California BanCorp

BCAL • NASDAQ

California BanCorp is a banks - regional company in the financial services sector on NASDAQ, led by Steven E. Shelton, with a market cap of $639.3M. As of Q3 2025, 66% of shares are held by 116 institutional investors, with ALLIANCEBERNSTEIN L.P. as the largest holder at 7.54%.

Chief Executive OfficerSteven E. Shelton

Market Cap$639.3M

Banks - Regional

Financial Services

Employees204.0

Websitebanksocal.com

Country

United States of America

Overview

Overview of institutional ownership in BCAL as of Q3 2025 with a market cap of $542.4M

All Institutions

Institutions: 116
Value Held: $355.3M
Shares Held: 21.3M
Avg Position: $3.1M
Median Position: $367.5K

Hedge Funds

Hedge Funds: 11
Value Held: $55.7M
Shares Held: 3.3M
Avg Position: $5.1M
Median Position: $676.1K

Ownership Breakdown

Institutional (non-HF)

55.25%

$299.7M

Hedge Funds

10.26%

$55.7M

Retail & Other

34.49%

$187.1M

Based on market cap of $542.4M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in BCAL as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
ALLIANCEBERNSTEIN L.P. Long Only Manager	Seth Perry Bernstein CEO	$40.9M 0.01% of portfolio	7.54% 2.5M shares	Q2 2023 Held for 2y 5m	$317.45B
Castle Creek Capital Partners VI, LP Private Equity	John Matthew Eggemeyer Managing Partner	$39.0M 69.89% of portfolio	7.20% 2.3M shares	Q4 2023 Held for 1y 11m	$55.9M
ENDEAVOUR CAPITAL ADVISORS INC Private Equity	Aaron Samuel Richmond Managing Partner	$37.7M 11.38% of portfolio	6.96% 2.3M shares	Q2 2023 Held for 2y 5m	$331.5M
WELLINGTON MANAGEMENT CO LLP Long Only Manager	Jean Marie Hynes CEO	$34.7M 0.01% of portfolio	6.40% 2.1M shares	Q2 2023 Held for 2y 5m	$571.21B
B BlackRock, Inc. Institution	-	$23.5M 0.00% of portfolio	4.34% 1.4M shares	Q3 2023 Held for 2y 2m	$5.67T
VANGUARD GROUP INC Institution	Salim Ramji CEO	$21.8M 0.00% of portfolio	4.02% 1.3M shares	Q3 2023 Held for 2y 2m	$6.69T
Fourthstone LLC Hedge Fund•Long/Short	Amy Morris Stone CEO	$21.7M 3.89% of portfolio	4.00% 1.3M shares	Q2 2023 Held for 2y 5m	$557.6M
FJ Capital Management LLC Hedge Fund•Long/Short	Martin Saul Friedman Founder	$21.2M 2.12% of portfolio	3.91% 1.3M shares	Q2 2023 Held for 2y 5m	$999.9M
B BANC FUNDS CO LLC Institution	-	$13.9M 3.39% of portfolio	2.57% 835.5K shares	Q2 2020 Held for 5y 5m	$411.3M
M MANUFACTURERES LIFE INSURANCE CO Institution	-	$12.8M 0.01% of portfolio	2.35% 765.2K shares	Q2 2023 Held for 2y 5m	$120.17B

Net Capital Flow

Institutional buying and selling activity for BCAL in Q3 2025

Traded: +$5.8M
Buyers: 53
Sellers: 37
Total Bought: +$35.2M
Total Sold: −$29.4M
Avg Position: $2.9M

Biggest Buyers

Institution	Net Bought	Current Position
WELLINGTON MANAGEMENT CO LLP Long Only Manager	+$23.1M +1.4M shares	$34.7M 2.1M shares
KENNEDY CAPITAL MANAGEMENT, INC. Long Only Manager	+$2.6M +158.3K shares	$6.1M 363.7K shares
DIMENSIONAL FUND ADVISORS LP Long Only Manager	+$1.1M +67.2K shares	$3.6M 218.7K shares
FIRST TRUST ADVISORS LP ETF Provider	+$1.1M +66.4K shares	$1.5M 87.1K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	+$892.6K +53.5K shares	$1.2M 69.1K shares
B BRIDGEWAY CAPITAL MANAGEMENT INC Long Only Manager	+$864.5K +51.8K shares	$1.9M 111.9K shares
Empowered Funds, LLC ETF Provider	+$864.5K +51.8K shares	$1.1M 64.2K shares
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$467.8K +28.0K shares	$638.4K 38.3K shares
M MONOGRAPH WEALTH ADVISORS, LLC RIA/Wealth	+$467.0K +28.0K shares	$467.0K 28.0K shares
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	+$445.2K +26.7K shares	$445.2K 26.7K shares

