BCAL — CALIFORNIA BANCORP
As of Q2 2026, 28 SEC-registered investment managers reported holding BCAL (CALIFORNIA BANCORP) in their latest 13F filings, with a combined reported value of $162.28M across 7.81M shares. That is +8.9% by share count (+641.30K shares) versus the previous quarter, while reported value moved +28.1%. Ownership is concentrated: the five largest holders account for 78.3% of reported value and the top ten for 90.3%.
Compared with the prior quarter, 2 opened new positions, 17 added to existing stakes, 6 trimmed, 2 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
BCAL is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Wellington Management Group history | Q2 2026 | 2.45M | $51.00M | 0.01% | Reduce |
| BlackRock Inc history | Q2 2026 | 1.93M | $40.13M | 0.00% | Add |
| Vanguard Group history | Q4 2025 | 1.31M | $24.55M | 0.00% | Add |
| Manulife Financial history | Q2 2026 | 791.79K | $16.50M | 0.01% | Hold |
| Geode Capital Management history | Q2 2026 | 631.92K | $13.17M | 0.00% | Add |
| Morgan Stanley history | Q2 2026 | 302.93K | $6.31M | 0.00% | Add |
| Prudential Financial history | Q2 2026 | 254.65K | $5.31M | 0.01% | Add |
| Northern Trust Corp history | Q2 2026 | 221.50K | $4.62M | 0.00% | Add |
| Two Sigma Investments history | Q2 2026 | 186.35K | $3.88M | 0.00% | Add |
| JPMorgan Chase & Co history | Q2 2026 | 152.12K | $3.17M | 0.00% | New |
| AQR Capital Management history | Q2 2026 | 114.24K | $2.38M | 0.00% | Add |
| Citadel Advisors history | Q2 2026 | 112.55K | $2.35M | 0.00% | Add |
| Goldman Sachs Group history | Q2 2026 | 104.20K | $2.17M | 0.00% | Reduce |
| BNY Mellon history | Q2 2026 | 83.22K | $1.73M | 0.00% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 73.01K | $1.52M | 0.00% | Add |
| Bank of America Corp history | Q2 2026 | 70.44K | $1.47M | 0.00% | Reduce |
| D. E. Shaw & Co history | Q2 2026 | 60.54K | $1.26M | 0.00% | Reduce |
| Point72 Asset Management history | Q1 2026 | 68.12K | $1.21M | 0.00% | Reduce |
| Millennium Management history | Q1 2026 | 67.84K | $1.20M | 0.00% | New |
| UBS Group AG history | Q2 2026 | 52.32K | $1.09M | 0.00% | Reduce |
New Positions (Q2 2026)
- JPMorgan Chase & Co 152.12K sh · $3.17M
- Marshall Wace 25.37K sh · $528.69K
Fully Exited (vs previous quarter)
- Point72 Asset Management sold 68.12K sh · $1.21M
- Millennium Management sold 67.84K sh · $1.20M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Wellington Management Group | 43.36K | 43.36K | 43.36K | 45.96K | 45.96K | 45.96K | 45.96K | 44.79K | 694.68K | 2.08M | 2.88M | 2.69M | 2.45M |
| BlackRock Inc | — | — | — | — | — | 1.50M | 1.52M | 1.48M | 1.42M | 1.41M | 1.43M | 1.46M | 1.93M |
| Manulife Financial | 264.61K | 261.63K | 261.63K | 261.63K | 267.90K | 785.12K | 780.97K | 775.80K | 769.32K | 765.15K | 760.36K | 795.31K | 791.79K |
| Geode Capital Management | — | 59.50K | 126.24K | 130.74K | 263.27K | 542.15K | 539.99K | 552.89K | 549.57K | 545.42K | 541.38K | 555.81K | 631.92K |
| Morgan Stanley | 6.89K | 6.89K | 5.39K | 19.04K | 33.18K | 136.24K | 140.58K | 123.47K | 102.08K | 104.49K | 225.85K | 270.05K | 302.93K |
| Prudential Financial | — | — | — | — | — | — | — | — | — | — | 113.19K | 174.86K | 254.65K |
| Northern Trust Corp | — | — | 15.27K | 15.38K | 37.14K | 193.78K | 195.43K | 187.05K | 195.02K | 193.47K | 179.23K | 188.65K | 221.50K |
| Two Sigma Investments | — | — | — | — | — | — | — | 10.39K | 15.60K | 69.11K | 102.25K | 62.87K | 186.35K |
| JPMorgan Chase & Co | — | — | 812 | 14.48K | 5.12K | 26.51K | 71.75K | 27.97K | 10.66K | 19.08K | 54.75K | — | 152.12K |
| AQR Capital Management | — | — | — | — | — | — | — | — | 10.22K | 38.27K | 56.14K | 92.39K | 114.24K |
| Citadel Advisors | — | — | 10.67K | 20.65K | 44.85K | — | 59.60K | 86.05K | 69.34K | — | 59.04K | 66.82K | 112.55K |
| Goldman Sachs Group | — | 12.76K | — | 72.16K | 78.03K | 49.14K | 68.81K | 69.66K | 33.21K | 45.34K | 94.49K | 157.86K | 104.20K |
| BNY Mellon | — | — | — | — | 34.20K | 51.16K | 64.82K | 63.49K | 63.00K | 65.47K | 65.10K | 70.19K | 83.22K |
| Charles Schwab Investment Management | — | 11.39K | — | — | 33.16K | 66.01K | 68.26K | 68.27K | 65.86K | 65.29K | 65.45K | 59.29K | 73.01K |
| Bank of America Corp | — | — | 7.64K | 8.07K | 7.89K | 21.50K | 55.09K | 44.89K | 43.12K | 54.57K | 70.73K | 89.57K | 70.44K |
| D. E. Shaw & Co | — | — | — | — | — | — | — | — | — | — | 84.73K | 64.67K | 60.54K |
| UBS Group AG | 38.30K | 34.74K | 33.56K | 32.34K | 33.16K | 37.02K | 71.59K | 71.28K | 46.04K | 40.83K | 66.89K | 57.66K | 52.32K |
| Principal Global Investors | — | — | — | — | — | — | — | — | — | — | — | 45.69K | 48.96K |
| Invesco Ltd | — | — | — | — | 22.05K | — | — | — | — | 15.47K | 16.15K | 22.33K | 29.81K |
| Deutsche Bank AG | — | — | — | — | — | 9.27K | 13.80K | 16.64K | 16.64K | 16.64K | 16.64K | 16.64K | 25.53K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details