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Fiduciary Financial Group’s Bank of Marin Bancorp BMRC Stock Holding History

Fiduciary Financial Group’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 		$390K Hold
14,069
– – 0.04% 251
2026
Q1 		$361K Hold
14,069
– – 0.05% 239
2025
Q4 		$366K Hold
14,069
– – 0.05% 237
2025
Q3 		$342K Sell
14,069
-1,000
-7% -$24.2K 0.05% 228
2025
Q2 		$362K Sell
15,069
-1,900
-11% -$40.4K 0.07% 189
2025
Q1 		$333K Sell
16,969
-740
-4% -$17.6K 0.07% 168
2024
Q4 		$395K Hold
17,709
– – 0.09% 142
2024
Q3 		$354K Hold
17,709
– – 0.08% 167
2024
Q2 		$375K Buy
+17,709
New +$272K 0.09% 143

Other funds holding BMRC

WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
GI
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
TM
Torren Management San Diego, California $197M AUM
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Fiduciary Financial Group's BMRC Position: Q2 2026 in Review

Fiduciary Financial Group held its Bank of Marin Bancorp (BMRC) position steady in Q2 2026 at 14,069 shares worth $390K. The position accounts for 0.04% of the portfolio, ranked #251.

Fiduciary Financial Group first reported a position in BMRC in Q2 2024 and has held it in 9 quarters since. The position peaked at $395K in Q4 2024. 9 funds tracked by Wall St. Rank hold BMRC as of Q2 2026.

  • Fiduciary Financial Group held 14,069 shares of Bank of Marin Bancorp worth $390K as of Q2 2026.
  • Fiduciary Financial Group left its Bank of Marin Bancorp share count unchanged in Q2 2026.
  • Bank of Marin Bancorp made up 0.04% of Fiduciary Financial Group's portfolio in Q2 2026, its #251 holding.
  • Fiduciary Financial Group first reported a position in Bank of Marin Bancorp in Q2 2024 and has held it in 9 quarters since.
  • Fiduciary Financial Group's Bank of Marin Bancorp position peaked at $395K in Q4 2024.
  • 9 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.