Rothschild Investment LLC’s Bank of Marin Bancorp BMRC Stock Holding History

Rothschild Investment LLC’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	$3.44K	Buy	124 +55	+80%	+$1.44K	﹤0.01%	2486
2026 Q1	$1.77K	Buy	69 +2	+3%	+$52	﹤0.01%	2615
2025 Q4	$1.74K	Buy	67 +8	+14%	+$206	﹤0.01%	2446
2025 Q3	$1.43K	Sell	59 -16	-21%	-$387	﹤0.01%	2424
2025 Q2	$1.71K	Buy	75 +40	+114%	+$851	﹤0.01%	2168
2025 Q1	$772	Hold	35	–	–	﹤0.01%	2475
2024 Q4	$832	Buy	35 +5	+17%	+$118	﹤0.01%	2321
2024 Q3	$603	Buy	30 +10	+50%	+$196	﹤0.01%	2415
2024 Q2	$324	Buy	+20	New	+$308	﹤0.01%	2253

Other funds holding BMRC

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

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

Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

PWP

Private Wealth Partners Mill Valley, California $1.4B AUM 36.82% 1-Year Est. Return

SIM

SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return

FCH

Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return

CSC

Caldwell Sutter Capital Sausalito, California $265M AUM 30.15% 1-Year Est. Return

Rothschild Investment LLC's BMRC Position: Q2 2026 in Review

Rothschild Investment LLC increased its Bank of Marin Bancorp (BMRC) stake by 80% in Q2 2026, buying an estimated $1.44K and bringing the position to 124 shares worth $3.44K. The position accounts for ﹤0.01% of the portfolio, ranked #2486.

Rothschild Investment LLC first reported a position in BMRC in Q2 2024 and has held it in 9 quarters since. 49 funds tracked by Wall St. Rank hold BMRC as of Q2 2026.

Rothschild Investment LLC held 124 shares of Bank of Marin Bancorp worth $3.44K as of Q2 2026.
Rothschild Investment LLC bought 55 Bank of Marin Bancorp shares in Q2 2026, an estimated $1.44K.
Bank of Marin Bancorp made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2486 holding.
Rothschild Investment LLC first reported a position in Bank of Marin Bancorp in Q2 2024 and has held it in 9 quarters since.
49 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.