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 Q1	$1.31M	Buy	+50,942	New	+$1.32M	0.01%	669

Other funds holding BMRC

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

HAM

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

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

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

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

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

United Capital Financial Advisors's BMRC Position: Q1 2026 in Review

United Capital Financial Advisors opened a new position in Bank of Marin Bancorp (BMRC) in Q1 2026: 50,942 shares worth $1.31M. The stake represents 0.01% of the portfolio and ranks #669 among its holdings.

140 funds tracked by Wall St. Rank hold BMRC as of Q1 2026.

United Capital Financial Advisors held 50,942 shares of Bank of Marin Bancorp worth $1.31M as of Q1 2026.
Bank of Marin Bancorp was a new United Capital Financial Advisors position in Q1 2026.
Bank of Marin Bancorp made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #669 holding.
140 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.