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Wellington discloses 8.9% California BanCorp (BCAL) ownership stake

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

California BanCorp received an amended ownership report showing that several Wellington entities collectively beneficially own 2,882,833 shares of its common stock, representing about 8.9% of the company as of 12/31/2025.

Wellington reports zero sole voting or dispositive power, with all voting and sale decisions shared. The shares are held in client accounts of Wellington-affiliated investment advisers, whose clients receive dividends and sale proceeds. Wellington certifies the position is held in the ordinary course of business and not for changing or influencing control of California BanCorp.

Positive

  • None.

Negative

  • None.





Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)






SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G





SCHEDULE 13G



Wellington Management Group LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:02/10/2026
Wellington Group Holdings LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:02/10/2026
Wellington Investment Advisors Holdings LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:02/10/2026
Wellington Management Company LLP
Signature:Taisia Lowe
Name/Title:Regulatory Analyst
Date:02/10/2026

FAQ

What did Wellington disclose in its Schedule 13G/A for BCAL?

Wellington disclosed beneficial ownership of California BanCorp common stock through several affiliated entities. They collectively reported 2,882,833 shares, held for advisory clients, and certified the holdings are in the ordinary course of business, not for changing or influencing control of the issuer.

How many California BanCorp (BCAL) shares does Wellington beneficially own?

Wellington reports beneficial ownership of 2,882,833 California BanCorp common shares. These securities are owned of record by clients of one or more Wellington investment advisers, which are controlled through a holding-company structure ultimately owned by Wellington Management Group LLP.

What percentage of California BanCorp’s stock is held by Wellington?

Wellington reports beneficial ownership of approximately 8.9% of California BanCorp’s common stock. This percentage is based on the 2,882,833 shares attributed to Wellington-affiliated entities and reflects their aggregate economic interest across advisory client accounts in this issuer.

Who actually owns the securities reported by Wellington for BCAL?

The securities reported are owned of record by clients of Wellington-affiliated investment advisers. Wellington Management Group LLP is the ultimate parent holding company, but its advisory clients have the right to receive dividends and proceeds from any sale of these California BanCorp shares.

Does Wellington intend to influence control of California BanCorp?

Wellington certifies the shares were acquired and are held in the ordinary course of business. It states they were not acquired and are not held for the purpose of changing or influencing control of California BanCorp or as part of any control-related transaction.

Which Wellington entities are listed as reporting persons for BCAL?

The filing lists four reporting persons: Wellington Management Group LLP, Wellington Group Holdings LLP, Wellington Investment Advisors Holdings LLP, and Wellington Management Company LLP. Each reports shared voting and/or dispositive power over the California BanCorp shares held for advisory clients.
California Bancorp

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