BCALNasdaqNational Commercial BanksFiscal year ends December 31
California BanCorp \ CA
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 7, 2026
$21.59−0.17 (-0.78%)
Close on Oct 19, 2026
- Market cap
- $699.43M
- P/E (TTM)
- 11.7
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
71.0%
23M of 32M shares
Institutional holders
146
14 new, 19 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
2 buys · 5 sales
Net sold $46.00M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Wellington Group Holdings LLP | 2,882,833 | 8.90% | 13G (passive) amendment | Dec 31, 2025 |
| Wellington Management Group LLP | 2,447,278 | 7.60% | 13G (passive) amendment | Jun 30, 2026 |
| Fourthstone LLC | 2,409,178 | 7.47% | 13G (passive) amendment | Mar 31, 2025 |
| FJ Capital Management LLC | 2,054,534 | 6.34% | 13G (passive) | Jan 29, 2026 |
| AllianceBernstein L.P. | 1,952,131 | 6.10% | 13G (passive) amendment | Jun 30, 2026 |
| BlackRock, Inc. | 1,790,663 | 5.60% | 13G (passive) | Jun 30, 2026 |
| Jonah Marcus | 1,765,077 | 5.40% | 13G (passive) amendment | Dec 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of BCAL | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Wellington Management Group Llp | 2,447,278 | 7.61% | $51.00M | −240,206 | 0.01% |
| FJ Capital Management LLC | 2,054,534 | 6.39% | $42.82M | – | 5.56% |
| Alliancebernstein L.P. | 1,952,131 | 6.07% | $34.59M | −196,265 | 0.01% |
| BlackRock, Inc. | 1,925,599 | 5.99% | $40.13M | +467,195 | 0.00% |
| Endeavour Capital Advisors Inc | 1,655,639 | 5.15% | $34.50M | −163,486 | 7.08% |
| Vanguard Capital Management LLC | 1,104,260 | 3.43% | $23.01M | +58,473 | 0.00% |
| State Street Corp | 850,362 | 2.64% | $17.80M | +80,312 | 0.00% |
| Banc Funds Co LLC | 816,155 | 2.54% | $17.01M | −15,000 | 2.81% |
| Manufacturers Life Insurance Company, The | 791,794 | 2.46% | $16.50M | −3,515 | 0.01% |
| Geode Capital Management, LLC | 631,917 | 1.97% | $13.17M | +76,111 | 0.00% |
| Dimensional Fund Advisors LP | 630,055 | 1.96% | $13.13M | +159,863 | 0.00% |
| American Century Companies Inc | 591,957 | 1.84% | $12.34M | +224,040 | 0.01% |
| Kennedy Capital Management LLC | 441,542 | 1.37% | $9.20M | +10,923 | 0.16% |
| Algebris (UK) Ltd | 402,410 | 1.25% | $8.36M | +275,937 | 0.55% |
| Morgan Stanley | 302,926 | 0.94% | $6.31M | +32,880 | 0.00% |
| Elizabeth Park Capital Advisors, Ltd. | 279,630 | 0.87% | $5.83M | +25,052 | 4.03% |
| Mendon Capital Advisors Corp | 273,140 | 0.85% | $5.69M | −131,229 | 2.01% |
| Prudential Financial Inc | 254,651 | 0.79% | $5.31M | +79,790 | 0.01% |
| Stieven Capital Advisors, L.P. | 252,843 | 0.79% | $5.27M | New | 1.01% |
| RMB Capital Management, LLC | 225,000 | 0.70% | $4.69M | −121,665 | 0.07% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 146 | 23M | 71.0% | 14 / 67 | 39 / 19 | 3M | 2M |
| Q1 2026 | 155 | 22M | 67.9% | 25 / 65 | 35 / 14 | 5M | 2M |
| Q4 2025 | 146 | 20M | 62.0% | 35 / 49 | 33 / 4 | 3M | 2M |
| Q3 2025 | 118 | 21M | 66.3% | 16 / 38 | 30 / 8 | 2M | 2M |
| Q2 2025 | 110 | 21M | 65.3% | 18 / 32 | 36 / 12 | 2M | 1M |
| Q1 2025 | 104 | 21M | 64.0% | 18 / 27 | 35 / 13 | 1M | 1M |
| Q4 2024 | 100 | 20M | 63.4% | 16 / 38 | 22 / 8 | 1M | 1M |
