Charles Schwab’s Bank of Marin Bancorp BMRC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.81M | Buy |
137,428
+12,043
| +10% | +$314K | ﹤0.01% | 2578 |
|
|
2026
Q1 | $3.21M | Sell |
125,385
-3,628
| -3% | -$94.1K | ﹤0.01% | 2578 |
|
|
2025
Q4 | $3.36M | Sell |
129,013
-95
| -0.1% | -$2.44K | ﹤0.01% | 2599 |
|
|
2025
Q3 | $3.13M | Buy |
129,108
+9,243
| +8% | +$223K | ﹤0.01% | 2628 |
|
|
2025
Q2 | $2.74M | Sell |
119,865
-1,856
| -2% | -$39.5K | ﹤0.01% | 2575 |
|
|
2025
Q1 | $2.69M | Buy |
121,721
+954
| +0.8% | +$22.6K | ﹤0.01% | 2520 |
|
|
2024
Q4 | $2.87M | Sell |
120,767
-1,219
| -1% | -$28.8K | ﹤0.01% | 2562 |
|
|
2024
Q3 | $2.45M | Buy |
121,986
+2,842
| +2% | +$55.8K | ﹤0.01% | 2648 |
|
|
2024
Q2 | $1.93M | Buy |
119,144
+2,157
| +2% | +$33.2K | ﹤0.01% | 2710 |
|
|
2024
Q1 | $1.96M | Buy |
116,987
+2,115
| +2% | +$38.7K | ﹤0.01% | 2597 |
|
|
2023
Q4 | $2.53M | Sell |
114,872
-3,038
| -3% | -$58.3K | ﹤0.01% | 2544 |
|
|
2023
Q3 | $2.16M | Buy |
117,910
+6,911
| +6% | +$134K | ﹤0.01% | 2572 |
|
|
2023
Q2 | $1.96M | Buy |
110,999
+783
| +0.7% | +$14.2K | ﹤0.01% | 2554 |
|
|
2023
Q1 | $2.41M | Buy |
110,216
+2,164
| +2% | +$62.5K | ﹤0.01% | 2472 |
|
|
2022
Q4 | $3.55M | Buy |
108,052
+1,065
| +1% | +$35.8K | ﹤0.01% | 2380 |
|
|
2022
Q3 | $3.21M | Sell |
106,987
-6,108
| -5% | -$194K | ﹤0.01% | 2436 |
|
|
2022
Q2 | $3.6M | Sell |
113,095
-2,066
| -2% | -$66.8K | ﹤0.01% | 2336 |
|
|
2022
Q1 | $4.04M | Buy |
115,161
+2,750
| +2% | +$100K | ﹤0.01% | 2380 |
|
|
2021
Q4 | $4.19M | Sell |
112,411
-2,697
| -2% | -$101K | ﹤0.01% | 2439 |
|
|
2021
Q3 | $4.35M | Buy |
115,108
+32,060
| +39% | +$1.12M | ﹤0.01% | 2441 |
|
|
2021
Q2 | $2.65M | Sell |
83,048
-11,186
| -12% | -$391K | ﹤0.01% | 2619 |
|
|
2021
Q1 | $3.69M | Sell |
94,234
-7,075
| -7% | -$273K | ﹤0.01% | 2440 |
|
|
2020
Q4 | $3.48M | Sell |
101,309
-35
| -0% | -$1.19K | ﹤0.01% | 2390 |
|
|
2020
Q3 | $2.94M | Sell |
101,344
-782
| -0.8% | -$24.6K | ﹤0.01% | 2341 |
|
|
2020
Q2 | $3.4M | Buy |
102,126
+24,771
| +32% | +$784K | ﹤0.01% | 2207 |
|
|
2020
Q1 | $2.32M | Buy |
77,355
+1,353
| +2% | +$53.3K | ﹤0.01% | 2214 |
|
|
2019
Q4 | $3.42M | Buy |
76,002
+1,101
| +1% | +$48.7K | ﹤0.01% | 2216 |
|
|
2019
Q3 | $3.11M | Buy |
74,901
+33,062
| +79% | +$1.39M | ﹤0.01% | 2211 |
|
|
2019
Q2 | $1.72M | Buy |
41,839
+5,300
| +15% | +$223K | ﹤0.01% | 2420 |
|
|
2019
Q1 | $1.49M | Buy |
36,539
+6,565
| +22% | +$279K | ﹤0.01% | 2447 |
|
|
2018
Q4 | $1.24M | Buy |
29,974
+232
| +0.8% | +$9.49K | ﹤0.01% | 2476 |
|
|
2018
Q3 | $1.25M | Buy |
