Physician Wealth Advisors’s Bank of Marin Bancorp BMRC Stock Holding History

Physician Wealth Advisors’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	$2.08K	Buy	75 +7	+10%	+$183	﹤0.01%	1488
2026 Q1	$1.74K	Hold	68	–	–	﹤0.01%	1413
2025 Q4	$1.77K	Hold	68	–	–	﹤0.01%	1344
2025 Q3	$1.65K	Hold	68	–	–	﹤0.01%	1312
2025 Q2	$1.55K	Buy	+68	New	+$1.45K	﹤0.01%	1155

Other funds holding BMRC

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

PWP

Private Wealth Partners Mill Valley, California $1.4B AUM 36.82% 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

Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

Physician Wealth Advisors's BMRC Position: Q2 2026 in Review

Physician Wealth Advisors increased its Bank of Marin Bancorp (BMRC) stake by 10% in Q2 2026, buying an estimated $183 and bringing the position to 75 shares worth $2.08K. The position accounts for ﹤0.01% of the portfolio, ranked #1488.

Physician Wealth Advisors first reported a position in BMRC in Q2 2025 and has held it in 5 quarters since. 31 funds tracked by Wall St. Rank hold BMRC as of Q2 2026.

Physician Wealth Advisors held 75 shares of Bank of Marin Bancorp worth $2.08K as of Q2 2026.
Physician Wealth Advisors bought 7 Bank of Marin Bancorp shares in Q2 2026, an estimated $183.
Bank of Marin Bancorp made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1488 holding.
Physician Wealth Advisors first reported a position in Bank of Marin Bancorp in Q2 2025 and has held it in 5 quarters since.
31 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.