Vault-13

BAYCOM CORP BCML

COM · Common Stock · CUSIP 07272M107

70 institutional holders +0 vs Q1 2023
6,702,7156.7m shares reported held*
56.7% of all shares outstanding*
$111.8mreported value*
5 new 21 added 30 reduced 6 sold out net sold ≈ $2.8m (-168.2k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($758.2k this quarter). Holder counts are more reliable. Shares outstanding: 11.8m as of 2023-08-10, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $16.68. Options: 1 managers hold calls ($0 notional), 1 hold puts ($0).

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 78Q4 22: 74Q1 23: 70Q2 23: 7070Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 202278
Q4 202274
Q1 202370
Q2 202370

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q4 22: 26 bought or addedQ4 22: 36 cut or sold outQ4 22Q1 23: 32 bought or addedQ1 23: 32 cut or sold outQ1 23Q2 23: 26 bought or addedQ2 23: 36 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 20222636
Q1 20233232
Q2 20232636

Biggest buyers

BlackRock Inc. Added +269,741+269.7k
Cerity Partners LLC New +102,500+102.5k
BRIDGEWAY CAPITAL MANAGEMENT, LLC Added +79,487+79.5k
DIMENSIONAL FUND ADVISORS LP Added +28,445+28.4k
Empowered Funds, LLC New +22,727+22.7k
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC Added +18,180+18.2k
GOLDMAN SACHS GROUP INC Added +16,648+16.6k
WHITTIER TRUST CO New +12,865+12.9k
TWO SIGMA ADVISERS, LP Added +12,700+12.7k
ALLIANCEBERNSTEIN L.P. Added +12,455+12.5k

Biggest sellers

WELLINGTON MANAGEMENT GROUP LLP Reduced -355,258-355.3k
ROYCE & ASSOCIATES LP Reduced -103,910-103.9k
VANGUARD GROUP INC Reduced -41,802-41.8k
BHZ CAPITAL MANAGEMENT, LP Reduced -32,750-32.8k
MANUFACTURERS LIFE INSURANCE COMPANY, THE Reduced -30,697-30.7k
CITADEL ADVISORS LLC Sold out -29,274-29.3k
Baker Avenue Asset Management, LP Sold out -28,800-28.8k
VICTORY CAPITAL MANAGEMENT INC Reduced -25,714-25.7k
CORNERCAP INVESTMENT COUNSEL INC Sold out -24,435-24.4k
MILLENNIUM MANAGEMENT LLC Reduced -22,410-22.4k

Biggest calls

Biggest puts

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
WELLINGTON MANAGEMENT GROUP LLP 13G · institution +1.3 pts · filed 2026-02-10 9.7% +1.3 pts 1.1m≈ $34.8m 2026-02-10
ROYCE & ASSOCIATES LP 13G · exempt (held before listing) +1.2 pts · filed 2025-07-22 6.7% +1.2 pts 732.1k≈ $24.1m 2025-07-22

Fell to 5% or below in the last year: VANGUARD CAPITAL MANAGEMENT LLC (4.9%, 2026-07-31), Bay Pond Partners, L.P. (4.9%, 2026-05-15), VANGUARD GROUP INC (0.0%, 2026-03-26)

Insider purchases and sales in Q2 2023

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

Officers and directors buying vs selling

Number of people, by quarter (10% owners not included)

BuyingSelling
101Q3 21: 0 buyingQ3 21: 0 sellingQ4 21: 0 buyingQ4 21: 0 sellingQ4 21Q1 22: 0 buyingQ1 22: 0 sellingQ2 22: 0 buyingQ2 22: 0 sellingQ2 22Q3 22: 1 buyingQ3 22: 1 sellingQ4 22: 0 buyingQ4 22: 1 sellingQ4 22Q1 23: 1 buyingQ1 23: 0 sellingQ2 23: 0 buyingQ2 23: 0 sellingQ2 23
Numbers
QuarterBuyingBoughtSellingSoldSold under a plan
Q3 20210—0——
Q4 20210—0——
Q1 20220—0——
Q2 20220—0——
Q3 20221$91.2k1$388.1k—
Q4 20220—1$196.5k—
Q1 20231$20.2k0——
Q2 20230—0——

None reported in Q2 2023.

