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Essential Partners’s Bank of Marin Bancorp BMRC Stock Holding History

Essential Partners’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 		$5.01K Sell
181
-89
-33% -$2.32K ﹤0.01% 1546
2026
Q1 		$6.92K Sell
270
-214
-44% -$5.55K ﹤0.01% 1423
2025
Q4 		$12.6K Buy
484
+40
+9% +$1.03K ﹤0.01% 1083
2025
Q3 		$10.8K Buy
444
+359
+422% +$8.68K ﹤0.01% 1128
2025
Q2 		$1.94K Buy
+85
New +$1.81K ﹤0.01% 1327

Other funds holding BMRC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AllianceBernstein
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Essential Partners's BMRC Position: Q2 2026 in Review

Essential Partners reduced its Bank of Marin Bancorp (BMRC) stake by 33% in Q2 2026, selling an estimated $2.32K and leaving 181 shares worth $5.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1546.

Essential Partners first reported a position in BMRC in Q2 2025 and has held it in 5 quarters since. The position peaked at $12.6K in Q4 2025. 143 funds tracked by Wall St. Rank hold BMRC as of Q2 2026.

  • Essential Partners held 181 shares of Bank of Marin Bancorp worth $5.01K as of Q2 2026.
  • Essential Partners sold 89 Bank of Marin Bancorp shares in Q2 2026, an estimated $2.32K.
  • Bank of Marin Bancorp made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1546 holding.
  • Essential Partners first reported a position in Bank of Marin Bancorp in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Bank of Marin Bancorp position peaked at $12.6K in Q4 2025.
  • 143 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.