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Avior Wealth Management’s Bank of Marin Bancorp BMRC Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-279
Closed -$6.63K – 928
2024
Q4 		$6.63K Hold
279
– – ﹤0.01% 1763
2024
Q3 		$5.61K Buy
+279
New +$5.48K ﹤0.01% 1735
2024
Q2 		– Sell
-3
Closed -$50 – 2456
2024
Q1 		$50 Buy
+3
New +$55 ﹤0.01% 3466

Other funds holding BMRC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avior Wealth Management's BMRC Position: Q1 2025 in Review

Avior Wealth Management sold out of Bank of Marin Bancorp (BMRC) in Q1 2025, closing a stake of 279 shares — an estimated $6.63K sold.

Avior Wealth Management first reported a position in BMRC in Q1 2024 and held it in 3 quarters. The position peaked at $6.63K in Q4 2024. 123 funds tracked by Wall St. Rank hold BMRC as of Q1 2025.

  • Avior Wealth Management reported no remaining Bank of Marin Bancorp position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 279 Bank of Marin Bancorp shares in Q1 2025, an estimated $6.63K.
  • Avior Wealth Management first reported a position in Bank of Marin Bancorp in Q1 2024 and held it in 3 quarters.
  • Avior Wealth Management's Bank of Marin Bancorp position peaked at $6.63K in Q4 2024.
  • 123 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.