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D.A. Davidson & Co’s Bank of Marin Bancorp BMRC Stock Holding History

D.A. Davidson & Co’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
Q1 		– Sell
-15,969
Closed -$380K – 1418
2024
Q4 		$380K Sell
15,969
-378
-2% -$8.92K ﹤0.01% 1124
2024
Q3 		$328K Sell
16,347
-67
-0.4% -$1.32K ﹤0.01% 1158
2024
Q2 		$266K Buy
16,414
+2,370
+17% +$36.4K ﹤0.01% 1210
2024
Q1 		$236K Buy
+14,044
New +$257K ﹤0.01% 1252
2017
Q1 		– Sell
-6,930
Closed -$241K – 2340
2016
Q4 		$241K Buy
6,930
+452
+7% +$13.5K 0.01% 915
2016
Q3 		$161K Buy
6,478
+466
+8% +$11.5K ﹤0.01% 1033
2016
Q2 		$145K Buy
6,012
+602
+11% +$14.8K ﹤0.01% 960
2016
Q1 		$133K Buy
5,410
+664
+14% +$16.7K ﹤0.01% 1006
2015
Q4 		$126K Hold
4,746
– – ﹤0.01% 1026
2015
Q3 		$113K Sell
4,746
-134
-3% -$3.25K ﹤0.01% 1043
2015
Q2 		$124K Hold
4,880
– – ﹤0.01% 1058
2015
Q1 		$124K Buy
4,880
+118
+2% +$2.98K ﹤0.01% 1041
2014
Q4 		$125K Hold
4,762
– – ﹤0.01% 1035
2014
Q3 		$109K Hold
4,762
– – ﹤0.01% 1078
2014
Q2 		$108K Hold
4,762
– – ﹤0.01% 1103
2014
Q1 		$107K Buy
4,762
+686
+17% +$15.1K ﹤0.01% 1105
2013
Q4 		$88K Buy
4,076
+386
+10% +$8.34K ﹤0.01% 1116
2013
Q3 		$76K Buy
+3,690
New +$77K ﹤0.01% 997

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
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 $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

D.A. Davidson & Co's BMRC Position: Q1 2025 in Review

D.A. Davidson & Co sold out of Bank of Marin Bancorp (BMRC) in Q1 2025, closing a stake of 15,969 shares — an estimated $380K sold.

D.A. Davidson & Co first reported a position in BMRC in Q3 2013 and held it in 18 quarters. The position peaked at $380K in Q4 2024. 123 funds tracked by Wall St. Rank hold BMRC as of Q1 2025.

  • D.A. Davidson & Co reported no remaining Bank of Marin Bancorp position as of Q1 2025 after selling out during the quarter.
  • D.A. Davidson & Co sold 15,969 Bank of Marin Bancorp shares in Q1 2025, an estimated $380K.
  • D.A. Davidson & Co first reported a position in Bank of Marin Bancorp in Q3 2013 and held it in 18 quarters.
  • D.A. Davidson & Co's Bank of Marin Bancorp position peaked at $380K in Q4 2024.
  • 123 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q1 2025.

Based on D.A. Davidson & Co's 13F filing for Q1 2025, filed 28 Apr 2025.