RFA
BMRC icon

Reilly Financial Advisors’s Bank of Marin Bancorp BMRC Stock Holding History

Reilly Financial Advisors’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
2021
Q4 		$24K Hold
632
– – ﹤0.01% 534
2021
Q3 		$24K Buy
+632
New +$22K ﹤0.01% 493

Other funds holding BMRC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Reilly Financial Advisors's BMRC Position: Q4 2021 in Review

Reilly Financial Advisors held its Bank of Marin Bancorp (BMRC) position steady in Q4 2021 at 632 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #534.

Reilly Financial Advisors first reported a position in BMRC in Q3 2021 and has held it in 2 quarters since. 98 funds tracked by Wall St. Rank hold BMRC as of Q4 2021.

  • Reilly Financial Advisors held 632 shares of Bank of Marin Bancorp worth $24K as of Q4 2021.
  • Reilly Financial Advisors left its Bank of Marin Bancorp share count unchanged in Q4 2021.
  • Bank of Marin Bancorp made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #534 holding.
  • Reilly Financial Advisors first reported a position in Bank of Marin Bancorp in Q3 2021 and has held it in 2 quarters since.
  • 98 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.