Cerity Partners
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Cerity Partners’s Bank of Marin Bancorp BMRC Stock Holding History

Cerity Partners’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 		$639K Buy
23,054
+615
+3% +$16K ﹤0.01% 2285
2026
Q1 		$575K Buy
22,439
+16
+0.1% +$415 ﹤0.01% 2198
2025
Q4 		$583K Sell
22,423
-576
-3% -$14.8K ﹤0.01% 2006
2025
Q3 		$558K Buy
22,999
+2,287
+11% +$55.3K ﹤0.01% 1901
2025
Q2 		$473K Buy
20,712
+145
+0.7% +$3.09K ﹤0.01% 1895
2025
Q1 		$454K Sell
20,567
-143
-0.7% -$3.39K ﹤0.01% 1814
2024
Q4 		$489K Buy
20,710
+177
+0.9% +$4.18K ﹤0.01% 1776
2024
Q3 		$413K Buy
20,533
+616
+3% +$12.1K ﹤0.01% 1881
2024
Q2 		$322K Buy
19,917
+4
+0% +$62 ﹤0.01% 1775
2024
Q1 		$334K Buy
19,913
+393
+2% +$7.19K ﹤0.01% 1805
2023
Q4 		$430K Buy
+19,520
New +$374K ﹤0.01% 1338
2023
Q3 		– Sell
-19,520
Closed -$345K – 1424
2023
Q2 		$345K Buy
19,520
+27
+0.1% +$490 ﹤0.01% 1334
2023
Q1 		$427K Hold
19,493
– – ﹤0.01% 1364
2022
Q4 		$641K Buy
+19,493
New +$656K ﹤0.01% 837
2022
Q3 		– Sell
-15,479
Closed -$492K – 1182
2022
Q2 		$492K Hold
15,479
– – 0.01% 747
2022
Q1 		$543K Buy
+15,479
New +$565K 0.01% 573

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

Cerity Partners's BMRC Position: Q2 2026 in Review

Cerity Partners increased its Bank of Marin Bancorp (BMRC) stake by 2.7% in Q2 2026, buying an estimated $16K and bringing the position to 23,054 shares worth $639K. The position accounts for ﹤0.01% of the portfolio, ranked #2285.

Cerity Partners first reported a position in BMRC in Q1 2022 and has held it in 16 quarters since. The position peaked at $641K in Q4 2022. 143 funds tracked by Wall St. Rank hold BMRC as of Q2 2026.

  • Cerity Partners held 23,054 shares of Bank of Marin Bancorp worth $639K as of Q2 2026.
  • Cerity Partners bought 615 Bank of Marin Bancorp shares in Q2 2026, an estimated $16K.
  • Bank of Marin Bancorp made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2285 holding.
  • Cerity Partners first reported a position in Bank of Marin Bancorp in Q1 2022 and has held it in 16 quarters since.
  • Cerity Partners's Bank of Marin Bancorp position peaked at $641K in Q4 2022.
  • 143 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.