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 Q3	$1M	Hold	36,983	–	–	0.07%	103
2026 Q2	$1.02M	Hold	36,983	–	–	0.07%	101
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

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Princeton Capital Management Red Bank, New Jersey $467M AUM 39.68% 1-Year Est. Return

Bridge City Capital Lake Oswego, Oregon $480M AUM 47.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

Lodestar Private Asset Management Alamo, California $1.15B AUM 14.92% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

DeDora Capital Napa, California $448M AUM 15.92% 1-Year Est. Return

Private Wealth Partners's BMRC Position: Q3 2026 in Review

Private Wealth Partners held its Bank of Marin Bancorp (BMRC) position steady in Q3 2026 at 36,983 shares worth $1M. The position accounts for 0.07% of the portfolio, ranked #103.

Private Wealth Partners first reported a position in BMRC in Q3 2022 and has held it in 17 quarters since. The position peaked at $1.18M in Q4 2022. 34 funds tracked by Wall St. Rank hold BMRC as of Q3 2026.

Private Wealth Partners held 36,983 shares of Bank of Marin Bancorp worth $1M as of Q3 2026.
Private Wealth Partners left its Bank of Marin Bancorp share count unchanged in Q3 2026.
Bank of Marin Bancorp made up 0.07% of Private Wealth Partners's portfolio in Q3 2026, its #103 holding.
Private Wealth Partners first reported a position in Bank of Marin Bancorp in Q3 2022 and has held it in 17 quarters since.
Private Wealth Partners's Bank of Marin Bancorp position peaked at $1.18M in Q4 2022.
34 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q3 2026.

Based on Private Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.