Root Financial Partners
BMRC icon

Root Financial Partners’s Bank of Marin Bancorp BMRC Stock Holding History

Root Financial Partners’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
Q3 		$785 Buy
+29
New +$814 ﹤0.01% 3060
2026
Q2 		– Sell
-25
Closed -$641 – 779
2026
Q1 		$641 Buy
+25
New +$649 ﹤0.01% 2784

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Root Financial Partners's BMRC Position: Q3 2026 in Review

Root Financial Partners opened a new position in Bank of Marin Bancorp (BMRC) in Q3 2026: 29 shares worth $785. The stake represents ﹤0.01% of the portfolio and ranks #3060 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BMRC as recently as Q1 2026.

Root Financial Partners first reported a position in BMRC in Q1 2026 and has held it in 2 quarters since. 40 funds tracked by Wall St. Rank hold BMRC as of Q3 2026.

  • Root Financial Partners held 29 shares of Bank of Marin Bancorp worth $785 as of Q3 2026.
  • Bank of Marin Bancorp was a new Root Financial Partners position in Q3 2026.
  • Bank of Marin Bancorp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3060 holding.
  • Root Financial Partners first reported a position in Bank of Marin Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 40 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.