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 Q3	$5.5K	Buy	203 +22	+12%	+$617	﹤0.01%	1463
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

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

PWMG

Private Wealth Management Group Princeton, New Jersey $445M AUM 13.54% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners's BMRC Position: Q3 2026 in Review

Essential Partners increased its Bank of Marin Bancorp (BMRC) stake by 12% in Q3 2026, buying an estimated $617 and bringing the position to 203 shares worth $5.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1463.

Essential Partners first reported a position in BMRC in Q2 2025 and has held it in 6 quarters since. The position peaked at $12.6K in Q4 2025. 18 funds tracked by Wall St. Rank hold BMRC as of Q3 2026.

Essential Partners held 203 shares of Bank of Marin Bancorp worth $5.5K as of Q3 2026.
Essential Partners bought 22 Bank of Marin Bancorp shares in Q3 2026, an estimated $617.
Bank of Marin Bancorp made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1463 holding.
Essential Partners first reported a position in Bank of Marin Bancorp in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Bank of Marin Bancorp position peaked at $12.6K in Q4 2025.
18 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.