True Wealth Design
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True Wealth Design’s Bank of Marin Bancorp BMRC Stock Holding History

True Wealth Design’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
Q3 		$1.27K Buy
47
+22
+88% +$617 ﹤0.01% 1850
2026
Q2 		$693 Buy
25
+17
+213% +$443 ﹤0.01% 2098
2026
Q1 		$206 Sell
8
-1
-11% -$26 ﹤0.01% 2331
2025
Q4 		$235 Buy
9
+1
+13% +$26 ﹤0.01% 2185
2025
Q3 		$195 Buy
+8
New +$193 ﹤0.01% 2308

Other funds holding BMRC

DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Private Wealth Partners
Private Wealth Partners Mill Valley, California $1.47B AUM 33.05% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Fiduciary Financial Group
Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

True Wealth Design's BMRC Position: Q3 2026 in Review

True Wealth Design increased its Bank of Marin Bancorp (BMRC) stake by 88% in Q3 2026, buying an estimated $617 and bringing the position to 47 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1850.

True Wealth Design first reported a position in BMRC in Q3 2025 and has held it in 5 quarters since. 21 funds tracked by Wall St. Rank hold BMRC as of Q3 2026.

  • True Wealth Design held 47 shares of Bank of Marin Bancorp worth $1.27K as of Q3 2026.
  • True Wealth Design bought 22 Bank of Marin Bancorp shares in Q3 2026, an estimated $617.
  • Bank of Marin Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1850 holding.
  • True Wealth Design first reported a position in Bank of Marin Bancorp in Q3 2025 and has held it in 5 quarters since.
  • 21 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.