BayCom Corp (BCML) shareholders
Close on Nov 12, 2026Market cap $338.96MP/E 37.0Yield 2.90%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Wellington Group Holdings LLP Joint filing with Wellington Management Group LLP (9.70%), Wellington Investment Advisors Holdings LLP (9.70%) and 1 more | 1,058,935 | 9.70% | 13G (passive) amendment | Dec 31, 2025 |
| BlackRock, Inc. | 968,006 | 8.40% | 13G (passive) amendment | Dec 31, 2023 |
| Wellington Investment Advisors Holdings LLP Joint filing with Wellington Management Group LLP (8.40%), Wellington Group Holdings LLP (8.40%) and 1 more | 930,498 | 8.40% | 13G (passive) amendment | Dec 31, 2024 |
| Royce & Associates LP | 732,083 | 6.65% | 13G (passive) amendment | Jun 30, 2025 |
| Dimensional Fund Advisors LP | 602,526 | 5.40% | 13G (passive) | Sep 30, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of BCML | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Wellington Management Group Llp | 1,015,978 | 9.30% | $33.43M | −2,644 | 0.01% |
| BlackRock, Inc. | 926,776 | 8.49% | $30.49M | +78,633 | 0.00% |
| Royce & Associates LP | 805,051 | 7.37% | $26.49M | +82,860 | 0.21% |
| Dimensional Fund Advisors LP | 637,001 | 5.83% | $20.96M | +19,144 | 0.00% |
| Vanguard Capital Management LLC | 462,691 | 4.24% | $15.22M | −77,009 | 0.00% |
| Geode Capital Management, LLC | 267,980 | 2.45% | $8.82M | +16,575 | 0.00% |
| Manufacturers Life Insurance Company, The | 265,773 | 2.43% | $8.74M | −102,737 | 0.01% |
| Acadian Asset Management LLC | 232,644 | 2.13% | $7.65M | +30,321 | 0.01% |
| State Street Corp | 213,187 | 1.95% | $7.07M | +23,503 | 0.00% |
| American Century Companies Inc | 169,860 | 1.56% | $5.59M | +65,568 | 0.00% |
| Hotchkis & Wiley Capital Management LLC | 122,343 | 1.12% | $4.03M | +1,060 | 0.01% |
| Bridgeway Capital Management, LLC | 119,392 | 1.09% | $3.93M | +15,026 | 0.07% |
| Qube Research & Technologies Ltd | 98,212 | 0.90% | $3.23M | New | 0.00% |
| Northern Trust Corp | 84,310 | 0.77% | $2.77M | +767 | 0.00% |
| Lsv Asset Management | 83,611 | 0.77% | $2.75M | −1,100 | 0.00% |
| Two Sigma Investments, LP | 80,566 | 0.74% | $2.65M | +47,683 | 0.00% |
| Caldwell Sutter Capital, Inc. | 80,010 | 0.73% | $2.63M | – | 0.99% |
| Cerity Partners LLC | 73,573 | 0.67% | $2.42M | −9,756 | 0.00% |
| First Manhattan Co. LLC. | 73,350 | 0.67% | $2.43M | −21,486 | 0.01% |
| Vanguard Fiduciary Trust Co | 71,892 | 0.66% | $2.37M | +3,958 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 118 | 7M | 64.6% | 23 / 49 | 29 / 5 | 1M | 1M |
| Q1 2026 | 101 | 7M | 63.8% | 11 / 33 | 36 / 7 | 1M | 0M |
| Q4 2025 | 98 | 7M | 64.4% | 12 / 25 | 40 / 4 | 0M | 0M |
| Q3 2025 | 91 | 7M | 64.7% | 10 / 34 | 27 / 4 | 0M | 0M |
| Q2 2025 | 85 | 7M | 63.1% | 8 / 28 | 31 / 9 | 0M | 0M |
| Q1 2025 | 86 | 7M | 61.9% | 9 / 31 | 30 / 6 | 0M | 0M |
| Q4 2024 | 84 | 7M | 61.5% | 12 / 38 | 19 / 6 | 1M | 0M |
| Q3 2024 | 78 | 7M | 59.9% | 10 / 33 | 20 / 10 | 1M | 0M |
| Q2 2024 | 79 | 6M | 59.2% | 11 / 25 | 30 / 6 | 0M | 0M |
| Q1 2024 | 74 | 7M | 60.3% | 8 / 22 | 29 / 7 | 0M | 0M |
