IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

California Bancorp (BCAL)

CUSIP: 84252A106 | NYSE | Financial Services · Banks - Regional | Small Cap | 238 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP773,875
0.0% of portfolio›$16.5M
Hennessy Advisors Inc95,000
0.1% of portfolio›$2.0M
Creative Planning91,677
0.0% of portfolio›$2.0M
Bank of New York Mellon Corp87,059
0.0% of portfolio›$1.9M
Pinnacle Associates LTD74,204
0.0% of portfolio›$1.6M
Rosenthal | Henry Capital Advisors, Inc.63,100
1.2% of portfolio›$1.3M
Robertson Stephens Wealth Management, LLC53,579
0.0% of portfolio›$1.2M
Strs Ohio44,500
0.0% of portfolio›$950.1K
Keystone Wealth Services, LLC27,824
0.1% of portfolio›$595.7K
Alps Advisors Inc26,338
0.0% of portfolio›$562.3K
Elco Management Co., LLC18,792
0.2% of portfolio›$401.2K
Citigroup Inc16,705
0.0% of portfolio›$356.7K
Seizert Capital Partners, LLC15,396
0.0% of portfolio›$328.7K
Pinnacle Wealth Management Advisory Group, LLC14,609
0.0% of portfolio›$311.9K
Aspiriant, LLC13,940
0.0% of portfolio›$297.6K
Woodward Diversified Capital, LLC13,712
0.1% of portfolio›$292.7K
Parallel Advisors, LLC13,211
0.0% of portfolio›$282.1K
Sterling Capital Management LLC13,061
0.0% of portfolio›$278.9K
Creekside Partners12,839
0.1% of portfolio›$274.1K
Perigon Wealth Management, LLC12,429
0.0% of portfolio›$265.4K
Sentinel Trust Co LBA12,050
0.0% of portfolio›$257
Mesirow Financial Investment Management, Inc.10,836
0.0% of portfolio›$231.3K
Daytona Street Capital LLC4,800
0.1% of portfolio›$104.3K
Versant Capital Management, Inc1,685
0.0% of portfolio›$36.0K
State of Alaska, Department of Revenue1,309
0.0% of portfolio›$27
Covestor Ltd569
0.0% of portfolio›$13
Silver Grove Financial Group, Inc.426
0.0% of portfolio›$9.1K
Harbor Capital Advisors, Inc.284
0.0% of portfolio›$6
SJS Investment Consulting Inc.258
0.0% of portfolio›$5.5K
Gamma Investing LLC202
0.0% of portfolio›$4.3K
EverSource Wealth Advisors, LLC190
0.0% of portfolio›$4.1K
Root Financial Partners, LLC155
0.0% of portfolio›$3.3K
Farther Finance Advisors, LLC154
0.0% of portfolio›$3.3K
Essential Partners LLC143
0.0% of portfolio›$3.1K
IFP Advisors, Inc115
0.0% of portfolio›$2.5K
Assetmark, Inc113
0.0% of portfolio›$2.4K
Signaturefd, LLC75
0.0% of portfolio›$1.6K
Parkside Financial Bank & Trust55
0.0% of portfolio›$1.2K
True Wealth Design, LLC44
0.0% of portfolio›$940
Pinnacle Wealth Planning Services, Inc.26
0.0% of portfolio›$555
Physician Wealth Advisors, Inc.26
0.0% of portfolio›$556
Nisa Investment Advisors, LLC17
0.0% of portfolio›$365
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
773,875$16.5M0.0%IndexLowAustin, TX2026-11-04
Hennessy Advisors Inc
95,000$2.0M0.1%Deep ValueMediumNovato, CA2026-10-28
Creative Planning
91,677$2.0M0.0%IndexVery LowOverland Park, KS2026-11-02
Bank of New York Mellon Corp
87,059$1.9M0.0%CoreLowNew York, NY2026-11-05
Pinnacle Associates LTD
74,204$1.6M0.0%CoreLowNew York, NY2026-10-20
Rosenthal | Henry Capital Advisors, Inc.
