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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
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 $535B AUM 26.23% 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
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

Rothschild Investment LLC's BCML Position: Q1 2026 in Review

Rothschild Investment LLC increased its BayCom (BCML) stake by 33% in Q1 2026, buying an estimated $29 and bringing the position to 4 shares worth $119. The position accounts for ﹤0.01% of the portfolio, ranked #3376.

Rothschild Investment LLC first reported a position in BCML in Q4 2025 and has held it in 2 quarters since. 101 funds tracked by Wall St. Rank hold BCML as of Q1 2026.

  • Rothschild Investment LLC held 4 shares of BayCom worth $119 as of Q1 2026.
  • Rothschild Investment LLC bought 1 BayCom share in Q1 2026, an estimated $29.
  • BayCom made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #3376 holding.
  • Rothschild Investment LLC first reported a position in BayCom in Q4 2025 and has held it in 2 quarters since.
  • 101 funds tracked by Wall St. Rank held BayCom as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.