Raymond James Financial
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Raymond James Financial’s Bank of Marin Bancorp BMRC Stock Holding History

Raymond James Financial’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 		– Sell
-45,478
Closed -$1.18M – 5309
2025
Q4 		$1.18M Buy
45,478
+37,044
+439% +$953K ﹤0.01% 3668
2025
Q3 		$205K Hold
8,434
– – ﹤0.01% 4611
2025
Q2 		$193K Buy
+8,434
New +$180K ﹤0.01% 4534
2025
Q1 		– Sell
-8,434
Closed -$200K – 4828
2024
Q4 		$200K Buy
+8,434
New +$199K ﹤0.01% 4402

Other funds holding BMRC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Raymond James Financial's BMRC Position: Q1 2026 in Review

Raymond James Financial sold out of Bank of Marin Bancorp (BMRC) in Q1 2026, closing a stake of 45,478 shares — an estimated $1.18M sold.

Raymond James Financial first reported a position in BMRC in Q4 2024 and held it in 4 quarters. The position peaked at $1.18M in Q4 2025. 140 funds tracked by Wall St. Rank hold BMRC as of Q1 2026.

  • Raymond James Financial reported no remaining Bank of Marin Bancorp position as of Q1 2026 after selling out during the quarter.
  • Raymond James Financial sold 45,478 Bank of Marin Bancorp shares in Q1 2026, an estimated $1.18M.
  • Raymond James Financial first reported a position in Bank of Marin Bancorp in Q4 2024 and held it in 4 quarters.
  • Raymond James Financial's Bank of Marin Bancorp position peaked at $1.18M in Q4 2025.
  • 140 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.