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Allworth Financial’s BayCom BCML Stock Holding History

Allworth Financial’s Portfolio BCML Stock Details BCML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$714 Buy
24
+7
+41% +$206 ﹤0.01% 4656
2025
Q4 		$500 Hold
17
– – ﹤0.01% 4524
2025
Q3 		$489 Buy
17
+6
+55% +$173 ﹤0.01% 4434
2025
Q2 		$305 Buy
+11
New +$290 ﹤0.01% 4244

Other funds holding BCML

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Allworth Financial's BCML Position: Q1 2026 in Review

Allworth Financial increased its BayCom (BCML) stake by 41% in Q1 2026, buying an estimated $206 and bringing the position to 24 shares worth $714. The position accounts for ﹤0.01% of the portfolio, ranked #4656.

Allworth Financial first reported a position in BCML in Q2 2025 and has held it in 4 quarters since. 101 funds tracked by Wall St. Rank hold BCML as of Q1 2026.

  • Allworth Financial held 24 shares of BayCom worth $714 as of Q1 2026.
  • Allworth Financial bought 7 BayCom shares in Q1 2026, an estimated $206.
  • BayCom made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4656 holding.
  • Allworth Financial first reported a position in BayCom in Q2 2025 and has held it in 4 quarters since.
  • 101 funds tracked by Wall St. Rank held BayCom as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.