RFP
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
Q2 		– Sell
-25
Closed -$641 – 779
2026
Q1 		$641 Buy
+25
New +$649 ﹤0.01% 2784

Other funds holding BMRC

WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
LPAM
Lodestar Private Asset Management Alamo, California $1.16B AUM 23.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Root Financial Partners's BMRC Position: Q2 2026 in Review

Root Financial Partners sold out of Bank of Marin Bancorp (BMRC) in Q2 2026, closing a stake of 25 shares — an estimated $641 sold.

Root Financial Partners first reported a position in BMRC in Q1 2026 and held it in 1 quarter. The position peaked at $641 in Q1 2026. 25 funds tracked by Wall St. Rank hold BMRC as of Q2 2026.

  • Root Financial Partners reported no remaining Bank of Marin Bancorp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 25 Bank of Marin Bancorp shares in Q2 2026, an estimated $641.
  • Root Financial Partners first reported a position in Bank of Marin Bancorp in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Bank of Marin Bancorp position peaked at $641 in Q1 2026.
  • 25 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.