Marrick Wealth’s BayCom BCML Stock Holding History

Marrick Wealth’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	$329K	Hold	10,000	–	–	0.23%	47
2026 Q1	$297K	Hold	10,000	–	–	0.25%	42
2025 Q4	$294K	Buy	+10,000	New	+$289K	0.24%	46

Other funds holding BCML

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Marrick Wealth's BCML Position: Q2 2026 in Review

Marrick Wealth held its BayCom (BCML) position steady in Q2 2026 at 10,000 shares worth $329K. The position accounts for 0.23% of the portfolio, ranked #47.

Marrick Wealth first reported a position in BCML in Q4 2025 and has held it in 3 quarters since. 118 funds tracked by Wall St. Rank hold BCML as of Q2 2026.

Marrick Wealth held 10,000 shares of BayCom worth $329K as of Q2 2026.
Marrick Wealth left its BayCom share count unchanged in Q2 2026.
BayCom made up 0.23% of Marrick Wealth's portfolio in Q2 2026, its #47 holding.
Marrick Wealth first reported a position in BayCom in Q4 2025 and has held it in 3 quarters since.
118 funds tracked by Wall St. Rank held BayCom as of Q2 2026.

Based on Marrick Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.