Cerity Partners
BMRC icon

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
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

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