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Westmount Partners’s Bank of Marin Bancorp BMRC Stock Holding History

Westmount Partners’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 		$3.2M Hold
115,484
– – 0.7% 27
2026
Q1 		$2.96M Buy
115,484
+925
+0.8% +$24K 0.73% 26
2025
Q4 		$2.98M Buy
+114,559
New +$2.95M 0.74% 26

Other funds holding BMRC

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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

Westmount Partners's BMRC Position: Q2 2026 in Review

Westmount Partners held its Bank of Marin Bancorp (BMRC) position steady in Q2 2026 at 115,484 shares worth $3.2M. The position accounts for 0.7% of the portfolio, ranked #27.

Westmount Partners first reported a position in BMRC in Q4 2025 and has held it in 3 quarters since. 10 funds tracked by Wall St. Rank hold BMRC as of Q2 2026.

  • Westmount Partners held 115,484 shares of Bank of Marin Bancorp worth $3.2M as of Q2 2026.
  • Westmount Partners left its Bank of Marin Bancorp share count unchanged in Q2 2026.
  • Bank of Marin Bancorp made up 0.7% of Westmount Partners's portfolio in Q2 2026, its #27 holding.
  • Westmount Partners first reported a position in Bank of Marin Bancorp in Q4 2025 and has held it in 3 quarters since.
  • 10 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.