Beacon Pointe Advisors
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Beacon Pointe Advisors’s Bank of Marin Bancorp BMRC Stock Holding History

Beacon Pointe Advisors’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 		– Sell
-12,051
Closed -$309K – 1938
2026
Q1 		$309K Buy
+12,051
New +$313K ﹤0.01% 1522

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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
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State Street
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Beacon Pointe Advisors's BMRC Position: Q2 2026 in Review

Beacon Pointe Advisors sold out of Bank of Marin Bancorp (BMRC) in Q2 2026, closing a stake of 12,051 shares — an estimated $309K sold.

Beacon Pointe Advisors first reported a position in BMRC in Q1 2026 and held it in 1 quarter. The position peaked at $309K in Q1 2026. 142 funds tracked by Wall St. Rank hold BMRC as of Q2 2026.

  • Beacon Pointe Advisors reported no remaining Bank of Marin Bancorp position as of Q2 2026 after selling out during the quarter.
  • Beacon Pointe Advisors sold 12,051 Bank of Marin Bancorp shares in Q2 2026, an estimated $309K.
  • Beacon Pointe Advisors first reported a position in Bank of Marin Bancorp in Q1 2026 and held it in 1 quarter.
  • Beacon Pointe Advisors's Bank of Marin Bancorp position peaked at $309K in Q1 2026.
  • 142 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.