Biggest Sellers

Institution	Net Sold	Current Position
Fourthstone LLC Hedge Fund•Long/Short	−$14.8M −888.3K shares	$21.7M 1.3M shares
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Long Only Manager	−$3.5M −222.9K shares	Sold Off 0 shares
B BANC FUNDS CO LLC Institution	−$2.6M −157.9K shares	$13.9M 835.5K shares
ENDEAVOUR CAPITAL ADVISORS INC Private Equity	−$2.4M −145.3K shares	$37.7M 2.3M shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$1.1M −69.3K shares	Sold Off 0 shares
AMERIPRISE FINANCIAL INC Institution	−$605.2K −38.4K shares	Sold Off 0 shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$515.9K −32.7K shares	Sold Off 0 shares
J JANE STREET GROUP, LLC Institution	−$506.0K −30.3K shares	$907.5K 54.4K shares
M MENDON CAPITAL ADVISORS CORP Hedge Fund•Sector	−$394.6K −23.7K shares	$5.7M 341.3K shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$343.6K −21.8K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited BCAL in Q3 2025

New Positions: 12
New Value: $1.5M
Exited Positions: 8
Exited Value: $6.6M

New Positions

Institution	Position Value
M MONOGRAPH WEALTH ADVISORS, LLC RIA/Wealth	$467.0K 28.0K shares
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager	$445.2K 26.7K shares
Quantinno Capital Management LP Hedge Fund•Market Neutral	$283.8K 17.0K shares
Rockefeller Capital Management L.P. Long Only Manager	$139.0K 8.3K shares
S State of Wyoming Institution	$63.6K 3.8K shares
Steward Partners Investment Advisory, LLC RIA/Wealth	$28.5K 1.7K shares
Q Quarry LP Institution	$22.3K 1.3K shares
S State of Alaska, Department of Revenue Institution	$21.8K 1.3K shares
SRS Capital Advisors, Inc. RIA/Wealth	$6.2K 370.0 shares
O Optiver Holding B.V. Institution	$3.3K 196.0 shares

Exited Positions

Institution	Previous Position
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Long Only Manager	$3.5M 222.9K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$1.1M 69.3K shares
AMERIPRISE FINANCIAL INC Institution	$605.2K 38.4K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$515.9K 32.7K shares
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$343.6K 21.8K shares
S SEI INVESTMENTS CO Institution	$254.5K 16.1K shares
H HRT FINANCIAL LLC Institution	$244.4K 15.5K shares
Point72 Ltd RIA/Wealth	$1.3K 84.0 shares

Options Activity

Institutions with the largest Call and Put options positions in BCAL as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with BCAL as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Castle Creek Capital Partners VI, LP Private Equity	John Matthew Eggemeyer Managing Partner	69.89% $39.0M	7.20% 2.3M shares	Q4 2023 Held for 1y 11m	$55.9M
ENDEAVOUR CAPITAL ADVISORS INC Private Equity	Aaron Samuel Richmond Managing Partner	11.38% $37.7M	6.96% 2.3M shares	Q2 2023 Held for 2y 5m	$331.5M
Fourthstone LLC Hedge Fund•Long/Short	Amy Morris Stone CEO	3.89% $21.7M	4.00% 1.3M shares	Q2 2023 Held for 2y 5m	$557.6M
B BANC FUNDS CO LLC Institution	-	3.39% $13.9M	2.57% 835.5K shares	Q2 2020 Held for 5y 5m	$411.3M
M MENDON CAPITAL ADVISORS CORP Hedge Fund•Sector	Anton Villars Schutz President	2.57% $5.7M	1.05% 341.3K shares	Q4 2023 Held for 1y 11m	$221.8M
P Petiole USA ltd Institution	-	2.25% $3.3M	0.60% 195.6K shares	Q2 2023 Held for 2y 5m	$144.8M
FJ Capital Management LLC Hedge Fund•Long/Short	Martin Saul Friedman Founder	2.12% $21.2M	3.91% 1.3M shares	Q2 2023 Held for 2y 5m	$999.9M
Siena Capital Management, LLC Hedge Fund•Sector	Daniel Kanter President	2.08% $3.5M	0.64% 208.6K shares	Q2 2020 Held for 5y 5m	$167.0M
E EJF Capital LLC Institution	-	0.91% $1.6M	0.29% 95.4K shares	Q2 2023 Held for 2y 5m	$174.8M
B Bedell Investment Counselling RIA/Wealth	Pradeep Jayaraman President	0.22% $1.1M	0.20% 65.4K shares	Q3 2024 Held for 1y 2m	$486.4M

Hedge Fund Spotlight

Discover hedge funds investing in BCAL

EntryPoint Capital, LLC

Hedge Fund • Long/Short

Portfolio ManagerLawrence Edward Leibowitz

Portfolio Value: $258.4M
Positions: 644
Last Reported: Q3 2025

Sector Allocation

Position in California BanCorp

Market Value: $237.8K
Shares Held: 14.3K
Portfolio Weight: 0.09%
Owned Since: 2025-Q2

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