Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Bank of Marin Bancorp BMRC Stock Holding History

Carson Wealth (CWM LLC)’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 		$170K Buy
6,648
+88
+1% +$2.28K ﹤0.01% 2860
2025
Q4 		$171K Buy
6,560
+184
+3% +$4.73K ﹤0.01% 2696
2025
Q3 		$155K Buy
6,376
+2,481
+64% +$60K ﹤0.01% 2639
2025
Q2 		$89K Buy
3,895
+1,142
+41% +$24.3K ﹤0.01% 2820
2025
Q1 		$61K Buy
2,753
+630
+30% +$15K ﹤0.01% 2803
2024
Q4 		$50K Sell
2,123
-2
-0.1% -$47 ﹤0.01% 2796
2024
Q3 		$43K Buy
2,125
+181
+9% +$3.56K ﹤0.01% 2799
2024
Q2 		$31K Buy
1,944
+1,096
+129% +$16.9K ﹤0.01% 2802
2024
Q1 		$14K Buy
848
+3
+0.4% +$55 ﹤0.01% 3123
2023
Q4 		$19K Sell
845
-22
-3% -$422 ﹤0.01% 2792
2023
Q3 		$16K Sell
867
-12
-1% -$232 ﹤0.01% 2822
2023
Q2 		$16K Buy
879
+858
+4,086% +$15.6K ﹤0.01% 2773
2023
Q1 		$0 Buy
+21
New +$607 ﹤0.01% 4056

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BMRC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Bank of Marin Bancorp (BMRC) stake by 1.3% in Q1 2026, buying an estimated $2.28K and bringing the position to 6,648 shares worth $170K. The position accounts for ﹤0.01% of the portfolio, ranked #2860.

Carson Wealth (CWM LLC) first reported a position in BMRC in Q1 2023 and has held it in 13 quarters since. The position peaked at $171K in Q4 2025. 140 funds tracked by Wall St. Rank hold BMRC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6,648 shares of Bank of Marin Bancorp worth $170K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 88 Bank of Marin Bancorp shares in Q1 2026, an estimated $2.28K.
  • Bank of Marin Bancorp made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2860 holding.
  • Carson Wealth (CWM LLC) first reported a position in Bank of Marin Bancorp in Q1 2023 and has held it in 13 quarters since.
  • Carson Wealth (CWM LLC)'s Bank of Marin Bancorp position peaked at $171K in Q4 2025.
  • 140 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.