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Rise Advisors’s Bank of Marin Bancorp BMRC Stock Holding History

Rise 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
2025
Q2 		– Sell
-20
Closed -$441 – 1558
2025
Q1 		$441 Buy
+20
New +$475 ﹤0.01% 1393

Other funds holding BMRC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Rise Advisors's BMRC Position: Q2 2025 in Review

Rise Advisors sold out of Bank of Marin Bancorp (BMRC) in Q2 2025, closing a stake of 20 shares — an estimated $441 sold.

Rise Advisors first reported a position in BMRC in Q1 2025 and held it in 1 quarter. The position peaked at $441 in Q1 2025. 119 funds tracked by Wall St. Rank hold BMRC as of Q2 2025.

  • Rise Advisors reported no remaining Bank of Marin Bancorp position as of Q2 2025 after selling out during the quarter.
  • Rise Advisors sold 20 Bank of Marin Bancorp shares in Q2 2025, an estimated $441.
  • Rise Advisors first reported a position in Bank of Marin Bancorp in Q1 2025 and held it in 1 quarter.
  • Rise Advisors's Bank of Marin Bancorp position peaked at $441 in Q1 2025.
  • 119 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q2 2025.

Based on Rise Advisors's 13F filing for Q2 2025, filed 8 Jul 2025.