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Allworth Financial’s Bank of Marin Bancorp BMRC Stock Holding History

Allworth Financial’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 		$87.5K Buy
3,158
+55
+2% +$1.44K ﹤0.01% 2043
2026
Q1 		$79.5K Sell
3,103
-43
-1% -$1.11K ﹤0.01% 1999
2025
Q4 		$81.8K Sell
3,146
-1,037
-25% -$26.7K ﹤0.01% 1872
2025
Q3 		$102K Buy
4,183
+142
+4% +$3.43K ﹤0.01% 1682
2025
Q2 		$92.3K Buy
4,041
+171
+4% +$3.64K ﹤0.01% 1592
2025
Q1 		$81.4K Buy
3,870
+18
+0.5% +$427 ﹤0.01% 1332
2024
Q4 		$89.9K Buy
3,852
+16
+0.4% +$378 ﹤0.01% 1317
2024
Q3 		$77.1K Buy
3,836
+85
+2% +$1.67K ﹤0.01% 1202
2024
Q2 		$76.9K Buy
3,751
+16
+0.4% +$246 ﹤0.01% 1179
2024
Q1 		$62.6K Buy
3,735
+15
+0.4% +$274 ﹤0.01% 1211
2023
Q4 		$81.9K Buy
3,720
+13
+0.4% +$249 ﹤0.01% 1018
2023
Q3 		$67.8K Sell
3,707
-3
-0.1% -$58 ﹤0.01% 1014
2023
Q2 		$65.6K Sell
3,710
-110
-3% -$2K ﹤0.01% 1039
2023
Q1 		$83.6K Buy
3,820
+149
+4% +$4.3K ﹤0.01% 911
2022
Q4 		$121K Buy
3,671
+7
+0.2% +$235 ﹤0.01% 763
2022
Q3 		$110K Buy
3,664
+7
+0.2% +$223 ﹤0.01% 741
2022
Q2 		$116K Buy
3,657
+7
+0.2% +$226 ﹤0.01% 680
2022
Q1 		$128K Buy
3,650
+7
+0.2% +$255 ﹤0.01% 662
2021
Q4 		$136K Buy
3,643
+5
+0.1% +$187 ﹤0.01% 615
2021
Q3 		$137K Buy
3,638
+2,707
+291% +$94.4K ﹤0.01% 559
2021
Q2 		$30K Buy
931
+6
+0.6% +$210 ﹤0.01% 743
2021
Q1 		$36K Buy
925
+6
+0.7% +$231 ﹤0.01% 636
2020
Q4 		$32K Buy
919
+6
+0.7% +$204 ﹤0.01% 554
2020
Q3 		$26K Buy
913
+6
+0.7% +$189 ﹤0.01% 526
2020
Q2 		$30K Buy
907
+7
+0.8% +$222 ﹤0.01% 499
2020
Q1 		$27K Hold
900
– – ﹤0.01% 505
2019
Q4 		$41K Hold
900
– – ﹤0.01% 397
2019
Q3 		$37K Hold
900
– – ﹤0.01% 369
2019
Q2 		$37K Hold
900
– – ﹤0.01% 370
2019
Q1 		$37K Buy
+900
New +$38.3K ﹤0.01% 358

Other funds holding BMRC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AllianceBernstein
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Allworth Financial's BMRC Position: Q2 2026 in Review

Allworth Financial increased its Bank of Marin Bancorp (BMRC) stake by 1.8% in Q2 2026, buying an estimated $1.44K and bringing the position to 3,158 shares worth $87.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2043.

Allworth Financial first reported a position in BMRC in Q1 2019 and has held it in 30 quarters since. The position peaked at $137K in Q3 2021. 143 funds tracked by Wall St. Rank hold BMRC as of Q2 2026.

  • Allworth Financial held 3,158 shares of Bank of Marin Bancorp worth $87.5K as of Q2 2026.
  • Allworth Financial bought 55 Bank of Marin Bancorp shares in Q2 2026, an estimated $1.44K.
  • Bank of Marin Bancorp made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2043 holding.
  • Allworth Financial first reported a position in Bank of Marin Bancorp in Q1 2019 and has held it in 30 quarters since.
  • Allworth Financial's Bank of Marin Bancorp position peaked at $137K in Q3 2021.
  • 143 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.