SEI Investments’s Bank of Marin Bancorp BMRC Stock Holding History

SEI Investments’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	$405K	Sell	14,619 -7,392	-34%	-$193K	﹤0.01%	2731
2026 Q1	$564K	Buy	22,011 +12,914	+142%	+$335K	﹤0.01%	2612
2025 Q4	$237K	Hold	9,097	–	–	﹤0.01%	2834
2025 Q3	$221K	Buy	+9,097	New	+$220K	﹤0.01%	2579
2024 Q4	–	Sell	-14,275	Closed	-$287K	–	2734
2024 Q3	$287K	Hold	14,275	–	–	﹤0.01%	2370
2024 Q2	$231K	Buy	14,275 +2,700	+23%	+$41.5K	﹤0.01%	2419
2024 Q1	$194K	Sell	11,575 -5,700	-33%	-$104K	﹤0.01%	2436
2023 Q4	$380K	Hold	17,275	–	–	﹤0.01%	2223
2023 Q3	$316K	Buy	+17,275	New	+$334K	﹤0.01%	2287
2022 Q1	–	Sell	-5,500	Closed	-$205K	–	2584
2021 Q4	$205K	Sell	5,500 -1,900	-26%	-$70.9K	﹤0.01%	2465
2021 Q3	$279K	Buy	+7,400	New	+$258K	﹤0.01%	2333
2019 Q2	–	Sell	-401	Closed	-$8K	–	2426
2019 Q1	$8K	Buy	401 +24	+6%	+$1.02K	﹤0.01%	2803
2018 Q4	$8K	Buy	+377	New	+$15.4K	﹤0.01%	2553
2017 Q4	–	Sell	-337,650	Closed	-$8.79M	–	3342
2017 Q3	$8.79M	Buy	+337,650	New	+$11M	0.03%	643

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

SEI Investments's BMRC Position: Q2 2026 in Review

SEI Investments reduced its Bank of Marin Bancorp (BMRC) stake by 34% in Q2 2026, selling an estimated $193K and leaving 14,619 shares worth $405K. The position accounts for ﹤0.01% of the portfolio, ranked #2731.

SEI Investments first reported a position in BMRC in Q3 2017 and has held it in 14 quarters since. The position peaked at $8.79M in Q3 2017. 142 funds tracked by Wall St. Rank hold BMRC as of Q2 2026.

SEI Investments held 14,619 shares of Bank of Marin Bancorp worth $405K as of Q2 2026.
SEI Investments sold 7,392 Bank of Marin Bancorp shares in Q2 2026, an estimated $193K.
Bank of Marin Bancorp made up ﹤0.01% of SEI Investments's portfolio in Q2 2026, its #2731 holding.
SEI Investments first reported a position in Bank of Marin Bancorp in Q3 2017 and has held it in 14 quarters since.
SEI Investments's Bank of Marin Bancorp position peaked at $8.79M in Q3 2017.
142 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q2 2026.

Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.