63,100$1.3M1.2%Deep ValueLowMishawaka, IN2026-10-27
Robertson Stephens Wealth Management, LLC
53,579$1.2M0.0%ETFMediumSan Francisco, CA2026-10-16
Strs Ohio
44,500$950.1K0.0%CoreMediumColumbus, OH2026-10-30
Keystone Wealth Services, LLC
27,824$595.7K0.1%ETFHighPalm Desert, CA2026-11-03
Alps Advisors Inc
26,338$562.3K0.0%YieldLowDenver, CO2026-11-03
Elco Management Co., LLC
18,792$401.2K0.2%CoreLowNew York, NY2026-10-14
Citigroup Inc
16,705$356.7K0.0%CoreMediumNew York, NY2026-11-04
Seizert Capital Partners, LLC
15,396$328.7K0.0%ValueMediumBirmingham, MI2026-10-30
Pinnacle Wealth Management Advisory Group, LLC
14,609$311.9K0.0%GrowthLowRed Bank, NJ2026-10-23
Aspiriant, LLC
13,940$297.6K0.0%ETFVery LowLos Angeles, CA2026-10-16
Woodward Diversified Capital, LLC
13,712$292.7K0.1%CoreLowBakersfield, CA2026-10-21
Parallel Advisors, LLC
13,211$282.1K0.0%IndexLowSan Francisco, CA2026-11-03
Sterling Capital Management LLC
13,061$278.9K0.0%GARPMediumCharlotte, NC2026-10-22
Creekside Partners
12,839$274.1K0.1%ETFVery LowPetaluma, CA2026-11-04
Perigon Wealth Management, LLC
12,429$265.4K0.0%GrowthLowSan Francisco, CA2026-10-22
Sentinel Trust Co LBA
12,050$2570.0%ETFVery LowHouston, TX2026-11-03
Mesirow Financial Investment Management, Inc.
10,836$231.3K0.0%CoreLowChicago, IL2026-11-05
Daytona Street Capital LLC
4,800$104.3K0.1%Deep ValueMediumSaint Louis, MO2026-10-15
Versant Capital Management, Inc
1,685$36.0K0.0%GARPLowPhoenix, AZ2026-10-02
State of Alaska, Department of Revenue
1,309$270.0%CoreVery LowJuneau, AK2026-10-15
Covestor Ltd
569$130.0%ValueHighLondon, United Kingdom2026-10-30
Silver Grove Financial Group, Inc.
426$9.1K0.0%CoreMediumOrchard Park, NY2026-11-05
Harbor Capital Advisors, Inc.
284$60.0%ValueHighChicago, IL2026-10-22
SJS Investment Consulting Inc.
258$5.5K0.0%ETFVery LowSylvania, OH2026-10-26
Gamma Investing LLC
202$4.3K0.0%IndexVery LowFoster City, CA2026-10-08
EverSource Wealth Advisors, LLC
190$4.1K0.0%CoreMediumBirmingham, AL2026-11-04
Root Financial Partners, LLC
155$3.3K0.0%ETFMediumEncinitas, CA2026-10-21
Farther Finance Advisors, LLC
154$3.3K0.0%IndexLowSan Francisco, CA2026-10-08
Essential Partners LLC
143$3.1K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
IFP Advisors, Inc
115$2.5K0.0%GrowthLowTampa, FL2026-10-16
Assetmark, Inc
113$2.4K0.0%ETFLowConcord, CA2026-10-21
Signaturefd, LLC
75$1.6K0.0%IndexLowAtlanta, GA2026-10-23
Parkside Financial Bank & Trust
55$1.2K0.0%CoreVery LowSaint Louis, MO2026-10-27
True Wealth Design, LLC
44$9400.0%ETFMediumAkron, OH2026-10-13
Pinnacle Wealth Planning Services, Inc.
26$5550.0%GARPLowMansfield, OH2026-10-27
Physician Wealth Advisors, Inc.
26$5560.0%ETFMediumMidvale, UT2026-10-20
Nisa Investment Advisors, LLC
17$3650.0%IndexVery LowSt. Louis, MO2026-10-20