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Pinnacle Wealth Planning Services’s Bank of Marin Bancorp BMRC Stock Holding History

Pinnacle Wealth Planning Services’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 		$32.3K Sell
1,262
-310
-20% -$8.04K ﹤0.01% 1449
2025
Q4 		$40.9K Buy
+1,572
New +$40.4K ﹤0.01% 1342

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

Pinnacle Wealth Planning Services's BMRC Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Bank of Marin Bancorp (BMRC) stake by 20% in Q1 2026, selling an estimated $8.04K and leaving 1,262 shares worth $32.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1449.

Pinnacle Wealth Planning Services first reported a position in BMRC in Q4 2025 and has held it in 2 quarters since. The position peaked at $40.9K in Q4 2025. 140 funds tracked by Wall St. Rank hold BMRC as of Q1 2026.

  • Pinnacle Wealth Planning Services held 1,262 shares of Bank of Marin Bancorp worth $32.3K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 310 Bank of Marin Bancorp shares in Q1 2026, an estimated $8.04K.
  • Bank of Marin Bancorp made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1449 holding.
  • Pinnacle Wealth Planning Services first reported a position in Bank of Marin Bancorp in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's Bank of Marin Bancorp position peaked at $40.9K in Q4 2025.
  • 140 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.