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United Capital Financial Advisors’s Bank of Marin Bancorp BMRC Stock Holding History

United Capital Financial Advisors’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 		$960K Sell
34,641
-16,301
-32% -$425K 0.01% 812
2026
Q1 		$1.31M Buy
+50,942
New +$1.32M 0.01% 669

Other funds holding BMRC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.56B AUM 45.42% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

United Capital Financial Advisors's BMRC Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Bank of Marin Bancorp (BMRC) stake by 32% in Q2 2026, selling an estimated $425K and leaving 34,641 shares worth $960K. The position accounts for 0.01% of the portfolio, ranked #812.

United Capital Financial Advisors first reported a position in BMRC in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.31M in Q1 2026. 143 funds tracked by Wall St. Rank hold BMRC as of Q2 2026.

  • United Capital Financial Advisors held 34,641 shares of Bank of Marin Bancorp worth $960K as of Q2 2026.
  • United Capital Financial Advisors sold 16,301 Bank of Marin Bancorp shares in Q2 2026, an estimated $425K.
  • Bank of Marin Bancorp made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #812 holding.
  • United Capital Financial Advisors first reported a position in Bank of Marin Bancorp in Q1 2026 and has held it in 2 quarters since.
  • United Capital Financial Advisors's Bank of Marin Bancorp position peaked at $1.31M in Q1 2026.
  • 143 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.