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 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

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 Partners's BMRC Position: Q2 2026 in Review

Private Wealth Partners held its Bank of Marin Bancorp (BMRC) position steady in Q2 2026 at 36,983 shares worth $1.02M. The position accounts for 0.07% of the portfolio, ranked #101.

Private Wealth Partners first reported a position in BMRC in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.18M in Q4 2022. 143 funds tracked by Wall St. Rank hold BMRC as of Q2 2026.

Private Wealth Partners held 36,983 shares of Bank of Marin Bancorp worth $1.02M as of Q2 2026.
Private Wealth Partners left its Bank of Marin Bancorp share count unchanged in Q2 2026.
Bank of Marin Bancorp made up 0.07% of Private Wealth Partners's portfolio in Q2 2026, its #101 holding.
Private Wealth Partners first reported a position in Bank of Marin Bancorp in Q3 2022 and has held it in 16 quarters since.
Private Wealth Partners's Bank of Marin Bancorp position peaked at $1.18M in Q4 2022.
143 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q2 2026.

Based on Private Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.