Principal Financial Group
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Principal Financial Group’s BayCom BCML Stock Holding History

Principal 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
Q3 		– Sell
-11,686
Closed -$242K – 2501
2022
Q2 		$242K Buy
+11,686
New +$258K ﹤0.01% 2242

Other funds holding BCML

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Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group's BCML Position: Q3 2022 in Review

Principal Financial Group sold out of BayCom (BCML) in Q3 2022, closing a stake of 11,686 shares — an estimated $242K sold.

Principal Financial Group first reported a position in BCML in Q2 2022 and held it in 1 quarter. The position peaked at $242K in Q2 2022. 78 funds tracked by Wall St. Rank hold BCML as of Q3 2022.

  • Principal Financial Group reported no remaining BayCom position as of Q3 2022 after selling out during the quarter.
  • Principal Financial Group sold 11,686 BayCom shares in Q3 2022, an estimated $242K.
  • Principal Financial Group first reported a position in BayCom in Q2 2022 and held it in 1 quarter.
  • Principal Financial Group's BayCom position peaked at $242K in Q2 2022.
  • 78 funds tracked by Wall St. Rank held BayCom as of Q3 2022.

Based on Principal Financial Group's 13F filing for Q3 2022, filed 9 Nov 2022.