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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
Q2 		$341K Hold
12,000
– – ﹤0.01% 562
2026
Q1 		$317K Buy
+12,000
New +$311K ﹤0.01% 538

Other funds holding BMRC

WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Apella Capital's BMRC Position: Q2 2026 in Review

Apella Capital held its Bank of Marin Bancorp (BMRC) position steady in Q2 2026 at 12,000 shares worth $341K. The position accounts for ﹤0.01% of the portfolio, ranked #562.

Apella Capital first reported a position in BMRC in Q1 2026 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold BMRC as of Q2 2026.

  • Apella Capital held 12,000 shares of Bank of Marin Bancorp worth $341K as of Q2 2026.
  • Apella Capital left its Bank of Marin Bancorp share count unchanged in Q2 2026.
  • Bank of Marin Bancorp made up ﹤0.01% of Apella Capital's portfolio in Q2 2026, its #562 holding.
  • Apella Capital first reported a position in Bank of Marin Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 9 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.