| Q3 2024 | 96 | 20M | 62.0% | 44 / 36 | 3 / 7 | 10M | 1M |
| Q2 2024 | 60 | 11M | 34.9% | 24 / 17 | 8 / 13 | 2M | 1M |
| Q1 2024 | 49 | 10M | 32.2% | 12 / 15 | 8 / 5 | 1M | 1M |
| Q4 2023 | 42 | 10M | 32.0% | 11 / 7 | 9 / 5 | 3M | 1M |
| Q3 2023 | 37 | 8M | 24.2% | 12 / 3 | 6 / 1 | 1M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of BCAL | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 824,566 | 2.56% | $17.18M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 690,994 | 2.15% | $14.40M | 0.02% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 400,489 | 1.25% | $7.60M | 0.03% | May 31, 2026 |
| Regional Bank Fund | 295,008 | 0.92% | $6.28M | 0.65% | Jul 31, 2026 |
| Fidelity Small Cap Index Fund | 281,401 | 0.88% | $5.99M | 0.02% | Jul 31, 2026 |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF | 263,286 | 0.82% | $5.49M | 0.12% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 253,350 | 0.79% | $5.28M | 0.01% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 253,066 | 0.79% | $5.27M | 0.04% | Jun 30, 2026 |
| RMB Mendon Financial Services Fund | 225,000 | 0.70% | $4.69M | 1.82% | Jun 30, 2026 |
| EA Bridgeway Omni Small-Cap Value ETF | 150,757 | 0.47% | $3.14M | 0.13% | Jun 30, 2026 |
| Vanguard Russell 2000 Index Fund | 115,718 | 0.36% | $2.20M | 0.01% | May 31, 2026 |
| Fidelity Extended Market Index Fund | 114,904 | 0.36% | $2.18M | 0.01% | May 31, 2026 |
| U.S. Small Cap Value Portfolio | 110,230 | 0.34% | $2.35M | 0.01% | Jul 31, 2026 |
| Dimensional U.S. Small Cap ETF | 99,133 | 0.31% | $2.11M | 0.01% | Jul 31, 2026 |
| Hennessy Small Cap Financial Fund | 97,000 | 0.30% | $2.07M | 2.68% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| David I. Rainer | Chairman and CEO, Director | 497,757 | 1.55% | Aug 3, 2026 |
| Steven E. Shelton | Chief Executive Officer, Director | 128,261 | 0.40% | Aug 4, 2025 |
| Michelle Wirfel | EVP, Chief Operating Officer | 86,290 | 0.27% | Sep 23, 2026 |
| Thomas G. Dolan | EVP / Bancorp CFO/ CSO | 316,705 | 0.99% | Aug 12, 2026 |
| Martin Liska | EVP / Chief Risk Officer | 53,552 | 0.17% | Aug 12, 2026 |
| Peter Nutz | EVP/ Chief Credit Officer | 41,037 | 0.13% | Aug 4, 2026 |
| Manisha Merchant | EVP / Chief Legal Officer | 36,113 | 0.11% | Aug 3, 2026 |
| Richard Hernandez | President | 92,362 | 0.29% | Aug 3, 2026 |
| Joann Yeung | EVP / Chief Accounting Officer | 33,424 | 0.10% | Aug 3, 2026 |
| Jean Carandang | Bank Chief Financial Officer | 43,285 | 0.13% | Aug 3, 2026 |
| Frank L. Muller | Director | 40,310 | 0.13% | Sep 9, 2026 |
| Kevin J. Cullen | Director | 96,611 | 0.30% | Aug 24, 2026 |
| Stephen A. Cortese | Director | 401,579 | 1.25% | Aug 24, 2026 |
| Andrew J. Armanino | Director | 192,870 | 0.60% | Aug 24, 2026 |
| Lester Machado | Director | 76,103 | 0.24% | Aug 4, 2026 |
| Rochelle G. Klein | Director | 258,508 | 0.80% | Jun 3, 2026 |
| Anne A. Williams | Director | 72,165 | 0.22% | Jun 3, 2026 |
| Tomaso Frank Di | Director | 415,991 | 1.29% | Jun 3, 2026 |
| David J. Volk | Director | 31,391 | 0.10% | Jun 3, 2026 |
| Ricardo Martin | Director | 28,544 | 0.09% | May 23, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Michelle Wirfel EVP, Chief Operating Officer | Sep 21, 2026 | Tax withholding | −93 | $21.51 | $2.00K | 86,290 |
