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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
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

Other funds holding BMRC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AllianceBernstein
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

IFP Advisors's BMRC Position: Q2 2026 in Review

IFP Advisors increased its Bank of Marin Bancorp (BMRC) stake by 154% in Q2 2026, buying an estimated $2.61K and bringing the position to 165 shares worth $4.57K. The position accounts for ﹤0.01% of the portfolio, ranked #3848.

IFP Advisors first reported a position in BMRC in Q2 2025 and has held it in 5 quarters since. 143 funds tracked by Wall St. Rank hold BMRC as of Q2 2026.

  • IFP Advisors held 165 shares of Bank of Marin Bancorp worth $4.57K as of Q2 2026.
  • IFP Advisors bought 100 Bank of Marin Bancorp shares in Q2 2026, an estimated $2.61K.
  • Bank of Marin Bancorp made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3848 holding.
  • IFP Advisors first reported a position in Bank of Marin Bancorp in Q2 2025 and has held it in 5 quarters since.
  • 143 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.