Wellington Management Group
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Wellington Management Group’s Bank of Marin Bancorp BMRC Stock Holding History

Wellington Management Group’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 		– Sell
-632,000
Closed -$16.2M – 1945
2026
Q1 		$16.2M Sell
632,000
-290,642
-32% -$7.54M ﹤0.01% 1097
2025
Q4 		$24M Sell
922,642
-20,892
-2% -$537K ﹤0.01% 970
2025
Q3 		$22.9M Buy
943,534
+687,615
+269% +$16.6M ﹤0.01% 973
2025
Q2 		$5.85M Buy
255,919
+180,341
+239% +$3.84M ﹤0.01% 1349
2025
Q1 		$1.67M Buy
+75,578
New +$1.79M ﹤0.01% 1595
2023
Q3 		– Sell
-72,100
Closed -$1.27M – 1813
2023
Q2 		$1.27M Buy
+72,100
New +$1.31M ﹤0.01% 1567
2017
Q4 		– Sell
-62,780
Closed -$2.15M – 2213
2017
Q3 		$2.15M Hold
62,780
– – ﹤0.01% 1705
2017
Q2 		$1.93M Sell
62,780
-80,896
-56% -$2.57M ﹤0.01% 1715
2017
Q1 		$4.62M Buy
+143,676
New +$4.88M ﹤0.01% 1478
2016
Q2 		– Sell
-246,790
Closed -$6.07M – 2089
2016
Q1 		$6.07M Sell
246,790
-59,282
-19% -$1.49M ﹤0.01% 1311
2015
Q4 		$8.17M Sell
306,072
-94,296
-24% -$2.51M ﹤0.01% 1231
2015
Q3 		$9.61M Sell
400,368
-23,474
-6% -$569K ﹤0.01% 1177
2015
Q2 		$10.8M Sell
423,842
-59,814
-12% -$1.5M ﹤0.01% 1210
2015
Q1 		$12.3M Sell
483,656
-4,412
-0.9% -$111K ﹤0.01% 1190
2014
Q4 		$12.8M Sell
488,068
-15,792
-3% -$392K ﹤0.01% 1162
2014
Q3 		$11.6M Sell
503,860
-20,200
-4% -$467K ﹤0.01% 1194
2014
Q2 		$11.9M Sell
524,060
-1,280
-0.2% -$28.5K ﹤0.01% 1201
2014
Q1 		$11.8M Buy
525,340
+24,400
+5% +$537K ﹤0.01% 1195
2013
Q4 		$10.9M Buy
500,940
+16,500
+3% +$357K ﹤0.01% 1217
2013
Q3 		$10.1M Buy
484,440
+150,800
+45% +$3.15M ﹤0.01% 1212
2013
Q2 		$6.67M Buy
+333,640
New +$6.57M ﹤0.01% 1337

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

Wellington Management Group's BMRC Position: Q2 2026 in Review

Wellington Management Group sold out of Bank of Marin Bancorp (BMRC) in Q2 2026, closing a stake of 632,000 shares — an estimated $16.2M sold.

Wellington Management Group first reported a position in BMRC in Q2 2013 and held it in 21 quarters. The position peaked at $24M in Q4 2025. 143 funds tracked by Wall St. Rank hold BMRC as of Q2 2026.

  • Wellington Management Group reported no remaining Bank of Marin Bancorp position as of Q2 2026 after selling out during the quarter.
  • Wellington Management Group sold 632,000 Bank of Marin Bancorp shares in Q2 2026, an estimated $16.2M.
  • Wellington Management Group first reported a position in Bank of Marin Bancorp in Q2 2013 and held it in 21 quarters.
  • Wellington Management Group's Bank of Marin Bancorp position peaked at $24M in Q4 2025.
  • 143 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.