Crewe Advisors’s BayCom BCML Stock Holding History

Crewe 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 Q2	–	Sell	-61	Closed	-$1.81K	–	1144
2026 Q1	$1.81K	Hold	61	–	–	﹤0.01%	916
2025 Q4	$1.79K	Hold	61	–	–	﹤0.01%	896
2025 Q3	$1.75K	Buy	+61	New	+$1.75K	﹤0.01%	865

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Crewe Advisors's BCML Position: Q2 2026 in Review

Crewe Advisors sold out of BayCom (BCML) in Q2 2026, closing a stake of 61 shares — an estimated $1.81K sold.

Crewe Advisors first reported a position in BCML in Q3 2025 and held it in 3 quarters. The position peaked at $1.81K in Q1 2026. 117 funds tracked by Wall St. Rank hold BCML as of Q2 2026.

Crewe Advisors reported no remaining BayCom position as of Q2 2026 after selling out during the quarter.
Crewe Advisors sold 61 BayCom shares in Q2 2026, an estimated $1.81K.
Crewe Advisors first reported a position in BayCom in Q3 2025 and held it in 3 quarters.
Crewe Advisors's BayCom position peaked at $1.81K in Q1 2026.
117 funds tracked by Wall St. Rank held BayCom as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.