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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
Q3 		$729 Buy
24
+15
+167% +$468 ﹤0.01% 2028
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

Saratoga Research & Investment Management
Saratoga Research & Investment Management Saratoga, California $1.82B AUM 11.8% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
PWMA
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

True Wealth Design's BCML Position: Q3 2026 in Review

True Wealth Design increased its BayCom (BCML) stake by 167% in Q3 2026, buying an estimated $468 and bringing the position to 24 shares worth $729. The position accounts for ﹤0.01% of the portfolio, ranked #2028.

True Wealth Design first reported a position in BCML in Q3 2024 and has held it in 9 quarters since. 11 funds tracked by Wall St. Rank hold BCML as of Q3 2026.

  • True Wealth Design held 24 shares of BayCom worth $729 as of Q3 2026.
  • True Wealth Design bought 15 BayCom shares in Q3 2026, an estimated $468.
  • BayCom made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2028 holding.
  • True Wealth Design first reported a position in BayCom in Q3 2024 and has held it in 9 quarters since.
  • 11 funds tracked by Wall St. Rank held BayCom as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.