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Whipplewood Advisors’s Bank of Marin Bancorp BMRC Stock Holding History

Whipplewood 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
2025
Q2 		– Sell
-173
Closed -$309 – 1211
2025
Q1 		$309 Buy
173
+145
+518% +$3.44K ﹤0.01% 1172
2024
Q4 		$666 Buy
+28
New +$661 ﹤0.01% 1079

Other funds holding BMRC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Whipplewood Advisors's BMRC Position: Q2 2025 in Review

Whipplewood Advisors sold out of Bank of Marin Bancorp (BMRC) in Q2 2025, closing a stake of 173 shares — an estimated $309 sold.

Whipplewood Advisors first reported a position in BMRC in Q4 2024 and held it in 2 quarters. The position peaked at $666 in Q4 2024. 119 funds tracked by Wall St. Rank hold BMRC as of Q2 2025.

  • Whipplewood Advisors reported no remaining Bank of Marin Bancorp position as of Q2 2025 after selling out during the quarter.
  • Whipplewood Advisors sold 173 Bank of Marin Bancorp shares in Q2 2025, an estimated $309.
  • Whipplewood Advisors first reported a position in Bank of Marin Bancorp in Q4 2024 and held it in 2 quarters.
  • Whipplewood Advisors's Bank of Marin Bancorp position peaked at $666 in Q4 2024.
  • 119 funds tracked by Wall St. Rank held Bank of Marin Bancorp as of Q2 2025.

Based on Whipplewood Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.