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EverSource Wealth Advisors’s BayCom BCML Stock Holding History

EverSource Wealth 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
Q2 		$1.84K Sell
56
-5,185
-99% -$159K ﹤0.01% 3753
2026
Q1 		$156K Sell
5,241
-169
-3% -$4.97K ﹤0.01% 1187
2025
Q4 		$159K Sell
5,410
-200
-4% -$5.78K 0.01% 1065
2025
Q3 		$161K Sell
5,610
-369
-6% -$10.6K 0.01% 1015
2025
Q2 		$166K Buy
5,979
+5,974
+119,480% +$158K 0.01% 947
2025
Q1 		$126 Buy
+5
New +$134 ﹤0.01% 3783

Other funds holding BCML

SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
WDC
Woodward Diversified Capital Bakersfield, California $227M AUM 40.62% 1-Year Est. Return
MW
Marrick Wealth Irvine, California $141M AUM
SP
SmartHarvest Portfolios Poulsbo, Washington $309M AUM
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

EverSource Wealth Advisors's BCML Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its BayCom (BCML) stake by 99% in Q2 2026, selling an estimated $159K and leaving 56 shares worth $1.84K. The position accounts for ﹤0.01% of the portfolio, ranked #3753.

EverSource Wealth Advisors first reported a position in BCML in Q1 2025 and has held it in 6 quarters since. The position peaked at $166K in Q2 2025. 24 funds tracked by Wall St. Rank hold BCML as of Q2 2026.

  • EverSource Wealth Advisors held 56 shares of BayCom worth $1.84K as of Q2 2026.
  • EverSource Wealth Advisors sold 5,185 BayCom shares in Q2 2026, an estimated $159K.
  • BayCom made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3753 holding.
  • EverSource Wealth Advisors first reported a position in BayCom in Q1 2025 and has held it in 6 quarters since.
  • EverSource Wealth Advisors's BayCom position peaked at $166K in Q2 2025.
  • 24 funds tracked by Wall St. Rank held BayCom as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.