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IFP Advisors’s BayCom BCML Stock Holding History

IFP 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 		$2.63K Buy
80
+56
+233% +$1.71K ﹤0.01% 4110
2026
Q1 		$713 Sell
24
-6
-20% -$176 ﹤0.01% 4329
2025
Q4 		$882 Buy
30
+19
+173% +$549 ﹤0.01% 4111
2025
Q3 		$316 Buy
+11
New +$316 ﹤0.01% 4290
2025
Q2 		– Hold
0
– – – 4438

Other funds holding BCML

MW
Marrick Wealth Irvine, California $141M AUM
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
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
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

IFP Advisors's BCML Position: Q2 2026 in Review

IFP Advisors increased its BayCom (BCML) stake by 233% in Q2 2026, buying an estimated $1.71K and bringing the position to 80 shares worth $2.63K. The position accounts for ﹤0.01% of the portfolio, ranked #4110.

IFP Advisors first reported a position in BCML in Q3 2025 and has held it in 4 quarters since. 10 funds tracked by Wall St. Rank hold BCML as of Q2 2026.

  • IFP Advisors held 80 shares of BayCom worth $2.63K as of Q2 2026.
  • IFP Advisors bought 56 BayCom shares in Q2 2026, an estimated $1.71K.
  • BayCom made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4110 holding.
  • IFP Advisors first reported a position in BayCom in Q3 2025 and has held it in 4 quarters since.
  • 10 funds tracked by Wall St. Rank held BayCom as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.