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 Q2	$5.54K	Hold	200	–	–	﹤0.01%	813
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 $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Private Wealth Management Group's BMRC Position: Q2 2026 in Review

Private Wealth Management Group held its Bank of Marin Bancorp (BMRC) position steady in Q2 2026 at 200 shares worth $5.54K. The position accounts for ﹤0.01% of the portfolio, ranked #813.

Private Wealth Management Group first reported a position in BMRC in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.75K in Q4 2025. 143 funds tracked by Wall St. Rank hold BMRC as of Q2 2026.

Private Wealth Management Group held 200 shares of Bank of Marin Bancorp worth $5.54K as of Q2 2026.
Private Wealth Management Group left its Bank of Marin Bancorp share count unchanged in Q2 2026.
Bank of Marin Bancorp made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #813 holding.
Private Wealth Management Group first reported a position in Bank of Marin Bancorp in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Bank of Marin Bancorp position peaked at $5.75K in Q4 2025.
143 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.