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IFP Advisors’s Bank of Marin Bancorp BMRC Stock Holding History

IFP Advisors’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 		$1.67K Hold
65
– – ﹤0.01% 4026
2025
Q4 		$1.69K Buy
65
+21
+48% +$540 ﹤0.01% 3896
2025
Q3 		$1.07K Buy
44
+37
+529% +$895 ﹤0.01% 3934
2025
Q2 		$1.62K Buy
+7
New +$149 ﹤0.01% 3999
2025
Q1 		– Hold
0
– – – 3639
2024
Q4 		– Hold
0
– – – 3649

Other funds holding BMRC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

IFP Advisors's BMRC Position: Q1 2026 in Review

IFP Advisors held its Bank of Marin Bancorp (BMRC) position steady in Q1 2026 at 65 shares worth $1.67K. The position accounts for ﹤0.01% of the portfolio, ranked #4026.

IFP Advisors first reported a position in BMRC in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.69K in Q4 2025. 140 funds tracked by Wall St. Rank hold BMRC as of Q1 2026.

  • IFP Advisors held 65 shares of Bank of Marin Bancorp worth $1.67K as of Q1 2026.
  • IFP Advisors left its Bank of Marin Bancorp share count unchanged in Q1 2026.
  • Bank of Marin Bancorp made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #4026 holding.
  • IFP Advisors first reported a position in Bank of Marin Bancorp in Q2 2025 and has held it in 4 quarters since.
  • IFP Advisors's Bank of Marin Bancorp position peaked at $1.69K in Q4 2025.
  • 140 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.