California BanCorp Ownership | Who Owns California BanCorp?
California BanCorp Ownership Summary
California BanCorp is owned by 62.31% institutional investors, 9.30% insiders, and 28.39% retail investors. Alliancebernstein is the largest institutional shareholder, holding 9.63% of CALB shares. RMB Mendon Financial Services A is the top mutual fund, with 3.01% of its assets in California BanCorp shares.
CALB Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | California BanCorp | 62.31% | 9.30% | 28.39% |
| Sector | Financial Services Stocks | 43.66% | 12.57% | 43.78% |
| Industry | Regional Banks Stocks | 49.60% | 11.62% | 38.78% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Alliancebernstein | 809.86K | 9.63% | $17.41M |
| Blackrock | 366.85K | 4.36% | $7.89M |
| Geode capital management | 163.79K | 1.95% | $3.52M |
| State street | 78.91K | 0.94% | $1.70M |
| Bridgeway capital management | 56.09K | 0.67% | $1.21M |
| Dimensional fund advisors lp | 53.36K | 0.63% | $1.15M |
| Destination wealth management | 26.25K | 0.31% | $564.38K |
| Stifel financial | 25.91K | 0.31% | $557.02K |
| Morgan stanley | 24.60K | 0.29% | $528.86K |
| Bank of new york mellon | 22.03K | 0.26% | $473.73K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Bridgeway capital management | 56.09K | 0.03% | $1.21M |
| Destination wealth management | 26.25K | 0.02% | $564.38K |
| Alliancebernstein | 809.86K | 0.01% | $17.41M |
| Stifel financial | 25.91K | 0.00% | $557.02K |
| Dimensional fund advisors lp | 53.36K | 0.00% | $1.15M |
| Geode capital management | 163.79K | 0.00% | $3.52M |
| Rhumbline advisers | 7.96K | 0.00% | $171.16K |
| Blackrock | 366.85K | 0.00% | $7.89M |
| Charles schwab investment management | 20.68K | 0.00% | $444.60K |
| State street | 78.91K | 0.00% | $1.70M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 366.85K | 0.00% | 322.54K |
| Geode capital management | 163.79K | 0.00% | 94.18K |
| State street | 78.91K | 0.00% | 56.92K |
| Bank of new york mellon | 22.03K | 0.00% | 22.03K |
| Charles schwab investment management | 20.68K | 0.00% | 20.68K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Endeavour capital advisors | - | - | -817.93K |
| Banc funds | - | - | -659.30K |
| Vanguard group | - | - | -395.58K |
| Fourthstone | - | - | -352.69K |
| Manufacturers life insurance company, the | - | - | -332.75K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Bank of new york mellon | 22.03K | 0.00% | 22.03K | $473.73K |
| Charles schwab investment management | 20.68K | 0.00% | 20.68K | $444.60K |
| Invesco | 17.90K | 0.00% | 17.90K | $384.79K |
| Nuveen asset management | 10.20K | 0.00% | 10.20K | $219.24K |
| Rhumbline advisers | 7.96K | 0.00% | 7.96K | $171.16K |
Sold Out
| Holder | Change |
|---|---|
| Crewe advisors | -100.00 |
| Macquarie group | -229.00 |
| Amalgamated bank | -268.00 |
| Fmr | -309.00 |
| Legal & general group | -666.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2024 | 62 | 8.77% | 5,242,634 | 3.94% | 62 | 1.73% | 40 | 37.93% | 8 | -46.67% |
| Mar 31, 2024 | 57 | 5.56% | 5,043,858 | 5.27% | 60 | 1.84% | 29 | -6.45% | 15 | 200.00% |
| Dec 31, 2023 | 54 | 25.58% | 4,791,297 | 4.26% | 57 | 1.89% | 31 | 106.67% | 5 | -44.44% |
| Sep 30, 2023 | 43 | - | 4,595,340 | 3.70% | 54 | 1.94% | 15 | 7.14% | 9 | -25.00% |
| Jun 30, 2023 | 43 | -8.51% | 4,431,407 | 0.41% | 53 | 1.90% | 14 | -41.67% | 12 | 71.43% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| RMB Mendon Financial Services A | 254.95K | 3.01% | 17.48K |
| JHancock Regional Bank A | 171.35K | 2.02% | - |
| JH Financial Opportunities | 121.81K | 1.44% | 121.81K |
| Fidelity Extended Market Index | 39.97K | 0.47% | 39.97K |
| Kennedy Micro Cap Opportunities | 32.05K | 0.38% | 188.00 |
| Bridgeway Omni Small-Cap Value N | 30.00K | 0.35% | - |
| Bridgeway Omni Small-Cap Value | 30.00K | 0.35% | - |
| Kennedy Bank Sector | 19.72K | 0.23% | -69.00 |
| Bridgeway Ultra-Small Company Market | 17.20K | 0.20% | - |
| Russell 2000 Index Non-Lendable Fund E | 16.47K | 0.19% | 16.47K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Feb 01, 2024 | Myers Scott Alexander | SEVP, Chief Lending Offier | Sell | $63.28K |
| Mar 01, 2024 | Myers Scott Alexander | SEVP, Chief Lending Offier | Sell | $9.49K |
| Apr 12, 2024 | Myers Scott Alexander | SEVP, Chief Lending Offier | Sell | $13.90K |
| Apr 29, 2024 | Myers Scott Alexander | SEVP, Chief Lending Offier | Sell | $17.80K |
| Aug 03, 2023 | Myers Scott Alexander | SEVP, Chief Lending Offier | Sell | $60.72K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2030 Q1 | - | - |
| 2024 Q3 | - | - |
| 2024 Q2 | - | 4 |
| 2024 Q1 | - | 3 |
| 2023 Q4 | - | - |
CALB Ownership FAQ
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