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Summit Securities Group’s Bank of Marin Bancorp BMRC Stock Holding History

Summit Securities Group’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
Q3 		– Sell
-346
Closed -$7.9K – 1049
2025
Q2 		$7.9K Buy
+346
New +$7.37K ﹤0.01% 920

Other funds holding BMRC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Summit Securities Group's BMRC Position: Q3 2025 in Review

Summit Securities Group sold out of Bank of Marin Bancorp (BMRC) in Q3 2025, closing a stake of 346 shares — an estimated $7.9K sold.

Summit Securities Group first reported a position in BMRC in Q2 2025 and held it in 1 quarter. The position peaked at $7.9K in Q2 2025. 138 funds tracked by Wall St. Rank hold BMRC as of Q3 2025.

  • Summit Securities Group reported no remaining Bank of Marin Bancorp position as of Q3 2025 after selling out during the quarter.
  • Summit Securities Group sold 346 Bank of Marin Bancorp shares in Q3 2025, an estimated $7.9K.
  • Summit Securities Group first reported a position in Bank of Marin Bancorp in Q2 2025 and held it in 1 quarter.
  • Summit Securities Group's Bank of Marin Bancorp position peaked at $7.9K in Q2 2025.
  • 138 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.