| Frank L. Muller Director | Sep 4, 2026 | Buy | +450 | $22.13 | $9.96K | 2,377 |
| Andrew J. Armanino Director | Aug 20, 2026 | Award | +1,025 | – | – | 17,704 |
| Kevin J. Cullen Director | Aug 20, 2026 | Award | +1,025 | – | – | 17,704 |
| Stephen A. Cortese Director | Aug 20, 2026 | Award | +1,025 | – | – | 354,848 |
| Thomas G. Dolan EVP / Bancorp CFO/ CSO | Aug 11, 2026 | Other | +3,352 | – | – | 264,525 |
| Thomas G. Dolan EVP / Bancorp CFO/ CSO | Aug 11, 2026 | Other | −3,352 | – | – | 52,180 |
| Martin Liska EVP / Chief Risk Officer | Aug 11, 2026 | Other | −1,257 | – | – | 17,710 |
| Martin Liska EVP / Chief Risk Officer | Aug 11, 2026 | Other | +1,257 | – | – | 35,842 |
| Martin Liska EVP / Chief Risk Officer | Aug 2, 2026 | Tax withholding | −704 | $21.30 | $15.00K | 18,967 |
| Thomas G. Dolan EVP / Bancorp CFO/ CSO | Aug 2, 2026 | Tax withholding | −1,877 | $21.30 | $39.98K | 55,532 |
| Peter Nutz EVP/ Chief Credit Officer | Aug 2, 2026 | Tax withholding | −939 | $21.30 | $20.00K | 41,037 |
| Manisha Merchant EVP / Chief Legal Officer | Aug 2, 2026 | Tax withholding | −939 | $21.30 | $20.00K | 36,113 |
| Michelle Wirfel EVP, Chief Operating Officer | Aug 2, 2026 | Tax withholding | −1,407 | $21.30 | $29.97K | 86,383 |
| Jean Carandang Bank Chief Financial Officer | Aug 2, 2026 | Tax withholding | −704 | $21.30 | $15.00K | 35,285 |
| David I. Rainer Chairman and CEO, Director | Aug 2, 2026 | Tax withholding | −3,518 | $21.30 | $74.93K | 141,410 |
| Joann Yeung EVP / Chief Accounting Officer | Aug 2, 2026 | Tax withholding | −704 | $21.30 | $15.00K | 33,424 |
| Richard Hernandez President | Aug 2, 2026 | Tax withholding | −1,407 | $21.30 | $29.97K | 71,528 |
| Lester Machado Director | Jul 31, 2026 | Sale | −7,500 | $21.19 | $158.93K | 22,391 |
| Lester Machado Director | Jul 31, 2026 | Other | +9,142 | – | – | 53,712 |
| Lester Machado Director | Jul 31, 2026 | Other | −9,142 | – | – | 13,249 |
| Lester Machado Director | Jul 31, 2026 | Option exercise | +7,500 | $12.96 | $97.20K | 29,891 |
| Michelle Wirfel EVP, Chief Operating Officer | Jun 21, 2026 | Tax withholding | −93 | $19.74 | $1.84K | 87,790 |
| Jean Carandang Bank Chief Financial Officer | Jun 8, 2026 | Tax withholding | −1,185 | $19.39 | $22.98K | 35,989 |
| David J. Volk Director | Jun 1, 2026 | Award | +3,196 | – | – | 31,391 |
| Rochelle G. Klein Director | Jun 1, 2026 | Award | +3,196 | – | – | 35,539 |
| Anne A. Williams Director | Jun 1, 2026 | Award | +3,196 | – | – | 11,828 |
| Andrew J. Armanino Director | Jun 1, 2026 | Award | +3,196 | – | – | 16,679 |
| Frank L. Muller Director | Jun 1, 2026 | Award | +3,196 | – | – | 37,933 |
| Stephen A. Cortese Director | Jun 1, 2026 | Award | +3,196 | – | – | 353,823 |
| Lester Machado Director | Jun 1, 2026 | Award | +3,196 | – | – | 22,391 |
| Kevin J. Cullen Director | Jun 1, 2026 | Award | +3,196 | – | – | 16,679 |
| Tomaso Frank Di Director | Jun 1, 2026 | Award | +3,196 | – | – | 250,580 |
| Andrew J. Armanino Director | May 21, 2026 | Award | +1,040 | – | – | 13,483 |
| Stephen A. Cortese Director | May 21, 2026 | Award | +1,040 | – | – | 350,627 |
