CWP
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Curated Wealth Partners’s BayCom BCML Stock Holding History

Curated Wealth Partners’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 		$29.1K Buy
+25,000
New +$765K ﹤0.01% 742

Other funds holding BCML

MW
Marrick Wealth Irvine, California $141M AUM
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Curated Wealth Partners's BCML Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in BayCom (BCML) in Q2 2026: 25,000 shares worth $29.1K. The stake represents ﹤0.01% of the portfolio and ranks #742 among its holdings.

10 funds tracked by Wall St. Rank hold BCML as of Q2 2026.

  • Curated Wealth Partners held 25,000 shares of BayCom worth $29.1K as of Q2 2026.
  • BayCom was a new Curated Wealth Partners position in Q2 2026.
  • BayCom made up ﹤0.01% of Curated Wealth Partners's portfolio in Q2 2026, its #742 holding.
  • 10 funds tracked by Wall St. Rank held BayCom as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.