Jones Financial Companies
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Jones Financial Companies’s Bank of Marin Bancorp BMRC Stock Holding History

Jones Financial Companies’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 		– Sell
-190
Closed -$4.94K – 4747
2025
Q4 		$4.94K Sell
190
-600
-76% -$15.4K ﹤0.01% 3508
2025
Q3 		$19.6K Hold
790
– – ﹤0.01% 2810
2025
Q2 		$17.9K Buy
790
+600
+316% +$12.8K ﹤0.01% 2645
2025
Q1 		$4.17K Hold
190
– – ﹤0.01% 3011
2024
Q4 		$4.52K Buy
+190
New +$4.48K ﹤0.01% 2785
2024
Q3 		– Sell
-250
Closed -$4.05K – 3029
2024
Q2 		$4.05K Buy
+250
New +$3.84K ﹤0.01% 1988

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

Jones Financial Companies's BMRC Position: Q1 2026 in Review

Jones Financial Companies sold out of Bank of Marin Bancorp (BMRC) in Q1 2026, closing a stake of 190 shares — an estimated $4.94K sold.

Jones Financial Companies first reported a position in BMRC in Q2 2024 and held it in 6 quarters. The position peaked at $19.6K in Q3 2025. 140 funds tracked by Wall St. Rank hold BMRC as of Q1 2026.

  • Jones Financial Companies reported no remaining Bank of Marin Bancorp position as of Q1 2026 after selling out during the quarter.
  • Jones Financial Companies sold 190 Bank of Marin Bancorp shares in Q1 2026, an estimated $4.94K.
  • Jones Financial Companies first reported a position in Bank of Marin Bancorp in Q2 2024 and held it in 6 quarters.
  • Jones Financial Companies's Bank of Marin Bancorp position peaked at $19.6K in Q3 2025.
  • 140 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.