SVB Wealth’s Bank of Marin Bancorp BMRC Stock Holding History

SVB Wealth’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 Q2	–	Sell	-168	Closed	-$3.71K	–	669
2025 Q1	$3.71K	Buy	+168	New	+$3.99K	﹤0.01%	1094

Other funds holding BMRC

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

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

HAM

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

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

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

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

SVB Wealth's BMRC Position: Q2 2025 in Review

SVB Wealth sold out of Bank of Marin Bancorp (BMRC) in Q2 2025, closing a stake of 168 shares — an estimated $3.71K sold.

SVB Wealth first reported a position in BMRC in Q1 2025 and held it in 1 quarter. The position peaked at $3.71K in Q1 2025. 119 funds tracked by Wall St. Rank hold BMRC as of Q2 2025.

SVB Wealth reported no remaining Bank of Marin Bancorp position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 168 Bank of Marin Bancorp shares in Q2 2025, an estimated $3.71K.
SVB Wealth first reported a position in Bank of Marin Bancorp in Q1 2025 and held it in 1 quarter.
SVB Wealth's Bank of Marin Bancorp position peaked at $3.71K in Q1 2025.
119 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.