Rockefeller Capital Management
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Rockefeller Capital Management’s BayCom BCML Stock Holding History

Rockefeller Capital Management’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
-3,198
Closed -$94K – 4703
2025
Q4 		$94K Hold
3,198
– – ﹤0.01% 2757
2025
Q3 		$91.9K Buy
+3,198
New +$92K ﹤0.01% 2617
2023
Q1 		– Sell
-3,198
Closed -$60K – 2154
2022
Q4 		$60K Hold
3,198
– – ﹤0.01% 2283
2022
Q3 		$56K Hold
3,198
– – ﹤0.01% 2284
2022
Q2 		$66K Hold
3,198
– – ﹤0.01% 2154
2022
Q1 		$69K Buy
+3,198
New +$68.4K ﹤0.01% 2149

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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

Rockefeller Capital Management's BCML Position: Q1 2026 in Review

Rockefeller Capital Management sold out of BayCom (BCML) in Q1 2026, closing a stake of 3,198 shares — an estimated $94K sold.

Rockefeller Capital Management first reported a position in BCML in Q1 2022 and held it in 6 quarters. The position peaked at $94K in Q4 2025. 101 funds tracked by Wall St. Rank hold BCML as of Q1 2026.

  • Rockefeller Capital Management reported no remaining BayCom position as of Q1 2026 after selling out during the quarter.
  • Rockefeller Capital Management sold 3,198 BayCom shares in Q1 2026, an estimated $94K.
  • Rockefeller Capital Management first reported a position in BayCom in Q1 2022 and held it in 6 quarters.
  • Rockefeller Capital Management's BayCom position peaked at $94K in Q4 2025.
  • 101 funds tracked by Wall St. Rank held BayCom as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.