Apella Capital
BMRC icon

Apella Capital’s Bank of Marin Bancorp BMRC Stock Holding History

Apella Capital’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
Q3 		$325K Buy
12,107
+107
+0.9% +$3K ﹤0.01% 608
2026
Q2 		$341K Hold
12,000
– – ﹤0.01% 562
2026
Q1 		$317K Buy
+12,000
New +$311K ﹤0.01% 538

Other funds holding BMRC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
HoldCo Asset Management
HoldCo Asset Management Fort Lauderdale, Florida $1.43B AUM 19.42% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Heartland Advisors
Heartland Advisors Milwaukee, Wisconsin $2.08B AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return

Apella Capital's BMRC Position: Q3 2026 in Review

Apella Capital increased its Bank of Marin Bancorp (BMRC) stake by 0.89% in Q3 2026, buying an estimated $3K and bringing the position to 12,107 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #608.

Apella Capital first reported a position in BMRC in Q1 2026 and has held it in 3 quarters since. The position peaked at $341K in Q2 2026. 114 funds tracked by Wall St. Rank hold BMRC as of Q3 2026.

  • Apella Capital held 12,107 shares of Bank of Marin Bancorp worth $325K as of Q3 2026.
  • Apella Capital bought 107 Bank of Marin Bancorp shares in Q3 2026, an estimated $3K.
  • Bank of Marin Bancorp made up ﹤0.01% of Apella Capital's portfolio in Q3 2026, its #608 holding.
  • Apella Capital first reported a position in Bank of Marin Bancorp in Q1 2026 and has held it in 3 quarters since.
  • Apella Capital's Bank of Marin Bancorp position peaked at $341K in Q2 2026.
  • 114 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.