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Independent Financial Group’s BayCom BCML Stock Holding History

Independent Financial Group’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
2022
Q1 		– Sell
-10,230
Closed -$192K – 785
2021
Q4 		$192K Sell
10,230
-3,975
-28% -$74.6K 0.02% 739
2021
Q3 		$264K Sell
14,205
-1,000
-7% -$17.9K 0.03% 568
2021
Q2 		$273K Sell
15,205
-3,000
-16% -$54.5K 0.03% 558
2021
Q1 		$328K Sell
18,205
-4,256
-19% -$69.6K 0.04% 442
2020
Q4 		$341K Hold
22,461
– – 0.05% 396
2020
Q3 		$231K Hold
22,461
– – 0.04% 410
2020
Q2 		$290K Hold
22,461
– – 0.06% 324
2020
Q1 		$271K Buy
+22,461
New +$449K 0.08% 272

Other funds holding BCML

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACM
Ategra Capital Management Vienna, Virginia $201M AUM 23.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Independent Financial Group's BCML Position: Q1 2022 in Review

Independent Financial Group sold out of BayCom (BCML) in Q1 2022, closing a stake of 10,230 shares — an estimated $192K sold.

Independent Financial Group first reported a position in BCML in Q1 2020 and held it in 8 quarters. The position peaked at $341K in Q4 2020. 61 funds tracked by Wall St. Rank hold BCML as of Q1 2022.

  • Independent Financial Group reported no remaining BayCom position as of Q1 2022 after selling out during the quarter.
  • Independent Financial Group sold 10,230 BayCom shares in Q1 2022, an estimated $192K.
  • Independent Financial Group first reported a position in BayCom in Q1 2020 and held it in 8 quarters.
  • Independent Financial Group's BayCom position peaked at $341K in Q4 2020.
  • 61 funds tracked by Wall St. Rank held BayCom as of Q1 2022.

Based on Independent Financial Group's 13F filing for Q1 2022, filed 12 Jun 2026.