Fisher Asset Management’s Bank of Marin Bancorp BMRC Stock Holding History

Fisher Asset Management’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	$1.91M	Buy	68,966 +5,040	+8%	+$131K	﹤0.01%	597
2026 Q1	$1.64M	Buy	63,926 +11,499	+22%	+$298K	﹤0.01%	608
2025 Q4	$1.36M	Hold	52,427	–	–	﹤0.01%	630
2025 Q3	$1.27M	Hold	52,427	–	–	﹤0.01%	653
2025 Q2	$1.2M	Buy	52,427 +14,074	+37%	+$300K	﹤0.01%	667
2025 Q1	$846K	Buy	+38,353	New	+$910K	﹤0.01%	711

Other funds holding BMRC

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

PWP

Private Wealth Partners Mill Valley, California $1.4B AUM 36.82% 1-Year Est. Return

SIM

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

FCH

Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return

CSC

Caldwell Sutter Capital Sausalito, California $265M AUM 30.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management's BMRC Position: Q2 2026 in Review

Fisher Asset Management increased its Bank of Marin Bancorp (BMRC) stake by 7.9% in Q2 2026, buying an estimated $131K and bringing the position to 68,966 shares worth $1.91M. The position accounts for ﹤0.01% of the portfolio, ranked #597.

Fisher Asset Management first reported a position in BMRC in Q1 2025 and has held it in 6 quarters since. 49 funds tracked by Wall St. Rank hold BMRC as of Q2 2026.

Fisher Asset Management held 68,966 shares of Bank of Marin Bancorp worth $1.91M as of Q2 2026.
Fisher Asset Management bought 5,040 Bank of Marin Bancorp shares in Q2 2026, an estimated $131K.
Bank of Marin Bancorp made up ﹤0.01% of Fisher Asset Management's portfolio in Q2 2026, its #597 holding.
Fisher Asset Management first reported a position in Bank of Marin Bancorp in Q1 2025 and has held it in 6 quarters since.
49 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q2 2026.

Based on Fisher Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.