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Clearstead Advisors’s Bank of Marin Bancorp BMRC Stock Holding History

Clearstead 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
2025
Q4 		– Sell
-7
Closed -$170 – 2805
2025
Q3 		$170 Buy
7
+6
+600% +$145 ﹤0.01% 2881
2025
Q2 		$23 Buy
+1
New +$21 ﹤0.01% 2703

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Clearstead Advisors's BMRC Position: Q4 2025 in Review

Clearstead Advisors sold out of Bank of Marin Bancorp (BMRC) in Q4 2025, closing a stake of 7 shares — an estimated $170 sold.

Clearstead Advisors first reported a position in BMRC in Q2 2025 and held it in 2 quarters. The position peaked at $170 in Q3 2025. 133 funds tracked by Wall St. Rank hold BMRC as of Q4 2025.

  • Clearstead Advisors reported no remaining Bank of Marin Bancorp position as of Q4 2025 after selling out during the quarter.
  • Clearstead Advisors sold 7 Bank of Marin Bancorp shares in Q4 2025, an estimated $170.
  • Clearstead Advisors first reported a position in Bank of Marin Bancorp in Q2 2025 and held it in 2 quarters.
  • Clearstead Advisors's Bank of Marin Bancorp position peaked at $170 in Q3 2025.
  • 133 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q4 2025.

Based on Clearstead Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.