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SummerHaven Investment Management’s Bank of Marin Bancorp BMRC Stock Holding History

SummerHaven Investment 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 		$733K Sell
28,609
-4,310
-13% -$112K 0.45% 115
2025
Q4 		$856K Hold
32,919
– – 0.49% 100
2025
Q3 		$799K Buy
+32,919
New +$796K 0.47% 133

Other funds holding BMRC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
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)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SummerHaven Investment Management's BMRC Position: Q1 2026 in Review

SummerHaven Investment Management reduced its Bank of Marin Bancorp (BMRC) stake by 13% in Q1 2026, selling an estimated $112K and leaving 28,609 shares worth $733K. The position accounts for 0.45% of the portfolio, ranked #115.

SummerHaven Investment Management first reported a position in BMRC in Q3 2025 and has held it in 3 quarters since. The position peaked at $856K in Q4 2025. 140 funds tracked by Wall St. Rank hold BMRC as of Q1 2026.

  • SummerHaven Investment Management held 28,609 shares of Bank of Marin Bancorp worth $733K as of Q1 2026.
  • SummerHaven Investment Management sold 4,310 Bank of Marin Bancorp shares in Q1 2026, an estimated $112K.
  • Bank of Marin Bancorp made up 0.45% of SummerHaven Investment Management's portfolio in Q1 2026, its #115 holding.
  • SummerHaven Investment Management first reported a position in Bank of Marin Bancorp in Q3 2025 and has held it in 3 quarters since.
  • SummerHaven Investment Management's Bank of Marin Bancorp position peaked at $856K in Q4 2025.
  • 140 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q1 2026.

Based on SummerHaven Investment Management's 13F filing for Q1 2026, filed 24 Apr 2026.