Holders, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock Inc. 0.00% of their portfolio New York, NY 952,276952.3k $15.9m $15.9m 0.00% Added +269.7k +269,741
2 WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio Boston, MA 707,393707.4k $11.8m $11.8m 0.00% Reduced -355.3k -355,258
3 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 662,761662.8k $11.1m $11.1m 0.00% Reduced -41.8k -41,802
4 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio Toronto, A6 617,177617.2k $10.3m $10.3m 0.01% Reduced -30.7k -30,697
5 ROYCE & ASSOCIATES LP 0.09% of their portfolio New York, NY 574,071574.1k $9.6m $9.6m 0.09% Reduced -103.9k -103,910
6 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 503,101503.1k $8.4m $8.4m 0.00% Added +28.4k +28,445
7 ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio NASHVILLE, TN 447,627447.6k $7.5m $7.5m 0.00% Added +12.5k +12,455
8 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 222,507222.5k $3.7m $3.7m 0.00% Reduced -5.7k -5,743
9 ACADIAN ASSET MANAGEMENT LLC 0.01% of their portfolio Boston, MA 196,169196.2k $3.3m $3.3m 0.01% Reduced -12.6k -12,596
10 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 168,056168.1k $2.8m $2.8m 0.00% Reduced -2.7k -2,706
11 BHZ CAPITAL MANAGEMENT, LP 2.29% of their portfolio San Jose, CA 162,457162.5k $2.7m $2.7m 2.29% Reduced -32.8k -32,750
12 HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 0.01% of their portfolio Los Angeles, CA 148,140148.1k $2.5m $2.5m 0.01% Added +18.2k +18,180
13 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 102,500102.5k $1.7m $1.7m 0.01% New
14 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.04% of their portfolio HOUSTON, TX 95,64095.6k $1.6m $1.6m 0.04% Added +79.5k +79,487
15 FIRST MANHATTAN CO. LLC. 0.01% of their portfolio NEW YORK, NY 94,24094.2k $1.6m $1.6m 0.01% Added +8.3k +8,260
16 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 93,59293.6k $1.6m $1.6m 0.00% Reduced -4.0k -3,989
17 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 91,47491.5k $1.5m $1.5m 0.00% Added +16.6k +16,648
18 CALDWELL SUTTER CAPITAL, INC. 0.73% of their portfolio SAUSALITO, CA 83,29083.3k $1.4m $1.4m 0.73% Unchanged
19 FJ Capital Management LLC 0.14% of their portfolio MCLEAN, VA 64,83664.8k $1.1m $1.1m 0.14% Unchanged
20 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 64,38064.4k $1.1m $1.1m 0.00% Reduced -25.7k -25,714
21 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 54,86454.9k $915.1k $915.1k 0.00% Reduced -355 -355
22 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 50,20050.2k $837.0k $837.0k 0.00% Reduced -1.9k -1,900
23 TWO SIGMA ADVISERS, LP 0.00% of their portfolio NEW YORK, NY 43,30043.3k $722.2k $722.2k 0.00% Added +12.7k +12,700
24 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 40,54740.5k $676.3k $676.3k 0.00% Added +2.6k +2,599
25 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 32,30332.3k $538.8k $538.8k 0.00% Added +5.2k +5,224
26 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 31,74931.7k $529.6k $529.6k 0.00% Reduced -628 -628
27 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 30,26530.3k $504.8k $504.8k 0.00% Added +300 +300
28 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 29,46329.5k $491.4k $491.4k 0.00% Reduced -22.4k -22,410
29 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 28,10228.1k $468.7k $468.7k 0.00% Added +9.2k +9,206
30 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 24,15824.2k $403.0k $403.0k 0.00% Unchanged
31 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 23,79023.8k $396.8k $396.8k 0.00% Added +59 +59
32 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 23,72723.7k $395.8k $395.8k 0.00% Reduced -1.3k -1,259
33 Empowered Funds, LLC 0.01% of their portfolio NEWTOWN SQUARE, PA 22,72722.7k $379.1k $379.1k 0.01% New
