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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
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

WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM

True Wealth Design's BMRC Position: Q2 2026 in Review

True Wealth Design increased its Bank of Marin Bancorp (BMRC) stake by 213% in Q2 2026, buying an estimated $443 and bringing the position to 25 shares worth $693. The position accounts for ﹤0.01% of the portfolio, ranked #2098.

True Wealth Design first reported a position in BMRC in Q3 2025 and has held it in 4 quarters since. 9 funds tracked by Wall St. Rank hold BMRC as of Q2 2026.

  • True Wealth Design held 25 shares of Bank of Marin Bancorp worth $693 as of Q2 2026.
  • True Wealth Design bought 17 Bank of Marin Bancorp shares in Q2 2026, an estimated $443.
  • Bank of Marin Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2098 holding.
  • True Wealth Design first reported a position in Bank of Marin Bancorp in Q3 2025 and has held it in 4 quarters since.
  • 9 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.