| Q4 2023 | 73 | 7M | 60.5% | 5 / 33 | 19 / 3 | 0M | 0M |
| Q3 2023 | 71 | 6M | 59.2% | 8 / 18 | 24 / 5 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
160 funds held BCML in Q2 2026, 42% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of BCML | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 328,986 | 3.01% | $10.82M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 299,718 | 2.74% | $9.86M | 0.01% | Jun 30, 2026 |
| Royce Small-Cap Opportunity Fund | 260,459 | 2.39% | $8.57M | 0.61% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 144,674 | 1.32% | $4.37M | 0.02% | Jul 31, 2026 |
| Avantis U.S. Small Cap Value ETF | 123,479 | 1.13% | $3.80M | 0.01% | May 31, 2026 |
| Vanguard Extended Market Index Fund | 123,270 | 1.13% | $4.06M | 0.00% | Jun 30, 2026 |
| Regional Bank Fund | 121,483 | 1.11% | $3.67M | 0.38% | Jul 31, 2026 |
| Fidelity Small Cap Index Fund | 114,299 | 1.05% | $3.45M | 0.01% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 108,736 | 1.00% | $3.58M | 0.02% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio | 84,162 | 0.77% | $2.54M | 0.02% | Jul 31, 2026 |
| Royce Micro-Cap Fund | 75,351 | 0.69% | $2.48M | 0.58% | Jun 30, 2026 |
| Dimensional US Small Cap Value ETF | 62,217 | 0.57% | $1.88M | 0.02% | Jul 31, 2026 |
| EA Bridgeway Omni Small-Cap Value ETF | 60,283 | 0.55% | $1.98M | 0.08% | Jun 30, 2026 |
| Dimensional U.S. Targeted Value ETF | 59,906 | 0.55% | $1.81M | 0.01% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 54,446 | 0.50% | $1.68M | 0.00% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Christopher F. Baron | President and CEO, Director | 9,247 | 0.08% | Aug 11, 2026 |
| William J. Black | Executive Vice Chair, Director | 34,079 | 0.31% | Jul 23, 2026 |
| George J. Guarini | President and CEO, Director | 55,355 | 0.51% | Mar 5, 2026 |
| Janet Lee King | Senior EVP and COO, Director | 92,752 | 0.85% | Jan 6, 2026 |
| Keary L. Colwell | Senior EVP, CFO and Secretary, Director | 85,752 | 0.79% | Jan 6, 2026 |
| Kevin L. Thompson | EVP, Chief Financial Officer | 532 | 0.00% | Jul 23, 2026 |
| Mary Therese Curley | EVP and Labor Services Div. | 13,688 | 0.13% | Jul 23, 2026 |
| Felix Antonio Miranda Jr | Chief Lending Officer | 2,038 | 0.02% | Jun 10, 2026 |
| Izabella L. Zhu | EVP and Chief Risk Officer | 10,500 | 0.10% | Jan 5, 2026 |
| Harrison H. Lee | EVP and Chief Lending Officer | 1,868 | 0.02% | Jan 22, 2025 |
| Robert G. Laverne | Director | 92,628 | 0.85% | Aug 25, 2026 |
| Michael J. Perdue | Director | 11,182 | 0.10% | Aug 3, 2026 |
| Syvia L. Magid | Director | 10,491 | 0.10% | Jul 1, 2026 |
| Bhupen B. Amin | Director | 23,807 | 0.22% | Jul 1, 2026 |
| Harpreet S. Chaudhary | Director | 47,101 | 0.43% | Jul 1, 2026 |
| Lloyd W. Kendall Jr. | Director | 94,077 | 0.86% | Jul 1, 2026 |
| Dennis Henry Guida Jr | Director | 32,601 | 0.30% | Jul 1, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Robert G. Laverne Director | Aug 21, 2026 | Buy | +1,000 | $29.85 | $29.85K | 92,628 |
| Robert G. Laverne Director | Aug 20, 2026 | Buy | +1,000 | $29.95 | $29.95K | 91,628 |
