CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s BayCom BCML Stock Holding History

CAPTRUST Financial Advisors’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
Q3 		$666K Buy
21,943
+370
+2% +$11.6K ﹤0.01% 2027
2026
Q2 		$710K Buy
21,573
+307
+1% +$9.4K ﹤0.01% 1944
2026
Q1 		$632K Sell
21,266
-25
-0.1% -$735 ﹤0.01% 1880
2025
Q4 		$626K Sell
21,291
-3,572
-14% -$103K ﹤0.01% 1772
2025
Q3 		$715K Buy
24,863
+1,411
+6% +$40.6K ﹤0.01% 1613
2025
Q2 		$650K Sell
23,452
-32
-0.1% -$844 ﹤0.01% 1570
2025
Q1 		$591K Buy
23,484
+189
+0.8% +$5.05K ﹤0.01% 1556
2024
Q4 		$625K Sell
23,295
-66
-0.3% -$1.74K ﹤0.01% 1493
2024
Q3 		$554K Buy
23,361
+978
+4% +$22K ﹤0.01% 1514
2024
Q2 		$455K Sell
22,383
-99
-0.4% -$1.97K ﹤0.01% 1556
2024
Q1 		$463K Sell
22,482
-187
-0.8% -$3.86K ﹤0.01% 1526
2023
Q4 		$535K Buy
22,669
+30
+0.1% +$630 ﹤0.01% 1693
2023
Q3 		$435K Sell
22,639
-1,151
-5% -$21.8K ﹤0.01% 1736
2023
Q2 		$397K Buy
23,790
+59
+0.2% +$974 ﹤0.01% 1770
2023
Q1 		$405K Sell
23,731
-160
-0.7% -$3.07K ﹤0.01% 1525
2022
Q4 		$453K Buy
23,891
+160
+0.7% +$3.01K ﹤0.01% 1391
2022
Q3 		$417K Buy
23,731
+1,250
+6% +$24.2K ﹤0.01% 1333
2022
Q2 		$466K Hold
22,481
– – ﹤0.01% 1183
2022
Q1 		$491K Hold
22,481
– – ﹤0.01% 1158
2021
Q4 		$422K Hold
22,481
– – ﹤0.01% 1201
2021
Q3 		$418K Buy
22,481
+2,919
+15% +$52.2K ﹤0.01% 1118
2021
Q2 		$351K Buy
19,562
+19,534
+69,764% +$355K ﹤0.01% 1167
2021
Q1 		$1K Buy
+28
New +$458 ﹤0.01% 4165
2019
Q2 		– Sell
-1,250
Closed -$28K – 1922
2019
Q1 		$28K Buy
+1,250
New +$27.8K ﹤0.01% 1058

Other funds holding BCML

Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Caldwell Sutter Capital
Caldwell Sutter Capital Sausalito, California $268M AUM 23.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

CAPTRUST Financial Advisors's BCML Position: Q3 2026 in Review

CAPTRUST Financial Advisors increased its BayCom (BCML) stake by 1.7% in Q3 2026, buying an estimated $11.6K and bringing the position to 21,943 shares worth $666K. The position accounts for ﹤0.01% of the portfolio, ranked #2027.

CAPTRUST Financial Advisors first reported a position in BCML in Q1 2019 and has held it in 24 quarters since. The position peaked at $715K in Q3 2025. 69 funds tracked by Wall St. Rank hold BCML as of Q3 2026.

  • CAPTRUST Financial Advisors held 21,943 shares of BayCom worth $666K as of Q3 2026.
  • CAPTRUST Financial Advisors bought 370 BayCom shares in Q3 2026, an estimated $11.6K.
  • BayCom made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q3 2026, its #2027 holding.
  • CAPTRUST Financial Advisors first reported a position in BayCom in Q1 2019 and has held it in 24 quarters since.
  • CAPTRUST Financial Advisors's BayCom position peaked at $715K in Q3 2025.
  • 69 funds tracked by Wall St. Rank held BayCom as of Q3 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.