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5%+ stakes · Schedule 13D and 13G

California BanCorp: 5%+ holders

Who has reported owning 5% or more of California BanCorp, from Schedule 13D and 13G filings: each holder's stake as filed, the timeline, and the purpose each 13D states, quoted.

At 5% or more5
Filings10
Latest filing2026-08-14

California BanCorp has 10 Schedule 13D or 13G filings on record since 2025-11-12. 5 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.

Holders

HolderPercentSharesLatestEvent date
Wellington Management Group LLP7.6%2,447,278SCHEDULE 13G/A, 2026-08-132026-06-30
FJ Capital Management LLC6.34%2,054,534SCHEDULE 13G, 2026-01-292026-01-29
AllianceBernstein L.P.6.1%1,952,131SCHEDULE 13G/A, 2026-08-142026-06-30
BlackRock, Inc.5.6%1,790,663SCHEDULE 13G, 2026-07-272026-06-30
Endeavour Capital Advisors Inc.5.4%1,755,219SCHEDULE 13G/A, 2026-02-132025-12-31
Castle Creek Capital Partners VI, LP4.7%1,522,105SCHEDULE 13G/A, 2026-02-102025-12-31
Fourthstone LLC4%1,301,394SCHEDULE 13G/A, 2025-11-142025-09-30

Timeline

FiledHolderPercentFiling
2025-11-12Wellington Management Group LLP6.4%SCHEDULE 13G
2025-11-14Fourthstone LLC4%SCHEDULE 13G/A
2026-01-29FJ Capital Management LLC6.34%SCHEDULE 13G
2026-02-10Wellington Management Group LLP8.9%SCHEDULE 13G/A
2026-02-10Castle Creek Capital Partners VI, LP4.7%SCHEDULE 13G/A
2026-02-13Endeavour Capital Advisors Inc.5.4%SCHEDULE 13G/A
2026-02-17AllianceBernstein L.P.7.3%SCHEDULE 13G/A
2026-07-27BlackRock, Inc.5.6%SCHEDULE 13G
2026-08-13Wellington Management Group LLP7.6%SCHEDULE 13G/A
2026-08-14AllianceBernstein L.P.6.1%SCHEDULE 13G/A

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Where this comes from

Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.

Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.

Cite this page

Permanent URL: https://mentionfox.com/stakes/california-bancorp
Last updated 2026-09-27
Primary record: SEC filing 1 · SEC filing 2 · SEC filing 3 · SEC filing 4
California BanCorp 5%+ holders: 5 at 5% or more, largest Wellington Management Group LLP 7.6%. MentionFox, 2026-09-27. https://mentionfox.com/stakes/california-bancorp