LPL Financial
BMRC icon

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
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
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

LPL Financial's BMRC Position: Q3 2025 in Review

LPL Financial sold out of Bank of Marin Bancorp (BMRC) in Q3 2025, closing a stake of 15,555 shares — an estimated $355K sold.

LPL Financial first reported a position in BMRC in Q2 2021 and held it in 9 quarters. The position peaked at $1.17M in Q4 2024. 138 funds tracked by Wall St. Rank hold BMRC as of Q3 2025.

  • LPL Financial reported no remaining Bank of Marin Bancorp position as of Q3 2025 after selling out during the quarter.
  • LPL Financial sold 15,555 Bank of Marin Bancorp shares in Q3 2025, an estimated $355K.
  • LPL Financial first reported a position in Bank of Marin Bancorp in Q2 2021 and held it in 9 quarters.
  • LPL Financial's Bank of Marin Bancorp position peaked at $1.17M in Q4 2024.
  • 138 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q3 2025.

Based on LPL Financial's 13F filing for Q3 2025, filed 12 Nov 2025.