Riverview Trust Company’s Bank of Marin Bancorp BMRC Stock Holding History

Riverview Trust Company’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	-1,950	Closed	-$43K	–	265
2025 Q1	$43K	Hold	1,950	–	–	0.04%	241
2024 Q4	$46.4K	Hold	1,950	–	–	0.04%	234
2024 Q3	$39.2K	Hold	1,950	–	–	0.03%	277
2024 Q2	$31.6K	Buy	1,950 +1,001	+105%	+$15.4K	0.03%	298
2024 Q1	$15.9K	Buy	+949	New	+$17.4K	0.01%	576
2023 Q4	–	Sell	-949	Closed	-$17.3K	–	156
2023 Q3	$17.3K	Hold	949	–	–	0.02%	443
2023 Q2	$16.8K	Buy	+949	New	+$17.2K	0.02%	442

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

HAM

HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Riverview Trust Company's BMRC Position: Q2 2025 in Review

Riverview Trust Company sold out of Bank of Marin Bancorp (BMRC) in Q2 2025, closing a stake of 1,950 shares — an estimated $43K sold.

Riverview Trust Company first reported a position in BMRC in Q2 2023 and held it in 7 quarters. The position peaked at $46.4K in Q4 2024. 119 funds tracked by Wall St. Rank hold BMRC as of Q2 2025.

Riverview Trust Company reported no remaining Bank of Marin Bancorp position as of Q2 2025 after selling out during the quarter.
Riverview Trust Company sold 1,950 Bank of Marin Bancorp shares in Q2 2025, an estimated $43K.
Riverview Trust Company first reported a position in Bank of Marin Bancorp in Q2 2023 and held it in 7 quarters.
Riverview Trust Company's Bank of Marin Bancorp position peaked at $46.4K in Q4 2024.
119 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q2 2025.

Based on Riverview Trust Company's 13F filing for Q2 2025, filed 21 Jul 2025.