KCM Investment Advisors’s Bank of Marin Bancorp BMRC Stock Holding History

KCM Investment 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	$237K	Hold	9,240	–	–	0.01%	362
2025 Q4	$240K	Hold	9,240	–	–	0.01%	363
2025 Q3	$224K	Hold	9,240	–	–	0.01%	364
2025 Q2	$211K	Hold	9,240	–	–	0.01%	367
2025 Q1	$204K	Sell	9,240 -1,056	-10%	-$25.1K	0.01%	353
2024 Q4	$245K	Buy	+10,296	New	+$243K	0.01%	331
2024 Q2	–	Sell	-13,571	Closed	-$228K	–	371
2024 Q1	$228K	Buy	13,571 +4	+0%	+$73	0.01%	353
2023 Q4	$299K	Buy	13,567 +4	+0%	+$77	0.01%	313
2023 Q3	$248K	Buy	13,563 +4	+0%	+$77	0.01%	334
2023 Q2	$240K	Sell	13,559 -153,207	-92%	-$2.78M	0.01%	361
2023 Q1	$3.65M	Buy	166,766 +146,426	+720%	+$4.23M	0.15%	121
2022 Q4	$669K	Buy	20,340 +2	+0%	+$67	0.03%	236
2022 Q3	$609K	Buy	20,338 +2	+0%	+$64	0.03%	236
2022 Q2	$646K	Buy	20,336 +5,771	+40%	+$187K	0.03%	234
2022 Q1	$511K	Sell	14,565 -398	-3%	-$14.5K	0.02%	281
2021 Q4	$557K	Sell	14,963 -816	-5%	-$30.5K	0.02%	277
2021 Q3	$596K	Buy	15,779 +2	+0%	+$70	0.02%	254
2021 Q2	$503K	Sell	15,777 -143	-0.9%	-$5K	0.02%	264
2021 Q1	$623K	Sell	15,920 -1,530	-9%	-$59K	0.03%	233
2020 Q4	$599K	Buy	17,450 +11	+0.1%	+$375	0.03%	221
2020 Q3	$505K	Sell	17,439 -160,224	-90%	-$5.04M	0.03%	218
2020 Q2	$5.92M	Buy	177,663 +160,249	+920%	+$5.07M	0.33%	70
2020 Q1	$522K	Sell	17,414 -379	-2%	-$14.9K	0.04%	212
2019 Q4	$802K	Sell	17,793 -115	-0.6%	-$5.09K	0.04%	199
2019 Q3	$743K	Sell	17,908 -3,407	-16%	-$143K	0.04%	199
2019 Q2	$874K	Sell	21,315 -2,488	-10%	-$104K	0.05%	182
2019 Q1	$969K	Buy	23,803 +9	+0%	+$383	0.06%	171
2018 Q4	$981K	Buy	23,794 +6	+0%	+$245	0.06%	230
2018 Q3	$998K	Buy	23,788 +8	+0%	+$345	0.06%	240
2018 Q2	$961K	Buy	23,780 +8	+0%	+$306	0.06%	243
2018 Q1	$820K	Buy	23,772 +12	+0.1%	+$416	0.05%	278
2017 Q4	$808K	Buy	23,760 +14	+0.1%	+$483	0.05%	288
2017 Q3	$813K	Buy	23,746 +12	+0.1%	+$389	0.05%	281
2017 Q2	$730K	Buy	23,734 +52	+0.2%	+$1.65K	0.05%	295
2017 Q1	$762K	Sell	23,682 -420	-2%	-$14.3K	0.05%	292
2016 Q4	$841K	Sell	24,102 -6,904	-22%	-$207K	0.06%	269
2016 Q3	$771K	Buy	31,006 +14	+0%	+$347	0.05%	285
2016 Q2	$750K	Buy	30,992 +2,022	+7%	+$49.8K	0.05%	285
2016 Q1	$713K	Sell	28,970 -304	-1%	-$7.65K	0.05%	284
2015 Q4	$782K	Hold	29,274	–	–	0.06%	269
2015 Q3	$702K	Buy	29,274 +860	+3%	+$20.9K	0.06%	289
2015 Q2	$723K	Hold	28,414	–	–	0.06%	293
2015 Q1	$723K	Buy	28,414 +3,612	+15%	+$91.2K	0.06%	291
2014 Q4	$652K	Sell	24,802 -200	-0.8%	-$4.97K	0.05%	297
2014 Q3	$574K	Hold	25,002	–	–	0.05%	295
2014 Q2	$570K	Hold	25,002	–	–	0.05%	293
2014 Q1	$563K	Hold	25,002	–	–	0.06%	282
2013 Q4	$542K	Sell	25,002 -5,418	-18%	-$117K	0.06%	280
2013 Q3	$632K	Sell	30,420 -10,418	-26%	-$218K	0.08%	251
2013 Q2	$817K	Buy	+40,838	New	+$804K	0.1%	221

Other funds holding BMRC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

KCM Investment Advisors's BMRC Position: Q1 2026 in Review

KCM Investment Advisors held its Bank of Marin Bancorp (BMRC) position steady in Q1 2026 at 9,240 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #362.

KCM Investment Advisors first reported a position in BMRC in Q2 2013 and has held it in 50 quarters since. The position peaked at $5.92M in Q2 2020. 140 funds tracked by Wall St. Rank hold BMRC as of Q1 2026.

KCM Investment Advisors held 9,240 shares of Bank of Marin Bancorp worth $237K as of Q1 2026.
KCM Investment Advisors left its Bank of Marin Bancorp share count unchanged in Q1 2026.
Bank of Marin Bancorp made up 0.01% of KCM Investment Advisors's portfolio in Q1 2026, its #362 holding.
KCM Investment Advisors first reported a position in Bank of Marin Bancorp in Q2 2013 and has held it in 50 quarters since.
KCM Investment Advisors's Bank of Marin Bancorp position peaked at $5.92M in Q2 2020.
140 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q1 2026.

Based on KCM Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.