Fortitude Family Office’s Bank of Marin Bancorp BMRC Stock Holding History

Fortitude Family Office’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	$1.69K	Sell	61 -24	-28%	-$626	﹤0.01%	1544
2026 Q1	$2.18K	Hold	85	–	–	﹤0.01%	1259
2025 Q4	$2.21K	Hold	85	–	–	﹤0.01%	1136
2025 Q3	$2.06K	Hold	85	–	–	﹤0.01%	1205
2025 Q2	$1.94K	Buy	+85	New	+$1.81K	﹤0.01%	1210
2024 Q2	–	Sell	-82	Closed	-$1.38K	–	975
2024 Q1	$1.38K	Hold	82	–	–	﹤0.01%	875
2023 Q4	$1.81K	Buy	+82	New	+$1.57K	﹤0.01%	884

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

Fortitude Family Office's BMRC Position: Q2 2026 in Review

Fortitude Family Office reduced its Bank of Marin Bancorp (BMRC) stake by 28% in Q2 2026, selling an estimated $626 and leaving 61 shares worth $1.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1544.

Fortitude Family Office first reported a position in BMRC in Q4 2023 and has held it in 7 quarters since. The position peaked at $2.21K in Q4 2025. 143 funds tracked by Wall St. Rank hold BMRC as of Q2 2026.

Fortitude Family Office held 61 shares of Bank of Marin Bancorp worth $1.69K as of Q2 2026.
Fortitude Family Office sold 24 Bank of Marin Bancorp shares in Q2 2026, an estimated $626.
Bank of Marin Bancorp made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #1544 holding.
Fortitude Family Office first reported a position in Bank of Marin Bancorp in Q4 2023 and has held it in 7 quarters since.
Fortitude Family Office's Bank of Marin Bancorp position peaked at $2.21K in Q4 2025.
143 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.