29,742
+1,600
| +6% | +$69K | ﹤0.01% | 2552 |
|
|
2018
Q2 | $1.14M | Hold |
28,142
| – | – | ﹤0.01% | 2552 |
|
|
2018
Q1 | $971K | Buy |
28,142
+3,000
| +12% | +$104K | ﹤0.01% | 2524 |
|
|
2017
Q4 | $855K | Buy |
25,142
+5,942
| +31% | +$205K | ﹤0.01% | 2559 |
|
|
2017
Q3 | $658K | Sell |
19,200
-5,000
| -21% | -$162K | ﹤0.01% | 2642 |
|
|
2017
Q2 | $745K | Buy |
24,200
+6,000
| +33% | +$190K | ﹤0.01% | 2559 |
|
|
2017
Q1 | $586K | Hold |
18,200
| – | – | ﹤0.01% | 2591 |
|
|
2016
Q4 | $635K | Hold |
18,200
| – | – | ﹤0.01% | 2576 |
|
|
2016
Q3 | $453K | Hold |
18,200
| – | – | ﹤0.01% | 2640 |
|
|
2016
Q2 | $441K | Hold |
18,200
| – | – | ﹤0.01% | 2631 |
|
|
2016
Q1 | $448K | Hold |
18,200
| – | – | ﹤0.01% | 2619 |
|
|
2015
Q4 | $486K | Hold |
18,200
| – | – | ﹤0.01% | 2655 |
|
|
2015
Q3 | $437K | Hold |
18,200
| – | – | ﹤0.01% | 2675 |
|
|
2015
Q2 | $463K | Hold |
18,200
| – | – | ﹤0.01% | 2695 |
|
|
2015
Q1 | $464K | Hold |
18,200
| – | – | ﹤0.01% | 2652 |
|
|
2014
Q4 | $479K | Hold |
18,200
| – | – | ﹤0.01% | 2637 |
|
|
2014
Q3 | $418K | Hold |
18,200
| – | – | ﹤0.01% | 2651 |
|
|
2014
Q2 | $415K | Hold |
18,200
| – | – | ﹤0.01% | 2709 |
|
|
2014
Q1 | $410K | Hold |
18,200
| – | – | ﹤0.01% | 2676 |
|
|
2013
Q4 | $395K | Buy |
18,200
+4,000
| +28% | +$86.4K | ﹤0.01% | 2673 |
|
|
2013
Q3 | $297K | Hold |
14,200
| – | – | ﹤0.01% | 2753 |
|
|
2013
Q2 | $288K | Buy |
+14,200
| New | +$279K | ﹤0.01% | 2746 |
|
Other funds holding BMRC
HAM
Charles Schwab's BMRC Position: Q2 2026 in Review
Charles Schwab increased its Bank of Marin Bancorp (BMRC) stake by 9.6% in Q2 2026, buying an estimated $314K and bringing the position to 137,428 shares worth $3.81M. The position accounts for ﹤0.01% of the portfolio, ranked #2578.
Charles Schwab first reported a position in BMRC in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.35M in Q3 2021. 142 funds tracked by Wall St. Rank hold BMRC as of Q2 2026.
- Charles Schwab held 137,428 shares of Bank of Marin Bancorp worth $3.81M as of Q2 2026.
- Charles Schwab bought 12,043 Bank of Marin Bancorp shares in Q2 2026, an estimated $314K.
- Bank of Marin Bancorp made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2578 holding.
- Charles Schwab first reported a position in Bank of Marin Bancorp in Q2 2013 and has held it in 53 quarters since.
- Charles Schwab's Bank of Marin Bancorp position peaked at $4.35M in Q3 2021.
- 142 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q2 2026.
Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.