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Lion Street Advisors’s Bank of Marin Bancorp BMRC Stock Holding History

Lion Street 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
2025
Q3 		$225K Buy
+5,900
New +$143K 0.08% 202
2023
Q3 		– Sell
-5,900
Closed -$225K – 255
2023
Q2 		$225K Buy
+5,900
New +$107K 0.08% 219

Other funds holding BMRC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lion Street Advisors's BMRC Position: Q3 2025 in Review

Lion Street Advisors opened a new position in Bank of Marin Bancorp (BMRC) in Q3 2025: 5,900 shares worth $225K. The stake represents 0.08% of the portfolio and ranks #202 among its holdings. This is a return to the name: Lion Street Advisors previously reported a position in BMRC as recently as Q2 2023.

Lion Street Advisors first reported a position in BMRC in Q2 2023 and has held it in 2 quarters since. 138 funds tracked by Wall St. Rank hold BMRC as of Q3 2025.

  • Lion Street Advisors held 5,900 shares of Bank of Marin Bancorp worth $225K as of Q3 2025.
  • Bank of Marin Bancorp was a new Lion Street Advisors position in Q3 2025.
  • Bank of Marin Bancorp made up 0.08% of Lion Street Advisors's portfolio in Q3 2025, its #202 holding.
  • Lion Street Advisors first reported a position in Bank of Marin Bancorp in Q2 2023 and has held it in 2 quarters since.
  • 138 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.