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Perigon Wealth Management’s Bank of Marin Bancorp BMRC Stock Holding History

Perigon Wealth 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
Q1 		$1.57M Sell
61,081
-218
-0.4% -$5.66K 0.03% 423
2025
Q4 		$1.59M Sell
61,299
-453
-0.7% -$11.7K 0.03% 422
2025
Q3 		$1.5M Sell
61,752
-540
-0.9% -$13.1K 0.03% 410
2025
Q2 		$1.42M Sell
62,292
-187
-0.3% -$3.98K 0.03% 402
2025
Q1 		$1.38M Sell
62,479
-35
-0.1% -$831 0.04% 380
2024
Q4 		$1.46M Sell
62,514
-722
-1% -$17K 0.04% 356
2024
Q3 		$1.27M Buy
63,236
+10
+0% +$196 0.03% 374
2024
Q2 		$1.02M Buy
63,226
+10
+0% +$154 0.03% 371
2024
Q1 		$1.06M Sell
63,216
-789
-1% -$14.4K 0.03% 357
2023
Q4 		$1.41M Buy
64,005
+1,201
+2% +$23K 0.05% 278
2023
Q3 		$1.15M Sell
62,804
-1,198
-2% -$23.1K 0.05% 287
2023
Q2 		$1.13M Buy
+64,002
New +$1.16M 0.04% 294
2021
Q1 		– Sell
-998
Closed -$34K – 557
2020
Q4 		$34K Buy
+998
New +$34K ﹤0.01% 866
2018
Q2 		– Sell
-998
Closed -$34K – 281
2018
Q1 		$34K Hold
998
– – 0.01% 364
2017
Q4 		$34K Hold
998
– – 0.01% 337
2017
Q3 		$34K Hold
998
– – 0.01% 385
2017
Q2 		$31K Hold
998
– – 0.01% 417
2017
Q1 		$32K Hold
998
– – 0.01% 426
2016
Q4 		$34K Sell
998
-2,500
-71% -$74.8K 0.01% 396
2016
Q3 		$87K Buy
3,498
+2,500
+251% +$62K 0.02% 251
2016
Q2 		$24K Hold
998
– – 0.01% 324
2016
Q1 		$25K Buy
+998
New +$25.1K 0.01% 222

Other funds holding BMRC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Perigon Wealth Management's BMRC Position: Q1 2026 in Review

Perigon Wealth Management reduced its Bank of Marin Bancorp (BMRC) stake by 0.36% in Q1 2026, selling an estimated $5.66K and leaving 61,081 shares worth $1.57M. The position accounts for 0.03% of the portfolio, ranked #423.

Perigon Wealth Management first reported a position in BMRC in Q1 2016 and has held it in 22 quarters since. The position peaked at $1.59M in Q4 2025. 140 funds tracked by Wall St. Rank hold BMRC as of Q1 2026.

  • Perigon Wealth Management held 61,081 shares of Bank of Marin Bancorp worth $1.57M as of Q1 2026.
  • Perigon Wealth Management sold 218 Bank of Marin Bancorp shares in Q1 2026, an estimated $5.66K.
  • Bank of Marin Bancorp made up 0.03% of Perigon Wealth Management's portfolio in Q1 2026, its #423 holding.
  • Perigon Wealth Management first reported a position in Bank of Marin Bancorp in Q1 2016 and has held it in 22 quarters since.
  • Perigon Wealth Management's Bank of Marin Bancorp position peaked at $1.59M in Q4 2025.
  • 140 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.