Bogart Wealth LLC’s BayCom BCML Stock Holding History

Bogart Wealth LLC’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	$165	Hold	5	–	–	﹤0.01%	1911
2026 Q1	$149	Buy	+5	New	+$147	﹤0.01%	1719

Other funds holding BCML

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bogart Wealth LLC's BCML Position: Q2 2026 in Review

Bogart Wealth LLC held its BayCom (BCML) position steady in Q2 2026 at 5 shares worth $165. The position accounts for ﹤0.01% of the portfolio, ranked #1911.

Bogart Wealth LLC first reported a position in BCML in Q1 2026 and has held it in 2 quarters since. 117 funds tracked by Wall St. Rank hold BCML as of Q2 2026.

Bogart Wealth LLC held 5 shares of BayCom worth $165 as of Q2 2026.
Bogart Wealth LLC left its BayCom share count unchanged in Q2 2026.
BayCom made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1911 holding.
Bogart Wealth LLC first reported a position in BayCom in Q1 2026 and has held it in 2 quarters since.
117 funds tracked by Wall St. Rank held BayCom as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.