MassMutual Private Wealth & Trust’s Bank of Marin Bancorp BMRC Stock Holding History

MassMutual Private Wealth & Trust’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	$6.57K	Hold	237	–	–	﹤0.01%	1584
2026 Q1	$6.07K	Hold	237	–	–	﹤0.01%	1593
2025 Q4	$6.16K	Hold	237	–	–	﹤0.01%	1592
2025 Q3	$5.75K	Hold	237	–	–	﹤0.01%	1619
2025 Q2	$5.41K	Hold	237	–	–	﹤0.01%	1610
2025 Q1	$5.23K	Hold	237	–	–	﹤0.01%	1583
2024 Q4	$5.63K	Hold	237	–	–	﹤0.01%	1486
2024 Q3	$4.76K	Hold	237	–	–	﹤0.01%	1403
2024 Q2	$3.84K	Buy	237 +214	+930%	+$3.29K	﹤0.01%	1404
2024 Q1	$386	Hold	23	–	–	﹤0.01%	1907
2023 Q4	$506	Hold	23	–	–	﹤0.01%	1816
2023 Q3	$420	Hold	23	–	–	﹤0.01%	1854
2023 Q2	$406	Buy	+23	New	+$418	﹤0.01%	1813

Other funds holding BMRC

Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return

SIM

SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return

FCH

Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

LPAM

Lodestar Private Asset Management Alamo, California $1.16B AUM 23.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust's BMRC Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its Bank of Marin Bancorp (BMRC) position steady in Q2 2026 at 237 shares worth $6.57K. The position accounts for ﹤0.01% of the portfolio, ranked #1584.

MassMutual Private Wealth & Trust first reported a position in BMRC in Q2 2023 and has held it in 13 quarters since. 27 funds tracked by Wall St. Rank hold BMRC as of Q2 2026.

MassMutual Private Wealth & Trust held 237 shares of Bank of Marin Bancorp worth $6.57K as of Q2 2026.
MassMutual Private Wealth & Trust left its Bank of Marin Bancorp share count unchanged in Q2 2026.
Bank of Marin Bancorp made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1584 holding.
MassMutual Private Wealth & Trust first reported a position in Bank of Marin Bancorp in Q2 2023 and has held it in 13 quarters since.
27 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.