$BCAL

$21.95 +$0.00 (0.0%) After hours

$BCAL Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 32.2M shares outstanding

Who owns BCAL?

By type of holder

Institutions 70.8% Insiders 24.9% Everyone else 4.3%

Concentration Top 10 holders own 57.0%

Volk David J. 14.7% · Wellington Management Group LLP 7.6%

Institutional ownership

70.8%

+3.1 pts vs last qtr

Institutional holders

144

-9 vs last qtr

Net shares bought

+1.0M

by institutions in Q2 2026

New / sold out

13 / 22

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

BlackRock, Inc. +467.2K
Algebris (uk) LTD +275.9K

Biggest sellers in Q2 2026

Wellington Management Group LLP −240.2K
Alliancebernstein L.P. −196.3K

Who is planning to sell?

Notices of proposed sale, last 12 months

$1.93M

3 notices from 3 people

Shares covered

101.2K

0.31% of the company

Arranged in advance

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Rainer David I Officer $1.42M
Hernandez Richard Officer $323K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2022–FY2025

+79.6%

+21.56% a year

Each share's claim on the business

−44.3%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$4.83M vs $20.3M

over 4 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years4% 3–5 years42% 1–3 years42% Under 1 year12%

Quarterly turnover

10.3%

of institutional shares changed hands

Top 10 managers, median time held

3 years

Super Investors

Investment managers reporting BCAL on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
WM Wellington Management Group LLP	2.4M	7.61%	−240.2K (−8.9%)	2023	0.0%
Shares held by quarter Peak holding2.9M (Q4'25) Change over 8 quarters+2.4M Share of the company7.610% Wellington Management Group LLP's full portfolio →
AL Alliancebernstein L.P.	2.0M	6.07%	−196.3K (−9.1%)	2023	0.0%
Shares held by quarter Peak holding2.7M (Q3'24) Change over 8 quarters−760.4K Share of the company6.070% Alliancebernstein L.P.'s full portfolio →

Wellington Management Group LLP

2.4M

% of company

7.61%

Change vs last qtr

−240.2K (−8.9%)

Held since

2023

Alliancebernstein L.P.

2.0M

% of company

6.07%

Change vs last qtr

−196.3K (−9.1%)

Held since

2023

28 more super investors behind a free account

See every manager holding California Bancorp, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting BCAL on Form N-PORT; together they hold 20.8% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$17.2M	824.6K	2.56%	0.00%	June 30, 2026
IR iShares Russell 2000 ETF iShares Trust	$14.4M	691.0K	2.15%	0.02%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$17.2M

% of company

2.56%

% of the fund

0.00%

As of

June 30, 2026

iShares Russell 2000 ETF

iShares Trust

Position value

$14.4M

% of company

2.15%

% of the fund

0.02%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding California Bancorp and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
VD Volk David J. Insider	4.7M	14.70%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company14.700% Volk David J.'s insider activity →
RD Rainer David I Insider	497.8K	1.55%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company1.550% Rainer David I's insider activity →

Volk David J.

Insider

4.7M

% of company

14.70%

Change vs last qtr

—

Held since

—

Rainer David I

Insider

497.8K

% of company

1.55%

Change vs last qtr

—

Held since

—

18 more holders behind a free account

See every insider and 5%+ holder of California Bancorp.

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