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Bank of Marin Bancorp (BMRC)

CUSIP: 063425102 | NYSE | Financial Services · Banks - Regional | Small Cap | 415 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Dimensional Fund Advisors LP633,755
0.0% of portfolio›$17.2M
Deprince Race & Zollo Inc154,689
0.1% of portfolio›$4.2M
Creative Planning119,788
0.0% of portfolio›$3.2M
Private Wealth Partners, LLC36,983
0.1% of portfolio›$1.0M
Y-Intercept (Hong Kong) Ltd26,306
0.0% of portfolio›$712.4K
Princeton Capital Management LLC15,059
0.1% of portfolio›$407.8K
Bridge City Capital, LLC14,170
0.1% of portfolio›$383.7K
Wealth Enhancement Advisory Services, LLC13,204
0.0% of portfolio›$358.3K
Apella Capital, LLC12,107
0.0% of portfolio›$325.3K
Fiduciary Financial Group, LLC12,000
0.0% of portfolio›$325.0K
Citigroup Inc11,311
0.0% of portfolio›$306.3K
Lodestar Private Asset Management LLC11,005
0.0% of portfolio›$298.0K
KCM Investment Advisors LLC9,240
0.0% of portfolio›$250.2K
Parallel Advisors, LLC3,109
0.0% of portfolio›$84.2K
DeDora Capital, Inc.2,854
0.0% of portfolio›$77.3K
Versant Capital Management, Inc1,567
0.0% of portfolio›$42.4K
Signaturefd, LLC1,226
0.0% of portfolio›$33.2K
Pinnacle Wealth Planning Services, Inc.1,003
0.0% of portfolio›$27.2K
Golden State Wealth Management, LLC1,000
0.0% of portfolio›$27.1K
Gamma Investing LLC922
0.0% of portfolio›$25.0K
EverSource Wealth Advisors, LLC484
0.0% of portfolio›$13.1K
Sterling Capital Management LLC307
0.0% of portfolio›$8.3K
IFP Advisors, Inc275
0.0% of portfolio›$7.4K
Essential Partners LLC203
0.0% of portfolio›$5.5K
Private Wealth Management Group, LLC186
0.0% of portfolio›$5.0K
Farther Finance Advisors, LLC162
0.0% of portfolio›$4.4K
SJS Investment Consulting Inc.105
0.0% of portfolio›$2.8K
Torren Management, LLC66
0.0% of portfolio›$1.8K
Fortitude Family Office, LLC61
0.0% of portfolio›$1.7K
Physician Wealth Advisors, Inc.52
0.0% of portfolio›$1.4K
True Wealth Design, LLC47
0.0% of portfolio›$1.3K
Parkside Financial Bank & Trust40
0.0% of portfolio›$1.1K
Nisa Investment Advisors, LLC32
0.0% of portfolio›$867
Root Financial Partners, LLC29
0.0% of portfolio›$785
MassMutual Private Wealth & Trust, FSB23
0.0% of portfolio›$623
Breakwater Investment Management14
0.0% of portfolio›$380
Caitong International Asset Management Co., Ltd9
0.0% of portfolio›$244
SBI Securities Co., Ltd.4
0.0% of portfolio›$108
IMG Wealth Management, Inc.3
0.0% of portfolio›$81
Cullen T Bankers, Inc.1
0.0% of portfolio›$35
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
633,755$17.2M0.0%IndexLowAustin, TX2026-11-04
Deprince Race & Zollo Inc
154,689$4.2M0.1%Deep ValueHighWinter Park, FL2026-10-13
Creative Planning
119,788$3.2M0.0%IndexVery LowOverland Park, KS2026-11-02
Private Wealth Partners, LLC
36,983$1.0M0.1%GrowthLowMill Valley, CA2026-10-22
Y-Intercept (Hong Kong) Ltd
26,306$712.4K0.0%ValueVery HighHong Kong, South Korea2026-10-16
Princeton Capital Management LLC
15,059$407.8K0.1%Agg GrowthLowRed Bank, NJ2026-10-27
Bridge City Capital, LLC
14,170$383.7K0.1%ValueMediumLake Oswego, OR2026-10-29
Wealth Enhancement Advisory Services, LLC
13,204$358.3K0.0%CoreLowPlymouth, MN2026-10-13
Apella Capital, LLC
12,107$325.3K0.0%ETFVery LowWest Hartford, CT2026-10-08
Fiduciary Financial Group, LLC
12,000$325.0K0.0%ETFLowSan Rafael, CA2026-10-13
Citigroup Inc
11,311$306.3K0.0%CoreMediumNew York, NY2026-11-04
Lodestar Private Asset Management LLC
11,005$298.0K0.0%ETFLowAlamo, CA2026-10-26
KCM Investment Advisors LLC
9,240$250.2K0.0%CoreVery LowGreenbrae, CA2026-10-27
Parallel Advisors, LLC
3,109$84.2K0.0%IndexLowSan Francisco, CA2026-11-03
DeDora Capital, Inc.
