LPL Financial’s Bank of Marin Bancorp BMRC Stock Holding History

LPL Financial’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	$502K	Buy	+18,113	New	+$472K	﹤0.01%	5018
2025 Q3	–	Sell	-15,555	Closed	-$355K	–	5824
2025 Q2	$355K	Sell	15,555 -33,224	-68%	-$707K	﹤0.01%	4652
2025 Q1	$1.08M	Sell	48,779 -651	-1%	-$15.4K	﹤0.01%	3497
2024 Q4	$1.17M	Hold	49,430	–	–	﹤0.01%	3358
2024 Q3	$993K	Buy	+49,430	New	+$971K	﹤0.01%	3415
2022 Q3	–	Sell	-7,009	Closed	-$223K	–	4426
2022 Q2	$223K	Hold	7,009	–	–	﹤0.01%	3863
2022 Q1	$246K	Buy	7,009 +100	+1%	+$3.65K	﹤0.01%	3713
2021 Q4	$257K	Buy	6,909 +1,030	+18%	+$38.5K	﹤0.01%	3801
2021 Q3	$222K	Sell	5,879 -23,094	-80%	-$805K	﹤0.01%	3888
2021 Q2	$924K	Buy	+28,973	New	+$1.01M	﹤0.01%	2634

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

LPL Financial's BMRC Position: Q2 2026 in Review

LPL Financial opened a new position in Bank of Marin Bancorp (BMRC) in Q2 2026: 18,113 shares worth $502K. The stake represents ﹤0.01% of the portfolio and ranks #5018 among its holdings. This is a return to the name: LPL Financial previously reported a position in BMRC as recently as Q2 2025.

LPL Financial first reported a position in BMRC in Q2 2021 and has held it in 10 quarters since. The position peaked at $1.17M in Q4 2024. 143 funds tracked by Wall St. Rank hold BMRC as of Q2 2026.

LPL Financial held 18,113 shares of Bank of Marin Bancorp worth $502K as of Q2 2026.
Bank of Marin Bancorp was a new LPL Financial position in Q2 2026.
Bank of Marin Bancorp made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5018 holding.
LPL Financial first reported a position in Bank of Marin Bancorp in Q2 2021 and has held it in 10 quarters since.
LPL Financial's Bank of Marin Bancorp position peaked at $1.17M in Q4 2024.
143 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.