Empowered Funds’s Bank of Marin Bancorp BMRC Stock Holding History

Empowered Funds’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	$281K	Buy	+10,977	New	+$285K	﹤0.01%	1848
2025 Q4	–	Sell	-31,494	Closed	-$765K	–	1111
2025 Q3	$765K	Buy	31,494 +3,398	+12%	+$82.2K	0.01%	1255
2025 Q2	$642K	Buy	28,096 +2,321	+9%	+$49.4K	0.01%	1231
2025 Q1	$569K	Buy	25,775 +1,981	+8%	+$47K	0.01%	1174
2024 Q4	$566K	Buy	23,794 +1,150	+5%	+$27.1K	0.01%	1136
2024 Q3	$455K	Buy	22,644 +1,072	+5%	+$21.1K	0.01%	1119
2024 Q2	$349K	Buy	21,572 +1,440	+7%	+$22.1K	0.01%	1160
2024 Q1	$338K	Buy	20,132 +10,764	+115%	+$197K	0.01%	1181
2023 Q4	$206K	Buy	+9,368	New	+$180K	0.01%	1207

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

Empowered Funds's BMRC Position: Q1 2026 in Review

Empowered Funds opened a new position in Bank of Marin Bancorp (BMRC) in Q1 2026: 10,977 shares worth $281K. The stake represents ﹤0.01% of the portfolio and ranks #1848 among its holdings. This is a return to the name: Empowered Funds previously reported a position in BMRC as recently as Q3 2025.

Empowered Funds first reported a position in BMRC in Q4 2023 and has held it in 9 quarters since. The position peaked at $765K in Q3 2025. 140 funds tracked by Wall St. Rank hold BMRC as of Q1 2026.

Empowered Funds held 10,977 shares of Bank of Marin Bancorp worth $281K as of Q1 2026.
Bank of Marin Bancorp was a new Empowered Funds position in Q1 2026.
Bank of Marin Bancorp made up ﹤0.01% of Empowered Funds's portfolio in Q1 2026, its #1848 holding.
Empowered Funds first reported a position in Bank of Marin Bancorp in Q4 2023 and has held it in 9 quarters since.
Empowered Funds's Bank of Marin Bancorp position peaked at $765K in Q3 2025.
140 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.