| Kevin J. Cullen Director | May 21, 2026 | Award | +1,040 | – | – | 13,483 |
| Richard Hernandez President | May 8, 2026 | Sale | −17,000 | $19.12 | $325.04K | 72,935 |
| David I. Rainer Executive Chairman, Director | May 7, 2026 | Sale | −75,000 | $19.00 | $1.43M | 356,347 |
| Richard Hernandez President | May 5, 2026 | Tax withholding | −1,208 | $18.85 | $22.77K | 89,935 |
| Michelle Wirfel EVP, Chief Operating Officer | Apr 28, 2026 | Tax withholding | −115 | $18.92 | $2.18K | 87,883 |
| Peter Nutz EVP/ Chief Credit Officer | Apr 20, 2026 | Tax withholding | −143 | $18.76 | $2.68K | 41,976 |
| Thomas G. Dolan EVP / Bancorp CFO/ CSO | Apr 15, 2026 | Other | −5,114 | – | – | 57,409 |
| Thomas G. Dolan EVP / Bancorp CFO/ CSO | Apr 15, 2026 | Other | +5,114 | – | – | 261,173 |
| Michelle Wirfel EVP, Chief Operating Officer | Apr 12, 2026 | Tax withholding | −154 | $18.38 | $2.83K | 87,998 |
| Martin Liska EVP / Chief Risk Officer | Apr 10, 2026 | Other | +3,674 | – | – | 34,585 |
| Martin Liska EVP / Chief Risk Officer | Apr 10, 2026 | Other | −3,674 | – | – | 19,671 |
| Michelle Wirfel EVP, Chief Operating Officer | Mar 25, 2026 | Tax withholding | −595 | $17.55 | $10.44K | 88,152 |
| Michelle Wirfel EVP, Chief Operating Officer | Mar 21, 2026 | Tax withholding | −93 | $17.32 | $1.61K | 88,747 |
| Thomas G. Dolan EVP / Bancorp CFO/ CSO | Mar 16, 2026 | Gift | −2,050 | – | – | 256,059 |
| Thomas G. Dolan EVP / Bancorp CFO/ CSO | Mar 13, 2026 | Gift | −2,050 | – | – | 258,109 |
| Michelle Wirfel EVP, Chief Operating Officer | Mar 8, 2026 | Tax withholding | −635 | $17.96 | $11.40K | 88,840 |
| Jean Carandang Bank Chief Financial Officer | Mar 6, 2026 | Sale | −8,000 | $17.90 | $143.20K | 37,174 |
| Peter Nutz EVP/ Chief Credit Officer | Mar 2, 2026 | Award | +11,445 | – | – | 42,119 |
| Manisha Merchant EVP / Chief Legal Officer | Mar 2, 2026 | Award | +12,916 | – | – | 37,052 |
| David I. Rainer Executive Chairman, Director | Mar 2, 2026 | Award | +65,396 | – | – | 116,154 |
| David I. Rainer Executive Chairman, Director | Mar 2, 2026 | Award | +28,774 | – | – | 144,928 |
| Martin Liska EVP / Chief Risk Officer | Mar 2, 2026 | Award | +5,450 | – | – | 23,345 |
| Jean Carandang Bank Chief Financial Officer | Mar 2, 2026 | Award | +6,812 | – | – | 45,174 |
| Michelle Wirfel EVP, Chief Operating Officer | Mar 2, 2026 | Award | +13,461 | – | – | 89,475 |
| Joann Yeung EVP / Chief Accounting Officer | Mar 2, 2026 | Award | +5,995 | – | – | 34,128 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Lester Machado Director | Aug 12, 2026 | 7,500 | $158.95K | Jul 31, 2026 | Stock Option Exercise |
| Richard Hernandez Officer | May 18, 2026 | 17,000 | $322.93K | May 11, 2026 | GRANT |
| David I. Rainer Officer, Director | May 7, 2026 | 75,000 | $1.42M | May 7, 2026 | Grant |
| Tomaso Frank Di Director | Dec 12, 2025 | 9,150 | $180.99K | Dec 12, 2025 | Open Market Purchase |
| David I. Rainer Director | Aug 27, 2025 | 6,300 | $105.24K | Aug 27, 2025 | Compensation |
| David I. Rainer Director | Jun 13, 2025 | 7,000 | $102.45K | Jun 13, 2025 | Compensation |
| David I. Rainer Officer, Director | Mar 3, 2025 | 6,300 | $100.88K | Mar 3, 2025 | Compensation |