Simplex Trading’s Bank of Marin Bancorp BMRC Stock Holding History

Simplex Trading’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 Q1	$5.13K	Buy	+200	New	+$5.19K	﹤0.01%	7879
2025 Q4	–	Sell	-700	Closed	-$16K	–	8600
2025 Q3	$16K	Hold	700	–	–	﹤0.01%	7515
2025 Q2	$15K	Hold	700	–	–	﹤0.01%	6987
2025 Q1	$15K	Sell	700 -3,000	-81%	-$71.2K	﹤0.01%	6781
2024 Q4	$87K	Buy	+3,700	New	+$87.3K	﹤0.01%	5305

Other funds holding BMRC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

HAM

HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Simplex Trading's BMRC Position: Q4 2024 in Review

Simplex Trading sold out of Bank of Marin Bancorp (BMRC) in Q4 2024, closing a stake of 461 shares — an estimated $10.9K sold.

Simplex Trading first reported a position in BMRC in Q4 2023 and held it in 4 quarters. The position peaked at $10K in Q4 2023. 116 funds tracked by Wall St. Rank hold BMRC as of Q4 2024.

Simplex Trading reported no remaining Bank of Marin Bancorp position as of Q4 2024 after selling out during the quarter.
Simplex Trading sold 461 Bank of Marin Bancorp shares in Q4 2024, an estimated $10.9K.
Simplex Trading first reported a position in Bank of Marin Bancorp in Q4 2023 and held it in 4 quarters.
Simplex Trading's Bank of Marin Bancorp position peaked at $10K in Q4 2023.
116 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q4 2024.

Based on Simplex Trading's 13F filing for Q4 2024, filed 11 Feb 2025.