Envestnet Asset Management’s BayCom BCML Stock Holding History

Envestnet Asset Management’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
2025 Q3	–	Sell	-22,371	Closed	-$620K	–	4522
2025 Q2	$620K	Hold	22,371	–	–	﹤0.01%	3548
2025 Q1	$563K	Hold	22,371	–	–	﹤0.01%	3550
2024 Q4	$600K	Hold	22,371	–	–	﹤0.01%	3483
2024 Q3	$531K	Sell	22,371 -1,787	-7%	-$40.1K	﹤0.01%	3514
2024 Q2	$492K	Hold	24,158	–	–	﹤0.01%	3469
2024 Q1	$498K	Hold	24,158	–	–	﹤0.01%	3436
2023 Q4	$570K	Hold	24,158	–	–	﹤0.01%	3260
2023 Q3	$464K	Hold	24,158	–	–	﹤0.01%	3301
2023 Q2	$403K	Hold	24,158	–	–	﹤0.01%	3327
2023 Q1	$413K	Hold	24,158	–	–	﹤0.01%	3273
2022 Q4	$459K	Hold	24,158	–	–	﹤0.01%	3142
2022 Q3	$425K	Hold	24,158	–	–	﹤0.01%	3116
2022 Q2	$500K	Buy	+24,158	New	+$532K	﹤0.01%	3046
2019 Q2	–	Sell	-9,268	Closed	-$210K	–	3027
2019 Q1	$210K	Buy	+9,268	New	+$206K	﹤0.01%	2811

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Envestnet Asset Management's BCML Position: Q3 2025 in Review

Envestnet Asset Management sold out of BayCom (BCML) in Q3 2025, closing a stake of 22,371 shares — an estimated $620K sold.

Envestnet Asset Management first reported a position in BCML in Q1 2019 and held it in 14 quarters. The position peaked at $620K in Q2 2025. 91 funds tracked by Wall St. Rank hold BCML as of Q3 2025.

Envestnet Asset Management reported no remaining BayCom position as of Q3 2025 after selling out during the quarter.
Envestnet Asset Management sold 22,371 BayCom shares in Q3 2025, an estimated $620K.
Envestnet Asset Management first reported a position in BayCom in Q1 2019 and held it in 14 quarters.
Envestnet Asset Management's BayCom position peaked at $620K in Q2 2025.
91 funds tracked by Wall St. Rank held BayCom as of Q3 2025.

Based on Envestnet Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.