Lindbrook Capital’s Bank of Marin Bancorp BMRC Stock Holding History

Lindbrook Capital’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
2025 Q1	$221	Buy	+10	New	+$237	﹤0.01%	2702
2024 Q4	–	Sell	-15	Closed	-$301	–	2795
2024 Q3	$301	Buy	+15	New	+$295	﹤0.01%	2752
2024 Q1	–	Sell	-25	Closed	-$551	–	2659
2023 Q4	$551	Hold	25	–	–	﹤0.01%	2565
2023 Q3	$457	Sell	25 -33	-57%	-$637	﹤0.01%	2558
2023 Q2	$1.02K	Sell	58 -79	-58%	-$1.44K	﹤0.01%	2366
2023 Q1	$3K	Sell	137 -49	-26%	-$1.42K	﹤0.01%	2078
2022 Q4	$6.12K	Buy	186 +9	+5%	+$303	﹤0.01%	1702
2022 Q3	$5K	Sell	177 -156	-47%	-$4.96K	﹤0.01%	1642
2022 Q2	$11K	Buy	333 +97	+41%	+$3.14K	﹤0.01%	1207
2022 Q1	$8K	Hold	236	–	–	﹤0.01%	1363
2021 Q4	$9K	Hold	236	–	–	﹤0.01%	1296
2021 Q3	$9K	Buy	236 +72	+44%	+$2.51K	﹤0.01%	1019
2021 Q2	$5K	Hold	164	–	–	﹤0.01%	1277
2021 Q1	$6K	Hold	164	–	–	﹤0.01%	1188
2020 Q4	$6K	Hold	164	–	–	﹤0.01%	1097
2020 Q3	$5K	Hold	164	–	–	﹤0.01%	1087
2020 Q2	$5K	Hold	164	–	–	﹤0.01%	1068
2020 Q1	$5K	Buy	+164	New	+$6.46K	﹤0.01%	969

Other funds holding BMRC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 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 $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lindbrook Capital's BMRC Position: Q1 2025 in Review

Lindbrook Capital opened a new position in Bank of Marin Bancorp (BMRC) in Q1 2025: 10 shares worth $221. The stake represents ﹤0.01% of the portfolio and ranks #2702 among its holdings. This is a return to the name: Lindbrook Capital previously reported a position in BMRC as recently as Q3 2024.

Lindbrook Capital first reported a position in BMRC in Q1 2020 and has held it in 18 quarters since. The position peaked at $11K in Q2 2022. 123 funds tracked by Wall St. Rank hold BMRC as of Q1 2025.

Lindbrook Capital held 10 shares of Bank of Marin Bancorp worth $221 as of Q1 2025.
Bank of Marin Bancorp was a new Lindbrook Capital position in Q1 2025.
Bank of Marin Bancorp made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2702 holding.
Lindbrook Capital first reported a position in Bank of Marin Bancorp in Q1 2020 and has held it in 18 quarters since.
Lindbrook Capital's Bank of Marin Bancorp position peaked at $11K in Q2 2022.
123 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.