Q2
Stieven Capital Advisors, L.P. new252,843$5M1.1%2026-Q2
Curi Capital, LLC trimmed225,000$5M1.0%2026-Q2
ALGERT GLOBAL LLC added223,529$5M1.0%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added222,304$5M1.0%2026-Q2
NORTHERN TRUST CORP added221,501$5M1.0%2026-Q2
BRIDGEWAY CAPITAL MANAGEMENT, LLC added213,457$4M1.0%2026-Q2
Petiole USA ltd trimmed189,804$4M0.8%2026-Q2
TWO SIGMA INVESTMENTS, LP added186,346$4M0.8%2026-Q2
Maloon Powers Pitre Higgins & Dennehy, LLC new170,396$4M0.8%2026-Q2
Qube Research & Technologies Ltd added169,757$4M0.8%2026-Q2
Siena Capital Partners GP, LLC trimmed156,362$3M0.7%2026-Q2
JPMORGAN CHASE & CO added152,117$3M0.7%2026-Q2
Empowered Funds, LLC added150,757$3M0.7%2026-Q2
VANGUARD FIDUCIARY TRUST CO added150,381$3M0.7%2026-Q2
AQR CAPITAL MANAGEMENT LLC added114,240$2M0.5%2026-Q2
CITADEL ADVISORS LLC added112,548$2M0.5%2026-Q2
GOLDMAN SACHS GROUP INC trimmed104,200$2M0.5%2026-Q2
HENNESSY ADVISORS INC trimmed97,000$2M0.4%2026-Q2
Cerity Partners LLC added89,606$2M0.4%2026-Q2
FIRST TRUST ADVISORS LP added84,996$2M0.4%2026-Q2
Bank of New York Mellon Corp added83,223$2M0.4%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added73,008$2M0.3%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed70,438$1M0.3%2026-Q2
Creative Planning added67,804$1M0.3%2026-Q2
Man Group plc added65,675$1M0.3%2026-Q2
MAI Capital Management added63,680$1M0.3%2026-Q2
D. E. Shaw & Co., Inc. trimmed60,541$1M0.3%2026-Q2
Squarepoint Ops LLC added55,679$1M0.2%2026-Q2
PFG Advisors54,450$1M0.2%2026-Q2
Robertson Stephens Wealth Management, LLC53,579$1M0.2%2026-Q2
UBS Group AG trimmed52,319$1M0.2%2026-Q2
PINNACLE ASSOCIATES LTD added51,443$1M0.2%2026-Q2
PRINCIPAL FINANCIAL GROUP INC added48,964$1M0.2%2026-Q2
SEI INVESTMENTS CO trimmed48,771$1M0.2%2026-Q2
Quantinno Capital Management LP added45,139$941K0.2%2026-Q2
Pacific Ridge Capital Partners, LLC trimmed42,263$881K0.2%2026-Q2
HoldCo Asset Management, LP40,531$845K0.2%2026-Q2
Nuveen, LLC trimmed38,430$801K0.2%2026-Q2
OSAIC HOLDINGS, INC. added36,162$754K0.2%2026-Q2
BNP PARIBAS FINANCIAL MARKETS added35,802$746K0.2%2026-Q2
STRS OHIO added35,200$734K0.2%2026-Q2
VANCE WEALTH, LLC35,133$736K0.2%2026-Q2
Fiduciary Trust Co added32,650$680K0.1%2026-Q2
BARCLAYS PLC added32,497$677K0.1%2026-Q2
Mariner, LLC trimmed31,651$660K0.1%2026-Q2
LOS ANGELES CAPITAL MANAGEMENT LLC added30,170$629K0.1%2026-Q2
RHUMBLINE ADVISERS added29,887$623K0.1%2026-Q2
Invesco Ltd. added29,813$621K0.1%2026-Q2
Schonfeld Strategic Advisors LLC added29,146$607K0.1%2026-Q2
ALPS ADVISORS INC added28,623$597K0.1%2026-Q2
MONOGRAPH WEALTH ADVISORS, LLC28,000$586K0.1%2026-Q2
Keystone Wealth Services, LLC27,824$580K0.1%2026-Q2
Connor, Clark & Lunn Investment Management Ltd. trimmed26,261$547K0.1%2026-Q2
EJF Capital LP trimmed25,877$539K0.1%2026-Q2
DEUTSCHE BANK AG\ added25,531$532K0.1%2026-Q2
MARSHALL WACE, LLP trimmed25,369$529K0.1%2026-Q2
CITIGROUP INC added25,024$522K0.1%2026-Q2
ELCO Management Co., LLC trimmed23,140$482K0.1%2026-Q2
Russell Investments Group, Ltd. added23,018$480K0.1%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed22,204$463K0.1%2026-Q2
WELLS FARGO & COMPANY/MN added21,926$457K0.1%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added21,783$454K0.1%2026-Q2
Navalign, LLC trimmed21,731$453K0.1%2026-Q2
EntryPoint Capital, LLC21,395$446K0.1%2026-Q2
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP21,281$443K0.1%2026-Q2
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC trimmed16,565$345K0.1%2026-Q2
SEIZERT CAPITAL PARTNERS, LLC new16,442$343K0.1%2026-Q2
XTX Topco Ltd trimmed16,252$339K0.1%2026-Q2
MetLife Investment Management, LLC added15,925$332K0.1%2026-Q2
Rafferty Asset Management, LLC trimmed14,940$311K0.1%2026-Q2
ASPIRIANT, LLC13,912$290K0.1%2026-Q2
WOODWARD DIVERSIFIED CAPITAL, LLC13,647$284K0.1%2026-Q2
Creekside Partners12,839$268K0.1%2026-Q2
Perigon Wealth Management, LLC12,399$258K0.1%2026-Q2
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added12,056$251K0.1%2026-Q2
Sterling Capital Management LLC trimmed11,902$248K0.1%2026-Q2
Entropy Technologies, LP new11,670$243K0.1%2026-Q2
GUGGENHEIM CAPITAL LLC new11,110$232K0.0%2026-Q2
State of Wyoming trimmed11,026$230K0.0%2026-Q2
OCCUDO QUANTITATIVE STRATEGIES LP new10,873$227K0.0%2026-Q2
Rockefeller Capital Management L.P.10,838$226K0.0%2026-Q2
Mesirow Financial Investment Management, Inc. added10,784$225K0.0%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.

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