Creative Planning’s Bank of Marin Bancorp BMRC Stock Holding History

Creative Planning’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 Q2	$1.83M	Buy	66,201 +9,209	+16%	+$240K	﹤0.01%	2162
2026 Q1	$1.46M	Sell	56,992 -5,003	-8%	-$130K	﹤0.01%	2154
2025 Q4	$1.61M	Buy	61,995 +1,862	+3%	+$47.9K	﹤0.01%	1893
2025 Q3	$1.46M	Buy	60,133 +6,770	+13%	+$164K	﹤0.01%	1788
2025 Q2	$1.22M	Buy	53,363 +26,824	+101%	+$571K	﹤0.01%	1700
2025 Q1	$586K	Buy	26,539 +3,674	+16%	+$87.2K	﹤0.01%	2141
2024 Q4	$544K	Buy	22,865 +4,886	+27%	+$115K	﹤0.01%	2147
2024 Q3	$361K	Buy	+17,979	New	+$353K	﹤0.01%	2372
2023 Q4	–	Sell	-632	Closed	-$11.6K	–	2791
2023 Q3	$11.6K	Buy	+632	New	+$12.2K	﹤0.01%	2643
2022 Q2	–	Sell	-632	Closed	-$22K	–	2308
2022 Q1	$22K	Buy	+632	New	+$23.1K	﹤0.01%	2129

Other funds holding BMRC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

HAM

HoldCo Asset Management Fort Lauderdale, Florida $1.56B AUM 45.42% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Creative Planning's BMRC Position: Q2 2026 in Review

Creative Planning increased its Bank of Marin Bancorp (BMRC) stake by 16% in Q2 2026, buying an estimated $240K and bringing the position to 66,201 shares worth $1.83M. The position accounts for ﹤0.01% of the portfolio, ranked #2162.

Creative Planning first reported a position in BMRC in Q1 2022 and has held it in 10 quarters since. 143 funds tracked by Wall St. Rank hold BMRC as of Q2 2026.

Creative Planning held 66,201 shares of Bank of Marin Bancorp worth $1.83M as of Q2 2026.
Creative Planning bought 9,209 Bank of Marin Bancorp shares in Q2 2026, an estimated $240K.
Bank of Marin Bancorp made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2162 holding.
Creative Planning first reported a position in Bank of Marin Bancorp in Q1 2022 and has held it in 10 quarters since.
143 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.