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True Wealth Design’s BayCom BCML Stock Holding History

True Wealth Design’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 		$297 Sell
9
-3
-25% -$92 ﹤0.01% 2358
2026
Q1 		$357 Hold
12
– – ﹤0.01% 2164
2025
Q4 		$353 Hold
12
– – ﹤0.01% 2070
2025
Q3 		$345 Buy
12
+7
+140% +$201 ﹤0.01% 2127
2025
Q2 		$139 Buy
5
+1
+25% +$26 ﹤0.01% 2159
2025
Q1 		$101 Buy
4
+2
+100% +$53 ﹤0.01% 2188
2024
Q4 		$54 Hold
2
– – ﹤0.01% 1310
2024
Q3 		$48 Buy
+2
New +$45 ﹤0.01% 1257

Other funds holding BCML

MW
Marrick Wealth Irvine, California $141M AUM
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

True Wealth Design's BCML Position: Q2 2026 in Review

True Wealth Design reduced its BayCom (BCML) stake by 25% in Q2 2026, selling an estimated $92 and leaving 9 shares worth $297. The position accounts for ﹤0.01% of the portfolio, ranked #2358.

True Wealth Design first reported a position in BCML in Q3 2024 and has held it in 8 quarters since. The position peaked at $357 in Q1 2026. 10 funds tracked by Wall St. Rank hold BCML as of Q2 2026.

  • True Wealth Design held 9 shares of BayCom worth $297 as of Q2 2026.
  • True Wealth Design sold 3 BayCom shares in Q2 2026, an estimated $92.
  • BayCom made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2358 holding.
  • True Wealth Design first reported a position in BayCom in Q3 2024 and has held it in 8 quarters since.
  • True Wealth Design's BayCom position peaked at $357 in Q1 2026.
  • 10 funds tracked by Wall St. Rank held BayCom as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.