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

Financial Connections 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 Q1	$307K	Hold	12,000	–	–	0.11%	58
2025 Q4	$312K	Hold	12,000	–	–	0.11%	59
2025 Q3	$291K	Buy	+12,000	New	+$290K	0.11%	58
2022 Q3	–	Sell	-2,298	Closed	-$73K	–	229
2022 Q2	$73K	Hold	2,298	–	–	0.06%	84
2022 Q1	$80K	Hold	2,298	–	–	0.08%	79
2021 Q4	$85K	Buy	+2,298	New	+$85.8K	0.08%	80

Other funds holding BMRC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Financial Connections Group's BMRC Position: Q1 2026 in Review

Financial Connections Group held its Bank of Marin Bancorp (BMRC) position steady in Q1 2026 at 12,000 shares worth $307K. The position accounts for 0.11% of the portfolio, ranked #58.

Financial Connections Group first reported a position in BMRC in Q4 2021 and has held it in 6 quarters since. The position peaked at $312K in Q4 2025. 140 funds tracked by Wall St. Rank hold BMRC as of Q1 2026.

Financial Connections Group held 12,000 shares of Bank of Marin Bancorp worth $307K as of Q1 2026.
Financial Connections Group left its Bank of Marin Bancorp share count unchanged in Q1 2026.
Bank of Marin Bancorp made up 0.11% of Financial Connections Group's portfolio in Q1 2026, its #58 holding.
Financial Connections Group first reported a position in Bank of Marin Bancorp in Q4 2021 and has held it in 6 quarters since.
Financial Connections Group's Bank of Marin Bancorp position peaked at $312K in Q4 2025.
140 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.