AssetMark Inc’s BayCom BCML Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$29.1K Sell
886
-249
-22% -$7.62K ﹤0.01% 2050
2026
Q1
$33.7K Buy
+1,135
New +$33.4K ﹤0.01% 1877

Other funds holding BCML

AssetMark Inc's BCML Position: Q2 2026 in Review

AssetMark Inc reduced its BayCom (BCML) stake by 22% in Q2 2026, selling an estimated $7.62K and leaving 886 shares worth $29.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2050.

AssetMark Inc first reported a position in BCML in Q1 2026 and has held it in 2 quarters since. The position peaked at $33.7K in Q1 2026. 117 funds tracked by Wall St. Rank hold BCML as of Q2 2026.

  • AssetMark Inc held 886 shares of BayCom worth $29.1K as of Q2 2026.
  • AssetMark Inc sold 249 BayCom shares in Q2 2026, an estimated $7.62K.
  • BayCom made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2050 holding.
  • AssetMark Inc first reported a position in BayCom in Q1 2026 and has held it in 2 quarters since.
  • AssetMark Inc's BayCom position peaked at $33.7K in Q1 2026.
  • 117 funds tracked by Wall St. Rank held BayCom as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.