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

Ameritas Advisory Services’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
2025 Q4	–	Sell	-3,001	Closed	-$72.9K	–	1060
2025 Q3	$72.9K	Hold	3,001	–	–	﹤0.01%	949
2025 Q2	$68.5K	Buy	+3,001	New	+$63.9K	﹤0.01%	1159
2023 Q2	–	Sell	-5,158	Closed	-$113K	–	774
2023 Q1	$113K	Buy	+5,158	New	+$149K	0.01%	957

Other funds holding BMRC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

HAM

HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameritas Advisory Services's BMRC Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Bank of Marin Bancorp (BMRC) in Q4 2025, closing a stake of 3,001 shares — an estimated $72.9K sold.

Ameritas Advisory Services first reported a position in BMRC in Q1 2023 and held it in 3 quarters. The position peaked at $113K in Q1 2023. 133 funds tracked by Wall St. Rank hold BMRC as of Q4 2025.

Ameritas Advisory Services reported no remaining Bank of Marin Bancorp position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 3,001 Bank of Marin Bancorp shares in Q4 2025, an estimated $72.9K.
Ameritas Advisory Services first reported a position in Bank of Marin Bancorp in Q1 2023 and held it in 3 quarters.
Ameritas Advisory Services's Bank of Marin Bancorp position peaked at $113K in Q1 2023.
133 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.