Winch Advisory Services’s BayCom BCML Stock Holding History

Winch Advisory Services’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	$35.1K	Buy	1,066 +11	+1%	+$337	0.01%	222
2026 Q1	$31.4K	Buy	1,055 +10	+1%	+$294	0.01%	215
2025 Q4	$30.7K	Buy	1,045 +10	+1%	+$289	0.01%	208
2025 Q3	$29.8K	Buy	1,035 +7	+0.7%	+$201	0.01%	208
2025 Q2	$28.5K	Buy	1,028 +6	+0.6%	+$158	0.01%	205
2025 Q1	$25.7K	Buy	1,022 +6	+0.6%	+$160	0.01%	200
2024 Q4	$27.3K	Buy	1,016 +4	+0.4%	+$106	0.01%	203
2024 Q3	$24K	Buy	1,012 +5	+0.5%	+$112	0.01%	205
2024 Q2	$20.5K	Buy	1,007 +5	+0.5%	+$100	0.01%	211
2024 Q1	$20.7K	Hold	1,002	–	–	0.01%	205
2023 Q4	$23.6K	Hold	1,002	–	–	0.01%	193
2023 Q3	$19K	Hold	1,002	–	–	0.01%	196
2023 Q2	$17K	Hold	1,002	–	–	0.01%	206
2023 Q1	$17K	Hold	1,002	–	–	0.01%	204
2022 Q4	$19K	Hold	1,002	–	–	0.01%	186
2022 Q3	$18K	Hold	1,002	–	–	0.01%	174
2022 Q2	$21K	Buy	1,002 +2	+0.2%	+$44	0.01%	174
2022 Q1	$22K	Hold	1,000	–	–	0.01%	198
2021 Q4	$19K	Hold	1,000	–	–	0.01%	211
2021 Q3	$19K	Hold	1,000	–	–	0.01%	208
2021 Q2	$18K	Hold	1,000	–	–	0.01%	213
2021 Q1	$18K	Sell	1,000 -200	-17%	-$3.27K	0.01%	192
2020 Q4	$18K	Hold	1,200	–	–	0.01%	168
2020 Q3	$12K	Sell	1,200 -300	-20%	-$3.43K	0.01%	183
2020 Q2	$19K	Hold	1,500	–	–	0.01%	140
2020 Q1	$18K	Sell	1,500 -500	-25%	-$9.98K	0.01%	131
2019 Q4	$45K	Hold	2,000	–	–	0.02%	120
2019 Q3	$45K	Hold	2,000	–	–	0.02%	109
2019 Q2	$44K	Hold	2,000	–	–	0.02%	117
2019 Q1	$45K	Hold	2,000	–	–	0.02%	117
2018 Q4	$46K	Hold	2,000	–	–	0.03%	102
2018 Q3	$53K	Sell	2,000 -431	-18%	-$11K	0.03%	100
2018 Q2	$60K	Buy	+2,431	New	+$58.4K	0.03%	103

Other funds holding BCML

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Winch Advisory Services's BCML Position: Q2 2026 in Review

Winch Advisory Services increased its BayCom (BCML) stake by 1% in Q2 2026, buying an estimated $337 and bringing the position to 1,066 shares worth $35.1K. The position accounts for 0.01% of the portfolio, ranked #222.

Winch Advisory Services first reported a position in BCML in Q2 2018 and has held it in 33 quarters since. The position peaked at $60K in Q2 2018. 117 funds tracked by Wall St. Rank hold BCML as of Q2 2026.

Winch Advisory Services held 1,066 shares of BayCom worth $35.1K as of Q2 2026.
Winch Advisory Services bought 11 BayCom shares in Q2 2026, an estimated $337.
BayCom made up 0.01% of Winch Advisory Services's portfolio in Q2 2026, its #222 holding.
Winch Advisory Services first reported a position in BayCom in Q2 2018 and has held it in 33 quarters since.
Winch Advisory Services's BayCom position peaked at $60K in Q2 2018.
117 funds tracked by Wall St. Rank held BayCom as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.