Perigon Wealth Management
BMRC icon

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
Q3 		– Sell
-60,887
Closed -$1.69M – 1483
2026
Q2 		$1.69M Sell
60,887
-194
-0.3% -$5.06K 0.03% 449
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% -$11.6K 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

DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Private Wealth Partners
Private Wealth Partners Mill Valley, California $1.47B AUM 33.05% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Princeton Capital Management
Princeton Capital Management Red Bank, New Jersey $467M AUM 39.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Fiduciary Financial Group
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
Lodestar Private Asset Management
Lodestar Private Asset Management Alamo, California $1.15B AUM 14.92% 1-Year Est. Return
KCM Investment Advisors
KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return
DeDora Capital
DeDora Capital Napa, California $448M AUM 15.92% 1-Year Est. Return

Perigon Wealth Management's BMRC Position: Q3 2026 in Review

Perigon Wealth Management sold out of Bank of Marin Bancorp (BMRC) in Q3 2026, closing a stake of 60,887 shares — an estimated $1.69M sold.

Perigon Wealth Management first reported a position in BMRC in Q1 2016 and held it in 23 quarters. The position peaked at $1.69M in Q2 2026. 31 funds tracked by Wall St. Rank hold BMRC as of Q3 2026.

  • Perigon Wealth Management reported no remaining Bank of Marin Bancorp position as of Q3 2026 after selling out during the quarter.
  • Perigon Wealth Management sold 60,887 Bank of Marin Bancorp shares in Q3 2026, an estimated $1.69M.
  • Perigon Wealth Management first reported a position in Bank of Marin Bancorp in Q1 2016 and held it in 23 quarters.
  • Perigon Wealth Management's Bank of Marin Bancorp position peaked at $1.69M in Q2 2026.
  • 31 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.