| Christopher F. Baron President and CEO, Director | Aug 10, 2026 | Buy | +8,250 | $30.39 | $250.72K | 9,247 |
| Michael J. Perdue Director | Jul 31, 2026 | Buy | +5,000 | $30.17 | $150.85K | 8,000 |
| Syvia L. Magid Director | Jul 1, 2026 | Award | +1,182 | – | – | 10,491 |
| Bhupen B. Amin Director | Jul 1, 2026 | Award | +1,182 | – | – | 3,928 |
| Kevin L. Thompson EVP, Chief Financial Officer | Jul 1, 2026 | Award | +532 | – | – | 532 |
| Christopher F. Baron President and CEO, Director | Jul 1, 2026 | Award | +997 | – | – | 997 |
| Robert G. Laverne Director | Jul 1, 2026 | Award | +1,182 | – | – | 90,628 |
| Harpreet S. Chaudhary Director | Jul 1, 2026 | Award | +1,182 | – | – | 47,101 |
| William J. Black Executive Vice Chair, Director | Jul 1, 2026 | Award | +997 | – | – | 34,079 |
| Lloyd W. Kendall Jr. Director | Jul 1, 2026 | Award | +1,182 | – | – | 84,077 |
| Dennis Henry Guida Jr Director | Jul 1, 2026 | Award | +1,182 | – | – | 3,928 |
| Michael J. Perdue Director | Jul 1, 2026 | Award | +1,182 | – | – | 1,182 |
| Michael J. Perdue Director | May 26, 2026 | Buy | +3,000 | $30.94 | $92.82K | 3,000 |
| Michael J. Perdue Director | May 22, 2026 | Buy | +2,000 | $30.94 | $61.88K | 2,000 |
| William J. Black Executive Vice Chair, Director | May 6, 2026 | Buy | +26,549 | $30.22 | $802.31K | 33,082 |
| William J. Black Executive Vice Chair, Director | May 5, 2026 | Buy | +6,533 | $29.99 | $195.92K | 6,533 |
| George J. Guarini President and CEO, Director | Mar 4, 2026 | Gift | −8,693 | – | – | 27,478 |
| Felix Antonio Miranda Jr Chief Lending Officer | Jan 6, 2026 | Award | +1,629 | – | – | 2,038 |
| Janet Lee King Senior EVP and COO, Director | Jan 2, 2026 | Award | +3,733 | – | – | 83,752 |
| Keary L. Colwell Senior EVP, CFO and Secretary, Director | Jan 2, 2026 | Award | +3,733 | – | – | 85,752 |
| George J. Guarini President and CEO, Director | Jan 2, 2026 | Award | −6,470 | – | – | 36,171 |
| Mary Therese Curley EVP and Labor Services Div. | Jan 2, 2026 | Award | +1,739 | – | – | 13,688 |
| Izabella L. Zhu EVP and Chief Risk Officer | Jan 2, 2026 | Award | +1,353 | – | – | 10,500 |
| George J. Guarini President and CEO, Director | Jul 21, 2025 | Gift | −17,058 | – | – | 29,701 |
| Felix Antonio Miranda Jr Chief Lending Officer | Jul 1, 2025 | Award | +346 | – | – | 346 |
| Bhupen B. Amin Director | Jul 1, 2025 | Award | +1,419 | – | – | 2,746 |
| Harpreet S. Chaudhary Director | Jul 1, 2025 | Award | +1,419 | – | – | 45,919 |
| Felix Antonio Miranda Jr Chief Lending Officer | Jul 1, 2025 | Award | +346 | – | – | 346 |
| Lloyd W. Kendall Jr. Director | Jul 1, 2025 | Award | +1,419 | – | – | 82,895 |
| Dennis Henry Guida Jr Director | Jul 1, 2025 | Award | +1,419 | – | – | 2,746 |
| Syvia L. Magid Director | Jul 1, 2025 | Award | +1,419 | – | – | 9,309 |
| George J. Guarini President and CEO, Director | Mar 3, 2025 | Sale | −27,000 | $27.50 | $742.50K | 46,759 |
| George J. Guarini President and CEO, Director | Jan 2, 2025 | Award | +6,910 | – | – | 73,759 |