2,854$77.3K0.0%ETFVery LowNapa, CA2026-10-26
Versant Capital Management, Inc
1,567$42.4K0.0%GARPLowPhoenix, AZ2026-10-02
Signaturefd, LLC
1,226$33.2K0.0%IndexLowAtlanta, GA2026-10-23
Pinnacle Wealth Planning Services, Inc.
1,003$27.2K0.0%GARPLowMansfield, OH2026-10-27
Golden State Wealth Management, LLC
1,000$27.1K0.0%ETFMediumSanta Ana, CA2026-11-02
Gamma Investing LLC
922$25.0K0.0%IndexVery LowFoster City, CA2026-10-08
EverSource Wealth Advisors, LLC
484$13.1K0.0%CoreMediumBirmingham, AL2026-11-04
Sterling Capital Management LLC
307$8.3K0.0%GARPMediumCharlotte, NC2026-10-22
IFP Advisors, Inc
275$7.4K0.0%GrowthLowTampa, FL2026-10-16
Essential Partners LLC
203$5.5K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Private Wealth Management Group, LLC
186$5.0K0.0%ETFLowPrinceton, NJ2026-10-19
Farther Finance Advisors, LLC
162$4.4K0.0%IndexLowSan Francisco, CA2026-10-08
SJS Investment Consulting Inc.
105$2.8K0.0%ETFVery LowSylvania, OH2026-10-26
Torren Management, LLC
66$1.8K0.0%ETFMediumSan Diego, CA2026-10-29
Fortitude Family Office, LLC
61$1.7K0.0%ETFMediumScottsdale, AZ2026-10-14
Physician Wealth Advisors, Inc.
52$1.4K0.0%ETFMediumMidvale, UT2026-10-20
True Wealth Design, LLC
47$1.3K0.0%ETFMediumAkron, OH2026-10-13
Parkside Financial Bank & Trust
40$1.1K0.0%CoreVery LowSaint Louis, MO2026-10-27
Nisa Investment Advisors, LLC
32$8670.0%IndexVery LowSt. Louis, MO2026-10-20
Root Financial Partners, LLC
29$7850.0%ETFMediumEncinitas, CA2026-10-21
MassMutual Private Wealth & Trust, FSB
23$6230.0%CoreLowSpringfield, MA2026-10-05
Breakwater Investment Management
14$3800.0%ETFLowSeattle, WA2026-10-20
Caitong International Asset Management Co., Ltd
9$2440.0%GrowthVery HighHong Kong, South Korea2026-10-29
SBI Securities Co., Ltd.
4$1080.0%Agg GrowthLowTokyo, Mexico2026-10-22
IMG Wealth Management, Inc.
3$810.0%ETFMediumJacksonville, FL2026-10-27
Cullen T Bankers, Inc.
1$350.0%GrowthLowSan Antonio, TX2026-10-28