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 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 $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

HAM

HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Creative Planning's BMRC Position: Q1 2026 in Review

Creative Planning reduced its Bank of Marin Bancorp (BMRC) stake by 8.1% in Q1 2026, selling an estimated $130K and leaving 56,992 shares worth $1.46M. The position accounts for ﹤0.01% of the portfolio, ranked #2154.

Creative Planning first reported a position in BMRC in Q1 2022 and has held it in 9 quarters since. The position peaked at $1.61M in Q4 2025. 140 funds tracked by Wall St. Rank hold BMRC as of Q1 2026.

Creative Planning held 56,992 shares of Bank of Marin Bancorp worth $1.46M as of Q1 2026.
Creative Planning sold 5,003 Bank of Marin Bancorp shares in Q1 2026, an estimated $130K.
Bank of Marin Bancorp made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2154 holding.
Creative Planning first reported a position in Bank of Marin Bancorp in Q1 2022 and has held it in 9 quarters since.
Creative Planning's Bank of Marin Bancorp position peaked at $1.61M in Q4 2025.
140 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.