CALIFORNIA BANCORP COM

$BCAL
13F holders
145
Net 13F flow · Q
Insider buys · 90d
0
Insider net · 90d
Congress · 90d
0
Convergence

Institutional holders

Top 10 of 145 · Source: 13F-HR
01
Marathon Capital Management
02
Staley Capital Advisers Inc.
03
Summit Street Capital Management, LLC
04
Roof Eidam Maycock Peralta, LLC
05
Barrett & Company, Inc.
06
Axa S.a.
07
Atlantic Edge Private Wealth Management, LLC
08
Gates Foundation Trust
09
Calton & Associates, Inc.
10
State Street

Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.

See all 145 13F holders · Pro →

Smart Money · top-200 alpha cohort

6 holders · Q1 2026

$BCAL is held by 6 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.22%, with an average of 0.05% of portfolio. Largest holder: ELCO Management Co., LLC at 0.22%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Insider activity · last 90 days

2 transactions · 1 filers
03 Feb 2026
Volk David J.
▲ BOUGHT
27,000
$18.64
P
28 Jan 2026
Volk David J.
▼ SOLD
2,346,104
$18.95
S

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $BCAL in the recent window.

Convergence · Pattern Engine ships in v1.1

30-day window
In development

Convergence detection for $BCAL lands with the Pattern Engine.

Once the Pattern Engine ships, this section will surface every active convergence event involving $BCAL — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.

Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 12:08 UTC.