Integrated Wealth Concepts’s Bank of Marin Bancorp BMRC Stock Holding History

Integrated Wealth Concepts’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	$23.2K	Buy	+837	New	+$21.8K	﹤0.01%	3969

Other funds holding BMRC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Integrated Wealth Concepts's BMRC Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Bank of Marin Bancorp (BMRC) in Q2 2026: 837 shares worth $23.2K. The stake represents ﹤0.01% of the portfolio and ranks #3969 among its holdings.

142 funds tracked by Wall St. Rank hold BMRC as of Q2 2026.

Integrated Wealth Concepts held 837 shares of Bank of Marin Bancorp worth $23.2K as of Q2 2026.
Bank of Marin Bancorp was a new Integrated Wealth Concepts position in Q2 2026.
Bank of Marin Bancorp made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3969 holding.
142 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.