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Rothschild Investment LLC’s BayCom BCML Stock Holding History

Rothschild Investment LLC’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 		$263 Buy
8
+4
+100% +$122 ﹤0.01% 3400
2026
Q1 		$119 Buy
4
+1
+33% +$29 ﹤0.01% 3376
2025
Q4 		$88 Buy
+3
New +$87 ﹤0.01% 3218

Other funds holding BCML

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Rothschild Investment LLC's BCML Position: Q2 2026 in Review

Rothschild Investment LLC increased its BayCom (BCML) stake by 100% in Q2 2026, buying an estimated $122 and bringing the position to 8 shares worth $263. The position accounts for ﹤0.01% of the portfolio, ranked #3400.

Rothschild Investment LLC first reported a position in BCML in Q4 2025 and has held it in 3 quarters since. 117 funds tracked by Wall St. Rank hold BCML as of Q2 2026.

  • Rothschild Investment LLC held 8 shares of BayCom worth $263 as of Q2 2026.
  • Rothschild Investment LLC bought 4 BayCom shares in Q2 2026, an estimated $122.
  • BayCom made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3400 holding.
  • Rothschild Investment LLC first reported a position in BayCom in Q4 2025 and has held it in 3 quarters since.
  • 117 funds tracked by Wall St. Rank held BayCom as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.