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 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 $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Crewe Advisors's BCML Position: Q1 2026 in Review

Crewe Advisors held its BayCom (BCML) position steady in Q1 2026 at 61 shares worth $1.81K. The position accounts for ﹤0.01% of the portfolio, ranked #916.

Crewe Advisors first reported a position in BCML in Q3 2025 and has held it in 3 quarters since. 101 funds tracked by Wall St. Rank hold BCML as of Q1 2026.

Crewe Advisors held 61 shares of BayCom worth $1.81K as of Q1 2026.
Crewe Advisors left its BayCom share count unchanged in Q1 2026.
BayCom made up ﹤0.01% of Crewe Advisors's portfolio in Q1 2026, its #916 holding.
Crewe Advisors first reported a position in BayCom in Q3 2025 and has held it in 3 quarters since.
101 funds tracked by Wall St. Rank held BayCom as of Q1 2026.

Based on Crewe Advisors's 13F filing for Q1 2026, filed 7 May 2026.