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 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 $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

Fortitude Family Office's BMRC Position: Q1 2026 in Review

Fortitude Family Office held its Bank of Marin Bancorp (BMRC) position steady in Q1 2026 at 85 shares worth $2.18K. The position accounts for ﹤0.01% of the portfolio, ranked #1259.

Fortitude Family Office first reported a position in BMRC in Q4 2023 and has held it in 6 quarters since. The position peaked at $2.21K in Q4 2025. 140 funds tracked by Wall St. Rank hold BMRC as of Q1 2026.

Fortitude Family Office held 85 shares of Bank of Marin Bancorp worth $2.18K as of Q1 2026.
Fortitude Family Office left its Bank of Marin Bancorp share count unchanged in Q1 2026.
Bank of Marin Bancorp made up ﹤0.01% of Fortitude Family Office's portfolio in Q1 2026, its #1259 holding.
Fortitude Family Office first reported a position in Bank of Marin Bancorp in Q4 2023 and has held it in 6 quarters since.
Fortitude Family Office's Bank of Marin Bancorp position peaked at $2.21K in Q4 2025.
140 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q1 2026.

Based on Fortitude Family Office's 13F filing for Q1 2026, filed 16 Apr 2026.