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

Private Wealth Partners’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	$948K	Hold	36,983	–	–	0.07%	102
2025 Q4	$962K	Hold	36,983	–	–	0.07%	100
2025 Q3	$898K	Hold	36,983	–	–	0.06%	101
2025 Q2	$845K	Hold	36,983	–	–	0.07%	103
2025 Q1	$816K	Hold	36,983	–	–	0.07%	97
2024 Q4	$879K	Hold	36,983	–	–	0.07%	97
2024 Q3	$743K	Hold	36,983	–	–	0.06%	102
2024 Q2	$599K	Hold	36,983	–	–	0.04%	105
2024 Q1	$620K	Hold	36,983	–	–	0.05%	98
2023 Q4	$814K	Buy	36,983 +983	+3%	+$18.9K	0.07%	96
2023 Q3	$658K	Hold	36,000	–	–	0.06%	98
2023 Q2	$636K	Hold	36,000	–	–	0.06%	101
2023 Q1	$788K	Hold	36,000	–	–	0.08%	94
2022 Q4	$1.18M	Buy	36,000 +18,000	+100%	+$605K	0.14%	70
2022 Q3	$539K	Buy	+18,000	New	+$572K	0.07%	66

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 Partners's BMRC Position: Q1 2026 in Review

Private Wealth Partners held its Bank of Marin Bancorp (BMRC) position steady in Q1 2026 at 36,983 shares worth $948K. The position accounts for 0.07% of the portfolio, ranked #102.

Private Wealth Partners first reported a position in BMRC in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.18M in Q4 2022. 140 funds tracked by Wall St. Rank hold BMRC as of Q1 2026.

Private Wealth Partners held 36,983 shares of Bank of Marin Bancorp worth $948K as of Q1 2026.
Private Wealth Partners left its Bank of Marin Bancorp share count unchanged in Q1 2026.
Bank of Marin Bancorp made up 0.07% of Private Wealth Partners's portfolio in Q1 2026, its #102 holding.
Private Wealth Partners first reported a position in Bank of Marin Bancorp in Q3 2022 and has held it in 15 quarters since.
Private Wealth Partners's Bank of Marin Bancorp position peaked at $1.18M in Q4 2022.
140 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q1 2026.

Based on Private Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.