| Keary L. Colwell Senior EVP, CFO and Secretary, Director | Jan 2, 2025 | Award | +3,986 | – | – | 81,989 |
| Izabella L. Zhu EVP and Chief Risk Officer | Jan 2, 2025 | Award | +1,331 | – | – | 9,147 |
| Janet Lee King Senior EVP and COO, Director | Jan 2, 2025 | Award | +3,986 | – | – | 79,989 |
| Robert G. Laverne Director | Jul 1, 2024 | Award | +1,419 | – | – | 89,446 |
| Lloyd W. Kendall Jr. Director | Jul 1, 2024 | Award | +1,327 | – | – | 81,476 |
| Syvia L. Magid Director | Jul 1, 2024 | Award | +1,327 | – | – | 7,890 |
| Robert G. Laverne Director | Jul 1, 2024 | Award | +1,327 | – | – | 88,027 |
| Harpreet S. Chaudhary Director | Jul 1, 2024 | Award | +1,327 | – | – | 44,500 |
| James S. Camp Director | Jul 1, 2024 | Award | +1,327 | – | – | 15,137 |
| Mary Therese Curley EVP and Labor Services Div. | Jan 2, 2024 | Award | +1,858 | – | – | 11,949 |
| Mary Therese Curley EVP and Labor Services Div. | Jan 1, 2024 | Award | +2,089 | – | – | 10,091 |
| Izabella L. Zhu EVP and Chief Risk Officer | Jan 1, 2024 | Award | +1,497 | – | – | 7,816 |
| Janet Lee King Senior EVP and COO, Director | Jan 1, 2024 | Award | +4,483 | – | – | 76,003 |
| Keary L. Colwell Senior EVP, CFO and Secretary, Director | Jan 1, 2024 | Award | +4,483 | – | – | 78,003 |
| George J. Guarini President and CEO, Director | Jan 1, 2024 | Award | +7,770 | – | – | 66,849 |
| Rick Pak EVP and Chief Lending Officer | Jan 1, 2024 | Award | +2,089 | – | – | 9,989 |
| James S. Camp Director | Aug 14, 2023 | Gift | +3,837 | – | – | 10,320 |
| James S. Camp Director | Aug 14, 2023 | Gift | −3,837 | – | – | 13,810 |
| Robert G. Laverne Director | Jul 3, 2023 | Award | +1,619 | – | – | 86,700 |
| Harpreet S. Chaudhary Director | Jul 3, 2023 | Award | +1,619 | – | – | 45,606 |
| Syvia L. Magid Director | Jul 3, 2023 | Award | +1,619 | – | – | 6,563 |
| James S. Camp Director | Jul 3, 2023 | Award | +1,619 | – | – | 17,647 |
| Jon Rocco Davis Director | Jul 3, 2023 | Award | +505 | – | – | 5,704 |
| Lloyd W. Kendall Jr. Director | Jul 3, 2023 | Award | +1,619 | – | – | 80,149 |
| George J. Guarini President and CEO, Director | Mar 13, 2023 | Buy | +1,050 | $17.40 | $18.27K | 27,877 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of BayCom's stock actually held short. Settlement fails (shares not delivered on time) peaked at 291 shares on Sep 21, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| George J. Guarini Officer, Director | Jul 29, 2026 | 27,478 | $844.40K | Jul 29, 2026 | Open Market Purchase |
| George J. Guarini Officer | Aug 4, 2025 | 27,877 | $758.53K | Aug 4, 2025 | open market purchase |
| George J. Guarini Officer, Director | Feb 26, 2025 | 27,000 | $745.47K | Feb 26, 2025 | Equity Grants |
| James S. Camp Director | Dec 2, 2024 | 2,000 | $57.86K | Dec 2, 2024 | Restricted Stock Award |
| James S. Camp Director | Nov 27, 2024 | 20,000 | $590.00K | Nov 27, 2024 | Open Market Purchase |
| James S. Camp Director | Nov 27, 2024 | 2,000 | $59.00K | Nov 27, 2024 | Restricted Stock Award |
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