Allworth Financial
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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
Q2 		$2.44K Buy
74
+50
+208% +$1.53K ﹤0.01% 4428
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 $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Allworth Financial's BCML Position: Q2 2026 in Review

Allworth Financial increased its BayCom (BCML) stake by 208% in Q2 2026, buying an estimated $1.53K and bringing the position to 74 shares worth $2.44K. The position accounts for ﹤0.01% of the portfolio, ranked #4428.

Allworth Financial first reported a position in BCML in Q2 2025 and has held it in 5 quarters since. 117 funds tracked by Wall St. Rank hold BCML as of Q2 2026.

  • Allworth Financial held 74 shares of BayCom worth $2.44K as of Q2 2026.
  • Allworth Financial bought 50 BayCom shares in Q2 2026, an estimated $1.53K.
  • BayCom made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4428 holding.
  • Allworth Financial first reported a position in BayCom in Q2 2025 and has held it in 5 quarters since.
  • 117 funds tracked by Wall St. Rank held BayCom as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.