Smartleaf Asset Management’s Bank of Marin Bancorp BMRC Stock Holding History

Smartleaf Asset Management’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	$8.48K	Hold	333	–	–	﹤0.01%	2407
2025 Q4	$8.78K	Buy	333 +81	+32%	+$2.08K	﹤0.01%	2450
2025 Q3	$6.12K	Buy	252 +108	+75%	+$2.61K	﹤0.01%	2307
2025 Q2	$3.27K	Sell	144 -30	-17%	-$639	﹤0.01%	2181
2025 Q1	$3.82K	Sell	174 -78	-31%	-$1.85K	﹤0.01%	2273
2024 Q4	$5.91K	Sell	252 -179	-42%	-$4.22K	﹤0.01%	2189
2024 Q3	$8.49K	Buy	431 +182	+73%	+$3.58K	﹤0.01%	1860
2024 Q2	$4K	Buy	+249	New	+$3.83K	﹤0.01%	1909

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

Smartleaf Asset Management's BMRC Position: Q1 2026 in Review

Smartleaf Asset Management held its Bank of Marin Bancorp (BMRC) position steady in Q1 2026 at 333 shares worth $8.48K. The position accounts for ﹤0.01% of the portfolio, ranked #2407.

Smartleaf Asset Management first reported a position in BMRC in Q2 2024 and has held it in 8 quarters since. The position peaked at $8.78K in Q4 2025. 140 funds tracked by Wall St. Rank hold BMRC as of Q1 2026.

Smartleaf Asset Management held 333 shares of Bank of Marin Bancorp worth $8.48K as of Q1 2026.
Smartleaf Asset Management left its Bank of Marin Bancorp share count unchanged in Q1 2026.
Bank of Marin Bancorp made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #2407 holding.
Smartleaf Asset Management first reported a position in Bank of Marin Bancorp in Q2 2024 and has held it in 8 quarters since.
Smartleaf Asset Management's Bank of Marin Bancorp position peaked at $8.78K in Q4 2025.
140 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.