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

Private Wealth Management Group’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	$5.13K	Sell	200 -21	-10%	-$545	﹤0.01%	760
2025 Q4	$5.75K	Hold	221	–	–	﹤0.01%	724
2025 Q3	$5.37K	Hold	221	–	–	﹤0.01%	764
2025 Q2	$5.05K	Hold	221	–	–	﹤0.01%	754
2025 Q1	$4.88K	Hold	221	–	–	﹤0.01%	735
2024 Q4	$5.25K	Hold	221	–	–	﹤0.01%	722
2024 Q3	$4.44K	Hold	221	–	–	﹤0.01%	777
2024 Q2	$3.58K	Buy	221 +175	+380%	+$2.69K	﹤0.01%	846
2024 Q1	$772	Hold	46	–	–	﹤0.01%	1352
2023 Q4	$1.01K	Buy	+46	New	+$882	﹤0.01%	1263

Other funds holding BMRC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Private Wealth Management Group's BMRC Position: Q1 2026 in Review

Private Wealth Management Group reduced its Bank of Marin Bancorp (BMRC) stake by 9.5% in Q1 2026, selling an estimated $545 and leaving 200 shares worth $5.13K. The position accounts for ﹤0.01% of the portfolio, ranked #760.

Private Wealth Management Group first reported a position in BMRC in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.75K in Q4 2025. 140 funds tracked by Wall St. Rank hold BMRC as of Q1 2026.

Private Wealth Management Group held 200 shares of Bank of Marin Bancorp worth $5.13K as of Q1 2026.
Private Wealth Management Group sold 21 Bank of Marin Bancorp shares in Q1 2026, an estimated $545.
Bank of Marin Bancorp made up ﹤0.01% of Private Wealth Management Group's portfolio in Q1 2026, its #760 holding.
Private Wealth Management Group first reported a position in Bank of Marin Bancorp in Q4 2023 and has held it in 10 quarters since.
Private Wealth Management Group's Bank of Marin Bancorp position peaked at $5.75K in Q4 2025.
140 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.