Wealthspire Advisors (New York)’s Bank of Marin Bancorp BMRC Stock Holding History

Wealthspire Advisors (New York)’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	$621K	Sell	24,231 -540	-2%	-$14K	﹤0.01%	518
2025 Q4	$644K	Buy	24,771 +4,246	+21%	+$109K	0.01%	538
2025 Q3	$498K	Hold	20,525	–	–	﹤0.01%	536
2025 Q2	$469K	Sell	20,525 -1,531	-7%	-$32.6K	﹤0.01%	557
2025 Q1	$487K	Buy	22,056 +1,531	+7%	+$36.3K	﹤0.01%	520
2024 Q4	$488K	Sell	20,525 -1,501	-7%	-$35.4K	﹤0.01%	521
2024 Q3	$443K	Buy	22,026 +1,501	+7%	+$29.5K	﹤0.01%	519
2024 Q2	$332K	Hold	20,525	–	–	﹤0.01%	517
2024 Q1	$344K	Buy	20,525 +4,400	+27%	+$80.5K	﹤0.01%	495
2023 Q4	$355K	Buy	+16,125	New	+$309K	0.01%	482

Other funds holding BMRC

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

Wealthspire Advisors (New York)'s BMRC Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Bank of Marin Bancorp (BMRC) stake by 2.2% in Q1 2026, selling an estimated $14K and leaving 24,231 shares worth $621K. The position accounts for ﹤0.01% of the portfolio, ranked #518.

Wealthspire Advisors (New York) first reported a position in BMRC in Q4 2023 and has held it in 10 quarters since. The position peaked at $644K in Q4 2025. 140 funds tracked by Wall St. Rank hold BMRC as of Q1 2026.

Wealthspire Advisors (New York) held 24,231 shares of Bank of Marin Bancorp worth $621K as of Q1 2026.
Wealthspire Advisors (New York) sold 540 Bank of Marin Bancorp shares in Q1 2026, an estimated $14K.
Bank of Marin Bancorp made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #518 holding.
Wealthspire Advisors (New York) first reported a position in Bank of Marin Bancorp in Q4 2023 and has held it in 10 quarters since.
Wealthspire Advisors (New York)'s Bank of Marin Bancorp position peaked at $644K in Q4 2025.
140 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.