34 EA Series Trust 0.01% of their portfolio HAVERTOWN, PA 22,72722.7k $379.1k $379.1k 0.01% First filing
35 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 21,35521.4k $356.0k $356.0k 0.00% Reduced -1.7k -1,732
36 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 20,60320.6k $343.7k $343.7k 0.00% Reduced -2.8k -2,769
37 Trexquant Investment LP 0.01% of their portfolio STAMFORD, CT 20,41020.4k $340.4k $340.4k 0.01% Added +10.1k +10,071
38 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 19,39919.4k $323.6k $323.6k 0.00% Reduced -97 -97
39 Harbor Advisors LLC 0.06% of their portfolio West Palm Beach, FL 18,18218.2k $303.3k $303.3k 0.06% Unchanged
40 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 18,10118.1k $301.9k $301.9k 0.00% Unchanged
41 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 16,42016.4k $273.9k $273.9k 0.00% Added +2.5k +2,462
42 AIRE ADVISORS, LLC 0.07% of their portfolio BEVERLY HILLS, CA 15,17215.2k $253.1k $253.1k 0.07% Added +91 +91
43 WHITTIER TRUST CO 0.00% of their portfolio SOUTH PASADENA, CA 12,86512.9k $214.6k $214.6k 0.00% New
44 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 9,98110.0k $166.5k $166.5k 0.00% Reduced -8.7k -8,680
45 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 8,1928.2k $136.6k $136.6k 0.00% Reduced -2.3k -2,339
46 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 7,8687.9k $131.2k $131.2k 0.00% Reduced -4.0k -3,964
47 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 7,5597.6k $126.0k $126.0k 0.00% Added +841 +841
48 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 6,8356.8k $114.0k $114.0k 0.00% Unchanged
49 UBS Group AG 0.00% of their portfolio ZURICH, V8 6,7276.7k $112.2k $112.2k 0.00% Added +2.3k +2,270
50 AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio New York, NY 5,6525.7k $94.3k $94.3k 0.00% Reduced -198 -198
51 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 4,5114.5k $75.2k $75.2k 0.00% Added +2.3k +2,343
52 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 3,9063.9k $65.2k $65.2k 0.00% Reduced -600 -600
53 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 3,6353.6k $60.6k $60.6k 0.00% Added +3.6k +3,633
54 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 2,9022.9k $48.4k $48.4k 0.00% Reduced -6.1k -6,100
55 AMALGAMATED BANK 0.00% of their portfolio NEW YORK, NY 1,2641.3k $21.0k $21.0k 0.00% Reduced -79 -79
56 Dorsey Wright & Associates 0.01% of their portfolio PASADENA, CA 1,2461.2k $20.8k $20.8k 0.01% Added +126 +126
57 Legal & General Group Plc 0.00% of their portfolio London, X0 1,0731.1k $17.9k $17.9k 0.00% Unchanged
58 Winch Advisory Services, LLC 0.01% of their portfolio Appleton, WI 1,0021.0k $17.0k $17.0k 0.01% Unchanged
59 Ameritas Investment Partners, Inc. 0.00% of their portfolio LINCOLN, NE 964964 $16.1k $16.1k 0.00% Unchanged
60 FMR LLC 0.00% of their portfolio BOSTON, MA 858858 $14.3k $14.3k 0.00% Reduced -860 -860
61 Metropolitan Life Insurance Co/NY 0.00% of their portfolio New York, NY 793793 $13.2k $13.2k 0.00% Unchanged
62 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 734734 $12.2k $12.2k 0.00% Reduced -98 -98
63 Fisher Asset Management, LLC 0.00% of their portfolio PLANO, TX 121121 $2.0k $2.0k 0.00% New
64 Covestor Ltd 0.00% of their portfolio LONDON, X0 110110 $2.0k $2.0k 0.00% Reduced -89 -89
65 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 4444 $734 $734 0.00% Unchanged
66 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 3737 $617 $617 0.00% Reduced -7.6k -7,564
67 Aspire Private Capital, LLC 0.00% of their portfolio Cornelius, NC 2020 $334 $334 0.00% Unchanged
68 NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio ST. LOUIS, MO 1010 $167 $167 0.00% Reduced -50 -50
69 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 99 $150 $150 0.00% New
70 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged