Woodward Diversified Capital’s BayCom BCML Stock Holding History

Woodward Diversified Capital’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	$494K	Sell	15,000 -7,000	-32%	-$214K	0.22%	101
2026 Q1	$642K	Sell	22,000 -8,000	-27%	-$235K	0.29%	86
2025 Q4	$882K	Hold	30,000	–	–	0.4%	64
2025 Q3	$863K	Hold	30,000	–	–	0.4%	67
2025 Q2	$831K	Hold	30,000	–	–	0.42%	64
2025 Q1	$755K	Buy	+30,000	New	+$802K	0.53%	40

Other funds holding BCML

SRIM

Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Marrick Wealth Irvine, California $141M AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

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

Woodward Diversified Capital's BCML Position: Q2 2026 in Review

Woodward Diversified Capital reduced its BayCom (BCML) stake by 32% in Q2 2026, selling an estimated $214K and leaving 15,000 shares worth $494K. The position accounts for 0.22% of the portfolio, ranked #101.

Woodward Diversified Capital first reported a position in BCML in Q1 2025 and has held it in 6 quarters since. The position peaked at $882K in Q4 2025. 22 funds tracked by Wall St. Rank hold BCML as of Q2 2026.

Woodward Diversified Capital held 15,000 shares of BayCom worth $494K as of Q2 2026.
Woodward Diversified Capital sold 7,000 BayCom shares in Q2 2026, an estimated $214K.
BayCom made up 0.22% of Woodward Diversified Capital's portfolio in Q2 2026, its #101 holding.
Woodward Diversified Capital first reported a position in BayCom in Q1 2025 and has held it in 6 quarters since.
Woodward Diversified Capital's BayCom position peaked at $882K in Q4 2025.
22 funds tracked by Wall St. Rank held BayCom as of Q2 2026.

Based on Woodward Diversified Capital's 13F filing for Q2 2026, filed 28 Jul 2026.