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Whittier Trust’s BayCom BCML Stock Holding History

Whittier Trust’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 		– Sell
-231
Closed -$6.54K – 1351
2025
Q4 		$6.54K Hold
231
– – ﹤0.01% 1195
2025
Q3 		$6.49K Buy
+231
New +$6.64K ﹤0.01% 1191
2023
Q3 		– Sell
-12,865
Closed -$215K – 1679
2023
Q2 		$215K Buy
+12,865
New +$212K ﹤0.01% 618

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

Whittier Trust's BCML Position: Q1 2026 in Review

Whittier Trust sold out of BayCom (BCML) in Q1 2026, closing a stake of 231 shares — an estimated $6.54K sold.

Whittier Trust first reported a position in BCML in Q2 2023 and held it in 3 quarters. The position peaked at $215K in Q2 2023. 101 funds tracked by Wall St. Rank hold BCML as of Q1 2026.

  • Whittier Trust reported no remaining BayCom position as of Q1 2026 after selling out during the quarter.
  • Whittier Trust sold 231 BayCom shares in Q1 2026, an estimated $6.54K.
  • Whittier Trust first reported a position in BayCom in Q2 2023 and held it in 3 quarters.
  • Whittier Trust's BayCom position peaked at $215K in Q2 2023.
  • 101 funds tracked by Wall St. Rank held BayCom as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.