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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.56B AUM 45.42% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Avion Wealth's BMRC Position: Q2 2026 in Review

Avion Wealth held its Bank of Marin Bancorp (BMRC) position steady in Q2 2026 at 24 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1449.

Avion Wealth first reported a position in BMRC in Q3 2024 and has held it in 7 quarters since. 143 funds tracked by Wall St. Rank hold BMRC as of Q2 2026.

  • Avion Wealth held 24 shares of Bank of Marin Bancorp worth $0 as of Q2 2026.
  • Avion Wealth left its Bank of Marin Bancorp share count unchanged in Q2 2026.
  • Bank of Marin Bancorp made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1449 holding.
  • Avion Wealth first reported a position in Bank of Marin Bancorp in Q3 2024 and has held it in 7 quarters since.
  • 143 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.