Farther Finance Advisors’s Bank of Marin Bancorp BMRC Stock Holding History

Farther Finance 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	$2.33K	Buy	84 +17	+25%	+$443	﹤0.01%	5119
2026 Q1	$1.74K	Hold	67	–	–	﹤0.01%	4941
2025 Q4	$1.75K	Buy	67 +36	+116%	+$926	﹤0.01%	4742
2025 Q3	$753	Buy	31 +13	+72%	+$314	﹤0.01%	4444
2025 Q2	$411	Hold	18	–	–	﹤0.01%	4075
2025 Q1	$394	Hold	18	–	–	﹤0.01%	3818
2024 Q4	$428	Hold	18	–	–	﹤0.01%	3467
2024 Q3	$362	Hold	18	–	–	﹤0.01%	3501
2024 Q2	$296	Sell	18 -3	-14%	-$46	﹤0.01%	3399
2024 Q1	$344	Sell	21 -4	-16%	-$73	﹤0.01%	3130
2023 Q4	$551	Buy	25 +10	+67%	+$192	﹤0.01%	2940
2023 Q3	$274	Hold	15	–	–	﹤0.01%	2409
2023 Q2	$265	Buy	+15	New	+$272	﹤0.01%	2314

Other funds holding BMRC

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

SIM

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

FFG

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Farther Finance Advisors's BMRC Position: Q2 2026 in Review

Farther Finance Advisors increased its Bank of Marin Bancorp (BMRC) stake by 25% in Q2 2026, buying an estimated $443 and bringing the position to 84 shares worth $2.33K. The position accounts for ﹤0.01% of the portfolio, ranked #5119.

Farther Finance Advisors first reported a position in BMRC in Q2 2023 and has held it in 13 quarters since. 16 funds tracked by Wall St. Rank hold BMRC as of Q2 2026.

Farther Finance Advisors held 84 shares of Bank of Marin Bancorp worth $2.33K as of Q2 2026.
Farther Finance Advisors bought 17 Bank of Marin Bancorp shares in Q2 2026, an estimated $443.
Bank of Marin Bancorp made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #5119 holding.
Farther Finance Advisors first reported a position in Bank of Marin Bancorp in Q2 2023 and has held it in 13 quarters since.
16 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.