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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
Q2 		$27.8K Sell
1,003
-259
-21% -$6.76K ﹤0.01% 1628
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 $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.56B AUM 45.42% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pinnacle Wealth Planning Services's BMRC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Bank of Marin Bancorp (BMRC) stake by 21% in Q2 2026, selling an estimated $6.76K and leaving 1,003 shares worth $27.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1628.

Pinnacle Wealth Planning Services first reported a position in BMRC in Q4 2025 and has held it in 3 quarters since. The position peaked at $40.9K in Q4 2025. 143 funds tracked by Wall St. Rank hold BMRC as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,003 shares of Bank of Marin Bancorp worth $27.8K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 259 Bank of Marin Bancorp shares in Q2 2026, an estimated $6.76K.
  • Bank of Marin Bancorp made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1628 holding.
  • Pinnacle Wealth Planning Services first reported a position in Bank of Marin Bancorp in Q4 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Bank of Marin Bancorp position peaked at $40.9K in Q4 2025.
  • 143 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.