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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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. 143 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.
143 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.