Arax Advisory Partners’s Bank of Marin Bancorp BMRC Stock Holding History

Arax Advisory Partners’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 Q1	$8.77K	Buy	342 +24	+8%	+$623	﹤0.01%	2515
2025 Q4	$8.27K	Sell	318 -8,113	-96%	-$209K	﹤0.01%	2573
2025 Q3	$205K	Buy	8,431 +8,114	+2,560%	+$196K	﹤0.01%	1260
2025 Q2	$7.24K	Buy	317 +267	+534%	+$5.68K	﹤0.01%	2103
2025 Q1	$1.1K	Hold	50	–	–	﹤0.01%	2274
2024 Q4	$1.19K	Hold	50	–	–	﹤0.01%	2133
2024 Q3	$1K	Buy	+50	New	+$982	﹤0.01%	2254

Other funds holding BMRC

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Arax Advisory Partners's BMRC Position: Q1 2026 in Review

Arax Advisory Partners increased its Bank of Marin Bancorp (BMRC) stake by 7.5% in Q1 2026, buying an estimated $623 and bringing the position to 342 shares worth $8.77K. The position accounts for ﹤0.01% of the portfolio, ranked #2515.

Arax Advisory Partners first reported a position in BMRC in Q3 2024 and has held it in 7 quarters since. The position peaked at $205K in Q3 2025. 140 funds tracked by Wall St. Rank hold BMRC as of Q1 2026.

Arax Advisory Partners held 342 shares of Bank of Marin Bancorp worth $8.77K as of Q1 2026.
Arax Advisory Partners bought 24 Bank of Marin Bancorp shares in Q1 2026, an estimated $623.
Bank of Marin Bancorp made up ﹤0.01% of Arax Advisory Partners's portfolio in Q1 2026, its #2515 holding.
Arax Advisory Partners first reported a position in Bank of Marin Bancorp in Q3 2024 and has held it in 7 quarters since.
Arax Advisory Partners's Bank of Marin Bancorp position peaked at $205K in Q3 2025.
140 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.