Stephens Consulting’s BayCom BCML Stock Holding History

Stephens Consulting’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
2025 Q3	–	Sell	-1	Closed	-$28	–	475
2025 Q2	$28	Buy	+1	New	+$26	﹤0.01%	1160

Other funds holding BCML

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Stephens Consulting's BCML Position: Q3 2025 in Review

Stephens Consulting sold out of BayCom (BCML) in Q3 2025, closing a stake of 1 share — an estimated $28 sold.

Stephens Consulting first reported a position in BCML in Q2 2025 and held it in 1 quarter. The position peaked at $28 in Q2 2025. 91 funds tracked by Wall St. Rank hold BCML as of Q3 2025.

Stephens Consulting reported no remaining BayCom position as of Q3 2025 after selling out during the quarter.
Stephens Consulting sold 1 BayCom share in Q3 2025, an estimated $28.
Stephens Consulting first reported a position in BayCom in Q2 2025 and held it in 1 quarter.
Stephens Consulting's BayCom position peaked at $28 in Q2 2025.
91 funds tracked by Wall St. Rank held BayCom as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.