Wealth Enhancement Advisory Services
BMRC icon

Wealth Enhancement Advisory Services’s Bank of Marin Bancorp BMRC Stock Holding History

Wealth Enhancement Advisory Services’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 		$266K Buy
+9,357
New +$244K ﹤0.01% 3314

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
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
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Wealth Enhancement Advisory Services's BMRC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in Bank of Marin Bancorp (BMRC) in Q2 2026: 9,357 shares worth $266K. The stake represents ﹤0.01% of the portfolio and ranks #3314 among its holdings.

9 funds tracked by Wall St. Rank hold BMRC as of Q2 2026.

  • Wealth Enhancement Advisory Services held 9,357 shares of Bank of Marin Bancorp worth $266K as of Q2 2026.
  • Bank of Marin Bancorp was a new Wealth Enhancement Advisory Services position in Q2 2026.
  • Bank of Marin Bancorp made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3314 holding.
  • 9 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.