AI Holders Summary · Q2 2026

159 institutions reported BCAL in Q2 2026. WELLINGTON MANAGEMENT GROUP LLP leads at 13.2% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(3 on this page)

#HolderValueShares% port.Quarter

WELLINGTON MANAGEMENT GROUP LLP

CIK 0000902219

$51M2.4M0.01%Q2 2026 02

BlackRock, Inc.

CIK 0002012383

$40M1.9M0.00%Q2 2026 03

ALLIANCEBERNSTEIN L.P.

CIK 0001109448

$40M2.1M0.01%Q1 2026 04

Castle Creek Capital Partners VI, LP

CIK 0001666749

$39M2.3M69.89%Q3 2025 05

ENDEAVOUR CAPITAL ADVISORS INC

CIK 0001218749

$25M1.2M4.96%Q3 2026 06

FJ Capital Management LLC

CIK 0001599170

$24M1.3M2.62%Q4 2025 07

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$23M1.1M0.00%Q2 2026 08

STATE STREET CORP

CIK 0000093751

$18M820K0.00%Q3 2026 09

BANC FUNDS CO LLC

CIK 0001029311

$17M806K2.73%Q3 2026 10

AMERICAN CENTURY COMPANIES INC

CIK 0000748054

$17M784K0.01%Q3 2026 11

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$17M774K0.00%Q3 2026 12

MANUFACTURERS LIFE INSURANCE COMPANY, THE

CIK 0000928047

$17M792K0.01%Q2 2026 13

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$14M663K0.00%Q3 2026 14

KENNEDY CAPITAL MANAGEMENT LLC

CIK 0000884589

$9M442K0.16%Q2 2026 15

ALGEBRIS (UK) LTD

CIK 0001700286

$9M411K0.48%Q3 2026 16

MORGAN STANLEY

CIK 0000895421

$6M303K0.00%Q2 2026 17

Elizabeth Park Capital Advisors, Ltd.

CIK 0001600583

$6M280K4.03%Q2 2026 18

MENDON CAPITAL ADVISORS CORP

CIK 0001177043

$6M273K2.01%Q2 2026 19

PRUDENTIAL FINANCIAL INC

CIK 0001137774

$5M255K0.01%Q2 2026 20

Stieven Capital Advisors, L.P.

CIK 0001388279

$5M253K1.01%Q2 2026

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