Golden State Wealth Management’s Bank of Marin Bancorp BMRC Stock Holding History

Golden State Wealth 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 Q1	$25.6K	Hold	1,000	–	–	﹤0.01%	860
2025 Q4	$26K	Hold	1,000	–	–	﹤0.01%	864
2025 Q3	$24.3K	Hold	1,000	–	–	﹤0.01%	870
2025 Q2	$22.8K	Hold	1,000	–	–	﹤0.01%	849
2025 Q1	$22.1K	Hold	1,000	–	–	﹤0.01%	778
2024 Q4	$23.8K	Buy	+1,000	New	+$23.6K	﹤0.01%	730
2020 Q4	–	Sell	-1,000	Closed	-$29K	–	248
2020 Q3	$29K	Buy	+1,000	New	+$31.4K	0.01%	362
2020 Q2	–	Sell	-898	Closed	-$27K	–	276
2020 Q1	$27K	Buy	+898	New	+$35.4K	0.01%	456
2019 Q4	–	Sell	-898	Closed	-$37K	–	153
2019 Q3	$37K	Hold	898	–	–	0.01%	489
2019 Q2	$36K	Hold	898	–	–	0.01%	521
2019 Q1	$37K	Buy	+898	New	+$38.2K	0.01%	513

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

Golden State Wealth Management's BMRC Position: Q1 2026 in Review

Golden State Wealth Management held its Bank of Marin Bancorp (BMRC) position steady in Q1 2026 at 1,000 shares worth $25.6K. The position accounts for ﹤0.01% of the portfolio, ranked #860.

Golden State Wealth Management first reported a position in BMRC in Q1 2019 and has held it in 11 quarters since. The position peaked at $37K in Q3 2019. 140 funds tracked by Wall St. Rank hold BMRC as of Q1 2026.

Golden State Wealth Management held 1,000 shares of Bank of Marin Bancorp worth $25.6K as of Q1 2026.
Golden State Wealth Management left its Bank of Marin Bancorp share count unchanged in Q1 2026.
Bank of Marin Bancorp made up ﹤0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #860 holding.
Golden State Wealth Management first reported a position in Bank of Marin Bancorp in Q1 2019 and has held it in 11 quarters since.
Golden State Wealth Management's Bank of Marin Bancorp position peaked at $37K in Q3 2019.
140 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.