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Stephens Inc’s Bank of Marin Bancorp BMRC Stock Holding History

Stephens Inc’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
2025
Q4 		– Sell
-11,343
Closed -$275K – 1312
2025
Q3 		$275K Hold
11,343
– – ﹤0.01% 1087
2025
Q2 		$259K Hold
11,343
– – ﹤0.01% 1072
2025
Q1 		$250K Buy
+11,343
New +$269K ﹤0.01% 1060

Other funds holding BMRC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Stephens Inc's BMRC Position: Q4 2025 in Review

Stephens Inc sold out of Bank of Marin Bancorp (BMRC) in Q4 2025, closing a stake of 11,343 shares — an estimated $275K sold.

Stephens Inc first reported a position in BMRC in Q1 2025 and held it in 3 quarters. The position peaked at $275K in Q3 2025. 133 funds tracked by Wall St. Rank hold BMRC as of Q4 2025.

  • Stephens Inc reported no remaining Bank of Marin Bancorp position as of Q4 2025 after selling out during the quarter.
  • Stephens Inc sold 11,343 Bank of Marin Bancorp shares in Q4 2025, an estimated $275K.
  • Stephens Inc first reported a position in Bank of Marin Bancorp in Q1 2025 and held it in 3 quarters.
  • Stephens Inc's Bank of Marin Bancorp position peaked at $275K in Q3 2025.
  • 133 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q4 2025.

Based on Stephens Inc's 13F filing for Q4 2025, filed 5 Feb 2026.