IFP Advisors
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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
Q3 		$7.45K Buy
275
+110
+67% +$3.09K ﹤0.01% 3589
2026
Q2 		$4.57K Buy
165
+100
+154% +$2.61K ﹤0.01% 3848
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

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Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Fiduciary Financial Group
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

IFP Advisors's BMRC Position: Q3 2026 in Review

IFP Advisors increased its Bank of Marin Bancorp (BMRC) stake by 67% in Q3 2026, buying an estimated $3.09K and bringing the position to 275 shares worth $7.45K. The position accounts for ﹤0.01% of the portfolio, ranked #3589.

IFP Advisors first reported a position in BMRC in Q2 2025 and has held it in 6 quarters since. 22 funds tracked by Wall St. Rank hold BMRC as of Q3 2026.

  • IFP Advisors held 275 shares of Bank of Marin Bancorp worth $7.45K as of Q3 2026.
  • IFP Advisors bought 110 Bank of Marin Bancorp shares in Q3 2026, an estimated $3.09K.
  • Bank of Marin Bancorp made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #3589 holding.
  • IFP Advisors first reported a position in Bank of Marin Bancorp in Q2 2025 and has held it in 6 quarters since.
  • 22 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.