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Kestra Advisory Services’s BayCom BCML Stock Holding History

Kestra Advisory Services’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
Q1 		– Sell
-1,927
Closed -$56.7K – 3233
2025
Q4 		$56.7K Buy
+1,927
New +$55.7K ﹤0.01% 3849

Other funds holding BCML

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kestra Advisory Services's BCML Position: Q1 2026 in Review

Kestra Advisory Services sold out of BayCom (BCML) in Q1 2026, closing a stake of 1,927 shares — an estimated $56.7K sold.

Kestra Advisory Services first reported a position in BCML in Q4 2025 and held it in 1 quarter. The position peaked at $56.7K in Q4 2025. 101 funds tracked by Wall St. Rank hold BCML as of Q1 2026.

  • Kestra Advisory Services reported no remaining BayCom position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 1,927 BayCom shares in Q1 2026, an estimated $56.7K.
  • Kestra Advisory Services first reported a position in BayCom in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's BayCom position peaked at $56.7K in Q4 2025.
  • 101 funds tracked by Wall St. Rank held BayCom as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.