Advisory Services Network’s Bank of Marin Bancorp BMRC Stock Holding History

Advisory Services Network’s Portfolio BMRC Stock Details BMRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-656	Closed	-$16.8K	–	2465
2026 Q1	$16.8K	Buy	+656	New	+$17K	﹤0.01%	3293
2025 Q4	–	Sell	-504	Closed	-$12.2K	–	2101
2025 Q3	$12.2K	Buy	+504	New	+$12.2K	﹤0.01%	3192
2023 Q1	–	Sell	-458	Closed	-$15.1K	–	4015
2022 Q4	$15.1K	Buy	+458	New	+$15.4K	﹤0.01%	2652
2021 Q3	–	Sell	-458	Closed	-$15K	–	1617
2021 Q2	$15K	Buy	+458	New	+$16K	﹤0.01%	2617
2021 Q1	–	Sell	-458	Closed	-$16K	–	1477
2020 Q4	$16K	Hold	458	–	–	﹤0.01%	2215
2020 Q3	$13K	Buy	+458	New	+$14.4K	﹤0.01%	2272
2020 Q2	–	Sell	-606	Closed	-$18K	–	1233
2020 Q1	$18K	Hold	606	–	–	﹤0.01%	1910
2019 Q4	$27K	Hold	606	–	–	﹤0.01%	1850
2019 Q3	$25K	Hold	606	–	–	﹤0.01%	1694
2019 Q2	$25K	Hold	606	–	–	﹤0.01%	1692
2019 Q1	$25K	Hold	606	–	–	﹤0.01%	1512
2018 Q4	$25K	Sell	606 -152	-20%	-$6.21K	﹤0.01%	1396
2018 Q3	$32K	Hold	758	–	–	﹤0.01%	1388
2018 Q2	$34K	Sell	758 -24	-3%	-$918	﹤0.01%	1344
2018 Q1	$27K	Buy	782 +572	+272%	+$19.8K	﹤0.01%	1529
2017 Q4	$7K	Buy	+210	New	+$7.25K	﹤0.01%	1951

Other funds holding BMRC

BlackRock New York $6.73T AUM 46.02% 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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

HAM

HoldCo Asset Management Fort Lauderdale, Florida $1.56B AUM 45.42% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Advisory Services Network's BMRC Position: Q2 2026 in Review

Advisory Services Network sold out of Bank of Marin Bancorp (BMRC) in Q2 2026, closing a stake of 656 shares — an estimated $16.8K sold.

Advisory Services Network first reported a position in BMRC in Q4 2017 and held it in 16 quarters. The position peaked at $34K in Q2 2018. 143 funds tracked by Wall St. Rank hold BMRC as of Q2 2026.

Advisory Services Network reported no remaining Bank of Marin Bancorp position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 656 Bank of Marin Bancorp shares in Q2 2026, an estimated $16.8K.
Advisory Services Network first reported a position in Bank of Marin Bancorp in Q4 2017 and held it in 16 quarters.
Advisory Services Network's Bank of Marin Bancorp position peaked at $34K in Q2 2018.
143 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.