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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
Q3 		$1.15K Buy
38
+8
+27% +$250 ﹤0.01% 2133
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% +$1.76K ﹤0.01% 1758
2025
Q2 		$471 Buy
+17
New +$448 ﹤0.01% 1715

Other funds holding BCML

Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
PWMA
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Essential Partners's BCML Position: Q3 2026 in Review

Essential Partners increased its BayCom (BCML) stake by 27% in Q3 2026, buying an estimated $250 and bringing the position to 38 shares worth $1.15K. The position accounts for ﹤0.01% of the portfolio, ranked #2133.

Essential Partners first reported a position in BCML in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.24K in Q3 2025. 11 funds tracked by Wall St. Rank hold BCML as of Q3 2026.

  • Essential Partners held 38 shares of BayCom worth $1.15K as of Q3 2026.
  • Essential Partners bought 8 BayCom shares in Q3 2026, an estimated $250.
  • BayCom made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2133 holding.
  • Essential Partners first reported a position in BayCom in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's BayCom position peaked at $2.24K in Q3 2025.
  • 11 funds tracked by Wall St. Rank held BayCom as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.