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Essential Partners’s BayCom BCML Stock Holding History

Essential 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 		$987 Sell
30
-3
-9% -$92 ﹤0.01% 2252
2026
Q1 		$981 Sell
33
-26
-44% -$765 ﹤0.01% 2252
2025
Q4 		$1.74K Sell
59
-19
-24% -$549 ﹤0.01% 1849
2025
Q3 		$2.24K Buy
78
+61
+359% +$1.75K ﹤0.01% 1758
2025
Q2 		$471 Buy
+17
New +$448 ﹤0.01% 1715

Other funds holding BCML

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Essential Partners's BCML Position: Q2 2026 in Review

Essential Partners reduced its BayCom (BCML) stake by 9.1% in Q2 2026, selling an estimated $92 and leaving 30 shares worth $987. The position accounts for ﹤0.01% of the portfolio, ranked #2252.

Essential Partners first reported a position in BCML in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.24K in Q3 2025. 118 funds tracked by Wall St. Rank hold BCML as of Q2 2026.

  • Essential Partners held 30 shares of BayCom worth $987 as of Q2 2026.
  • Essential Partners sold 3 BayCom shares in Q2 2026, an estimated $92.
  • BayCom made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2252 holding.
  • Essential Partners first reported a position in BayCom in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's BayCom position peaked at $2.24K in Q3 2025.
  • 118 funds tracked by Wall St. Rank held BayCom as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.