Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s BayCom BCML Stock Holding History

Carson Wealth (CWM 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
Q1 		$34.2K Sell
1,149
-30
-3% -$882 ﹤0.01% 4072
2025
Q4 		$35K Sell
1,179
-12
-1% -$347 ﹤0.01% 3843
2025
Q3 		$34K Buy
1,191
+254
+27% +$7.31K ﹤0.01% 3795
2025
Q2 		$26K Buy
937
+179
+24% +$4.72K ﹤0.01% 3727
2025
Q1 		$19K Buy
758
+277
+58% +$7.41K ﹤0.01% 3699
2024
Q4 		$13K Buy
481
+61
+15% +$1.61K ﹤0.01% 3696
2024
Q3 		$10K Buy
420
+297
+241% +$6.67K ﹤0.01% 3767
2024
Q2 		$3K Buy
123
+121
+6,050% +$2.41K ﹤0.01% 4039
2024
Q1 		$0 Buy
+2
New +$41 ﹤0.01% 4320

Other funds holding BCML

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $3.37T AUM 44.26% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BCML Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its BayCom (BCML) stake by 2.5% in Q1 2026, selling an estimated $882 and leaving 1,149 shares worth $34.2K. The position accounts for ﹤0.01% of the portfolio, ranked #4072.

Carson Wealth (CWM LLC) first reported a position in BCML in Q1 2024 and has held it in 9 quarters since. The position peaked at $35K in Q4 2025. 101 funds tracked by Wall St. Rank hold BCML as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,149 shares of BayCom worth $34.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 30 BayCom shares in Q1 2026, an estimated $882.
  • BayCom made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4072 holding.
  • Carson Wealth (CWM LLC) first reported a position in BayCom in Q1 2024 and has held it in 9 quarters since.
  • Carson Wealth (CWM LLC)'s BayCom position peaked at $35K in Q4 2025.
  • 101 funds tracked by Wall St. Rank held BayCom as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.