Fidelity Investments
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Fidelity Investments’s Bank of Marin Bancorp BMRC Stock Holding History

Fidelity Investments’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
Q1 		$99.5K Buy
3,884
+449
+13% +$11.6K ﹤0.01% 3798
2025
Q4 		$89.4K Buy
3,435
+276
+9% +$7.1K ﹤0.01% 3818
2025
Q3 		$76.7K Buy
3,159
+247
+8% +$5.97K ﹤0.01% 3776
2025
Q2 		$66.5K Buy
2,912
+1,108
+61% +$23.6K ﹤0.01% 3768
2025
Q1 		$39.8K Buy
1,804
+221
+14% +$5.25K ﹤0.01% 3956
2024
Q4 		$37.6K Buy
1,583
+31
+2% +$732 ﹤0.01% 3977
2024
Q3 		$31.2K Buy
1,552
+70
+5% +$1.38K ﹤0.01% 3993
2024
Q2 		$24K Buy
1,482
+451
+44% +$6.93K ﹤0.01% 3988
2024
Q1 		$17.3K Buy
1,031
+42
+4% +$768 ﹤0.01% 4068
2023
Q4 		$21.8K Sell
989
-365
-27% -$7K ﹤0.01% 3902
2023
Q3 		$24.8K Buy
1,354
+87
+7% +$1.68K ﹤0.01% 3698
2023
Q2 		$22.4K Buy
1,267
+331
+35% +$6.01K ﹤0.01% 3806
2023
Q1 		$20.5K Buy
936
+686
+274% +$19.8K ﹤0.01% 3830
2022
Q4 		$8.23K Sell
250
-146
-37% -$4.91K ﹤0.01% 4080
2022
Q3 		$12K Buy
396
+305
+335% +$9.7K ﹤0.01% 4006
2022
Q2 		$3K Sell
91
-24
-21% -$776 ﹤0.01% 4432
2022
Q1 		$4K Buy
+115
New +$4.2K ﹤0.01% 4473

Other funds holding BMRC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return