Lodestar Private Asset Management’s Bank of Marin Bancorp BMRC Stock Holding History

Lodestar Private Asset Management’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	$281K	Hold	10,156	–	–	0.02%	196
2026 Q1	$260K	Buy	10,156 +925	+10%	+$24K	0.03%	206
2025 Q4	$240K	Hold	9,231	–	–	0.02%	211
2025 Q3	$224K	Buy	+9,231	New	+$223K	0.02%	215

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

Lodestar Private Asset Management's BMRC Position: Q2 2026 in Review

Lodestar Private Asset Management held its Bank of Marin Bancorp (BMRC) position steady in Q2 2026 at 10,156 shares worth $281K. The position accounts for 0.02% of the portfolio, ranked #196.

Lodestar Private Asset Management first reported a position in BMRC in Q3 2025 and has held it in 4 quarters since. 143 funds tracked by Wall St. Rank hold BMRC as of Q2 2026.

Lodestar Private Asset Management held 10,156 shares of Bank of Marin Bancorp worth $281K as of Q2 2026.
Lodestar Private Asset Management left its Bank of Marin Bancorp share count unchanged in Q2 2026.
Bank of Marin Bancorp made up 0.02% of Lodestar Private Asset Management's portfolio in Q2 2026, its #196 holding.
Lodestar Private Asset Management first reported a position in Bank of Marin Bancorp in Q3 2025 and has held it in 4 quarters since.
143 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.