Rockefeller Capital Management’s Bank of Marin Bancorp BMRC Stock Holding History

Rockefeller Capital Management’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 Q2	$112K	Buy	4,042 +354	+10%	+$9.23K	﹤0.01%	2929
2026 Q1	$94.5K	Buy	3,688 +828	+29%	+$21.5K	﹤0.01%	2908
2025 Q4	$74.4K	Buy	2,860 +180	+7%	+$4.63K	﹤0.01%	2869
2025 Q3	$65.1K	Buy	+2,680	New	+$64.8K	﹤0.01%	2777
2019 Q4	–	Sell	-40	Closed	-$2K	–	2053
2019 Q3	$2K	Hold	40	–	–	﹤0.01%	1772
2019 Q2	$2K	Buy	+40	New	+$1.68K	﹤0.01%	1537

Other funds holding BMRC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

HAM

HoldCo Asset Management Fort Lauderdale, Florida $1.56B AUM 45.42% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Rockefeller Capital Management's BMRC Position: Q2 2026 in Review

Rockefeller Capital Management increased its Bank of Marin Bancorp (BMRC) stake by 9.6% in Q2 2026, buying an estimated $9.23K and bringing the position to 4,042 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #2929.

Rockefeller Capital Management first reported a position in BMRC in Q2 2019 and has held it in 6 quarters since. 143 funds tracked by Wall St. Rank hold BMRC as of Q2 2026.

Rockefeller Capital Management held 4,042 shares of Bank of Marin Bancorp worth $112K as of Q2 2026.
Rockefeller Capital Management bought 354 Bank of Marin Bancorp shares in Q2 2026, an estimated $9.23K.
Bank of Marin Bancorp made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2929 holding.
Rockefeller Capital Management first reported a position in Bank of Marin Bancorp in Q2 2019 and has held it in 6 quarters since.
143 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.