EverSource Wealth Advisors’s Bank of Marin Bancorp BMRC Stock Holding History

EverSource Wealth Advisors’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	$13K	Sell	471 -90	-16%	-$2.35K	﹤0.01%	2744
2026 Q1	$14.4K	Sell	561 -45	-7%	-$1.17K	﹤0.01%	2715
2025 Q4	$15.8K	Buy	606 +52	+9%	+$1.34K	﹤0.01%	2546
2025 Q3	$13.5K	Buy	554 +23	+4%	+$556	﹤0.01%	2647
2025 Q2	$12.1K	Buy	531 +244	+85%	+$5.19K	﹤0.01%	2676
2025 Q1	$6.33K	Buy	287 +1	+0.3%	+$24	﹤0.01%	2380
2024 Q4	$6.8K	Hold	286	–	–	﹤0.01%	2193
2024 Q3	$5.75K	Hold	286	–	–	﹤0.01%	2174
2024 Q2	$5.81K	Buy	286 +101	+55%	+$1.55K	﹤0.01%	2166
2024 Q1	$2.66K	Buy	185 +155	+517%	+$2.83K	﹤0.01%	2299
2023 Q4	$661	Sell	30 -109	-78%	-$2.09K	﹤0.01%	2470
2023 Q3	$2.54K	Buy	+139	New	+$2.69K	﹤0.01%	1944

Other funds holding BMRC

Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

PWP

Private Wealth Partners Mill Valley, California $1.4B AUM 36.82% 1-Year Est. Return

SIM

SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return

FCH

Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return

CSC

Caldwell Sutter Capital Sausalito, California $265M AUM 30.15% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

EverSource Wealth Advisors's BMRC Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Bank of Marin Bancorp (BMRC) stake by 16% in Q2 2026, selling an estimated $2.35K and leaving 471 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #2744.

EverSource Wealth Advisors first reported a position in BMRC in Q3 2023 and has held it in 12 quarters since. The position peaked at $15.8K in Q4 2025. 41 funds tracked by Wall St. Rank hold BMRC as of Q2 2026.

EverSource Wealth Advisors held 471 shares of Bank of Marin Bancorp worth $13K as of Q2 2026.
EverSource Wealth Advisors sold 90 Bank of Marin Bancorp shares in Q2 2026, an estimated $2.35K.
Bank of Marin Bancorp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2744 holding.
EverSource Wealth Advisors first reported a position in Bank of Marin Bancorp in Q3 2023 and has held it in 12 quarters since.
EverSource Wealth Advisors's Bank of Marin Bancorp position peaked at $15.8K in Q4 2025.
41 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.