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
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% +$24.1K ﹤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

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

CAPTRUST Financial Advisors's BCML Position: Q1 2026 in Review

CAPTRUST Financial Advisors reduced its BayCom (BCML) stake by 0.12% in Q1 2026, selling an estimated $735 and leaving 21,266 shares worth $632K. The position accounts for ﹤0.01% of the portfolio, ranked #1880.

CAPTRUST Financial Advisors first reported a position in BCML in Q1 2019 and has held it in 22 quarters since. The position peaked at $715K in Q3 2025. 101 funds tracked by Wall St. Rank hold BCML as of Q1 2026.

  • CAPTRUST Financial Advisors held 21,266 shares of BayCom worth $632K as of Q1 2026.
  • CAPTRUST Financial Advisors sold 25 BayCom shares in Q1 2026, an estimated $735.
  • BayCom made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1880 holding.
  • CAPTRUST Financial Advisors first reported a position in BayCom in Q1 2019 and has held it in 22 quarters since.
  • CAPTRUST Financial Advisors's BayCom position peaked at $715K in Q3 2025.
  • 101 funds tracked by Wall St. Rank held BayCom as of Q1 2026.

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