As of the latest SEC filings, California BanCorp \ CA (BCAL) is held by 164 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $13,562,639.92 in market value, representing a significant portion of its portfolio.
Funds holding California BanCorp \ CA (BCAL)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- BCAL
- CIK:
- 0001795815
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $13,562,639.92 | 765,386 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.01% | $9,492,373.64 | 535,687 | Mar 31, 2026 | May 28, 2026 |
|
BTO
John Hancock Financial Opportunities Fund
|
CEF | John Hancock | 1.14% | $8,068,217.24 | 455,317 | Mar 31, 2026 | May 29, 2026 |
|
RMBKX
RMB Mendon Financial Services Fund
|
MF | Independent / Boutique | 2.70% | $6,142,903.80 | 346,665 | Mar 31, 2026 | May 21, 2026 |
|
FRBAX
Regional Bank Fund
|
MF | John Hancock | 0.63% | $5,513,699.52 | 295,008 | Apr 30, 2026 | Jun 25, 2026 |
|
KRE
State Street(R) SPDR(R) S&P(R) Regional Banking ETF
|
ETF | State Street (SPDR) | 0.14% | $5,128,628.72 | 289,426 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.01% | $4,519,592.32 | 255,056 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.01% | $4,057,393.41 | 217,089 | Apr 30, 2026 | Jun 26, 2026 |
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.02% | $4,024,245.04 | 219,784 | Feb 28, 2026 | Apr 29, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.02% | $2,978,732.00 | 168,100 | Mar 31, 2026 | May 28, 2026 |
|
BSVO
EA Bridgeway Omni Small-Cap Value ETF
|
ETF | Independent / Boutique | 0.12% | $2,483,050.44 | 140,127 | Mar 31, 2026 | Jun 1, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.01% | $2,100,706.30 | 114,730 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.01% | $2,040,795.98 | 111,458 | Feb 28, 2026 | Apr 28, 2026 |
|
HSFNX
Hennessy Small Cap Financial Fund
|
MF | Independent / Boutique | 2.71% | $1,962,450.00 | 105,000 | Apr 30, 2026 | Jun 25, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $1,790,277.72 | 95,788 | Apr 30, 2026 | Jun 29, 2026 |
|
ORSAX
NORTH SQUARE DYNAMIC SMALL CAP FUND
|
MF | Independent / Boutique | 0.25% | $1,687,358.05 | 92,155 | Feb 28, 2026 | Apr 27, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $1,590,126.51 | 85,079 | Apr 30, 2026 | Jun 24, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $1,305,047.94 | 69,826 | Apr 30, 2026 | Jun 24, 2026 |
|
FDM
First Trust Dow Jones Select MicroCap Index Fund
|
ETF | First Trust | 0.56% | $1,260,370.44 | 71,127 | Mar 31, 2026 | May 28, 2026 |
|
SMIZ
Zacks Small/Mid Cap ETF
|
ETF | Independent / Boutique | 0.57% | $1,162,703.31 | 63,501 | Feb 28, 2026 | Apr 28, 2026 |
|
BOSVX
Omni Small-Cap Value Fund
|
MF | Independent / Boutique | 0.09% | $1,111,044.00 | 62,700 | Mar 31, 2026 | May 21, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.08% | $1,006,903.56 | 56,823 | Mar 31, 2026 | May 28, 2026 |
|
AVSC
Avantis U.S. Small Cap Equity ETF
|
ETF | American Century | 0.04% | $938,607.22 | 51,262 | Feb 28, 2026 | Apr 29, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.01% | $933,640.26 | 49,954 | Apr 30, 2026 | Jun 25, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $910,651.56 | 48,724 | Apr 30, 2026 | Jun 29, 2026 |
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