Creative Planning’s BayCom BCML Stock Holding History

Creative Planning’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	$457K	Buy	+15,054	New	+$470K	﹤0.01%	3357

Other funds holding BCML

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Woodward Diversified Capital Bakersfield, California $254M AUM 31.53% 1-Year Est. Return

IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Marrick Wealth Irvine, California $142M AUM 14.54% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Creative Planning's BCML Position: Q3 2026 in Review

Creative Planning opened a new position in BayCom (BCML) in Q3 2026: 15,054 shares worth $457K. The stake represents ﹤0.01% of the portfolio and ranks #3357 among its holdings.

34 funds tracked by Wall St. Rank hold BCML as of Q3 2026.

Creative Planning held 15,054 shares of BayCom worth $457K as of Q3 2026.
BayCom was a new Creative Planning position in Q3 2026.
BayCom made up ﹤0.01% of Creative Planning's portfolio in Q3 2026, its #3357 holding.
34 funds tracked by Wall St. Rank held BayCom as of Q3 2026.

Based on Creative Planning's 13F filing for Q3 2026, filed 2 Nov 2026.