Root Financial Partners
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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
Q3 		$152 Buy
+5
New +$156 ﹤0.01% 3574
2026
Q2 		– Sell
-4
Closed -$119 – 709
2026
Q1 		$119 Buy
+4
New +$118 ﹤0.01% 3250

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Acadian Asset Management
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LSV Asset Management
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Caldwell Sutter Capital
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Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Root Financial Partners's BCML Position: Q3 2026 in Review

Root Financial Partners opened a new position in BayCom (BCML) in Q3 2026: 5 shares worth $152. The stake represents ﹤0.01% of the portfolio and ranks #3574 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BCML as recently as Q1 2026.

Root Financial Partners first reported a position in BCML in Q1 2026 and has held it in 2 quarters since. 60 funds tracked by Wall St. Rank hold BCML as of Q3 2026.

  • Root Financial Partners held 5 shares of BayCom worth $152 as of Q3 2026.
  • BayCom was a new Root Financial Partners position in Q3 2026.
  • BayCom made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3574 holding.
  • Root Financial Partners first reported a position in BayCom in Q1 2026 and has held it in 2 quarters since.
  • 60 funds tracked by Wall St. Rank held BayCom as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.