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Covestor’s Bank of Marin Bancorp BMRC Stock Holding History

Covestor’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
-10
Closed – – 2222
2025
Q1 		$0 Sell
10
-5
-33% -$119 ﹤0.01% 2235
2024
Q4 		$0 Buy
15
+7
+88% +$165 ﹤0.01% 2248
2024
Q3 		$0 Sell
8
-50
-86% -$982 ﹤0.01% 2233
2024
Q2 		$1K Buy
58
+52
+867% +$800 ﹤0.01% 1937
2024
Q1 		$0 Sell
6
-66
-92% -$1.21K ﹤0.01% 2247
2023
Q4 		$2K Sell
72
-26
-27% -$499 ﹤0.01% 1826
2023
Q3 		$2K Buy
98
+23
+31% +$444 ﹤0.01% 1789
2023
Q2 		$1K Buy
75
+58
+341% +$1.05K ﹤0.01% 1907
2023
Q1 		$0 Buy
17
+2
+13% +$58 ﹤0.01% 2034
2022
Q4 		$1K Buy
+15
New +$505 ﹤0.01% 1838
2022
Q3 		– Sell
-5
Closed – – 2008
2022
Q2 		$0 Hold
5
– – ﹤0.01% 1924
2022
Q1 		$0 Sell
5
-1
-17% -$36 ﹤0.01% 2116
2021
Q4 		$0 Buy
+6
New +$224 ﹤0.01% 2120

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

Covestor's BMRC Position: Q2 2025 in Review

Covestor sold out of Bank of Marin Bancorp (BMRC) in Q2 2025, closing a stake of 10 shares.

Covestor first reported a position in BMRC in Q4 2021 and held it in 13 quarters. The position peaked at $2K in Q4 2023. 119 funds tracked by Wall St. Rank hold BMRC as of Q2 2025.

  • Covestor reported no remaining Bank of Marin Bancorp position as of Q2 2025 after selling out during the quarter.
  • Covestor sold 10 Bank of Marin Bancorp shares in Q2 2025.
  • Covestor first reported a position in Bank of Marin Bancorp in Q4 2021 and held it in 13 quarters.
  • Covestor's Bank of Marin Bancorp position peaked at $2K in Q4 2023.
  • 119 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q2 2025.

Based on Covestor's 13F filing for Q2 2025, filed 11 Aug 2025.