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Coldstream Capital Management’s Bank of Marin Bancorp BMRC Stock Holding History

Coldstream Capital Management’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
Q2 		– Sell
-439
Closed -$9.69K – 1415
2025
Q1 		$9.69K Buy
+439
New +$10.4K ﹤0.01% 2390

Other funds holding BMRC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Coldstream Capital Management's BMRC Position: Q2 2025 in Review

Coldstream Capital Management sold out of Bank of Marin Bancorp (BMRC) in Q2 2025, closing a stake of 439 shares — an estimated $9.69K sold.

Coldstream Capital Management first reported a position in BMRC in Q1 2025 and held it in 1 quarter. The position peaked at $9.69K in Q1 2025. 119 funds tracked by Wall St. Rank hold BMRC as of Q2 2025.

  • Coldstream Capital Management reported no remaining Bank of Marin Bancorp position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 439 Bank of Marin Bancorp shares in Q2 2025, an estimated $9.69K.
  • Coldstream Capital Management first reported a position in Bank of Marin Bancorp in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Bank of Marin Bancorp position peaked at $9.69K in Q1 2025.
  • 119 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.