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Avion Wealth’s Bank of Marin Bancorp BMRC Stock Holding History

Avion Wealth’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 		– Sell
-24
Closed – – 1432
2026
Q2 		$0 Hold
24
– – ﹤0.01% 1449
2026
Q1 		$0 Hold
24
– – ﹤0.01% 1260
2025
Q4 		$0 Hold
24
– – ﹤0.01% 1254
2025
Q3 		$0 Hold
24
– – ﹤0.01% 1225
2025
Q2 		$0 Hold
24
– – ﹤0.01% 1192
2025
Q1 		$0 Buy
+24
New +$570 ﹤0.01% 1036
2024
Q4 		– Sell
-24
Closed – – 1020
2024
Q3 		$0 Buy
+24
New +$472 ﹤0.01% 1018

Other funds holding BMRC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Avion Wealth's BMRC Position: Q3 2026 in Review

Avion Wealth sold out of Bank of Marin Bancorp (BMRC) in Q3 2026, closing a stake of 24 shares.

Avion Wealth first reported a position in BMRC in Q3 2024 and held it in 7 quarters. The position peaked at $0 in Q2 2026. 73 funds tracked by Wall St. Rank hold BMRC as of Q3 2026.

  • Avion Wealth reported no remaining Bank of Marin Bancorp position as of Q3 2026 after selling out during the quarter.
  • Avion Wealth sold 24 Bank of Marin Bancorp shares in Q3 2026.
  • Avion Wealth first reported a position in Bank of Marin Bancorp in Q3 2024 and held it in 7 quarters.
  • Avion Wealth's Bank of Marin Bancorp position peaked at $0 in Q2 2026.
  • 73 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.