Root Financial Partners’s BayCom BCML Stock Holding History

Root Financial Partners’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	–	Sell	-4	Closed	-$119	–	709
2026 Q1	$119	Buy	+4	New	+$118	﹤0.01%	3250

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

Root Financial Partners's BCML Position: Q2 2026 in Review

Root Financial Partners sold out of BayCom (BCML) in Q2 2026, closing a stake of 4 shares — an estimated $119 sold.

Root Financial Partners first reported a position in BCML in Q1 2026 and held it in 1 quarter. The position peaked at $119 in Q1 2026. 117 funds tracked by Wall St. Rank hold BCML as of Q2 2026.

Root Financial Partners reported no remaining BayCom position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 4 BayCom shares in Q2 2026, an estimated $119.
Root Financial Partners first reported a position in BayCom in Q1 2026 and held it in 1 quarter.
Root Financial Partners's BayCom position peaked at $119 in Q1 2026.
117 funds tracked by Wall St. Rank held BayCom as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.