R Squared’s Bank of Marin Bancorp BMRC Stock Holding History

R Squared’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
2025 Q1	–	Sell	-820	Closed	-$19.5K	–	463
2024 Q4	$19.5K	Buy	+820	New	+$19.4K	0.02%	891

Other funds holding BMRC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

R Squared's BMRC Position: Q1 2025 in Review

R Squared sold out of Bank of Marin Bancorp (BMRC) in Q1 2025, closing a stake of 820 shares — an estimated $19.5K sold.

R Squared first reported a position in BMRC in Q4 2024 and held it in 1 quarter. The position peaked at $19.5K in Q4 2024. 123 funds tracked by Wall St. Rank hold BMRC as of Q1 2025.

R Squared reported no remaining Bank of Marin Bancorp position as of Q1 2025 after selling out during the quarter.
R Squared sold 820 Bank of Marin Bancorp shares in Q1 2025, an estimated $19.5K.
R Squared first reported a position in Bank of Marin Bancorp in Q4 2024 and held it in 1 quarter.
R Squared's Bank of Marin Bancorp position peaked at $19.5K in Q4 2024.
123 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.