Bank of Marin Bancorp (BMRC) — Institutional Holders, Q2 2026 (page 2)
143 institutional investment managers reported a BMRC position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $299.8M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 101 to 143. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
BMRC 13F holders ranked 101–143 of 143
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | Rockefeller Capital Management L.P.#101 · 4,042 sh | 4,042 | $112.0K | <0.01% | +9.6% |
| 102 | Allworth Financial#102 · 3,158 sh | 3,158 | $87.5K | <0.01% | +1.8% |
| 103 | Parallel Advisors#103 · 3,109 sh | 3,109 | $86.1K | <0.01% | 0.0% |
| 104 | ROYAL BANK OF CANADA#104 · 2,740 sh | 2,740 | $77.0K | 0.00% | +50.4% |
| 105 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#105 · 1,800 sh | 1,800 | $49.9K | 0.00% | 0.0% |
| 106 | Versant Capital Management#106 · 1,567 sh | 1,567 | $43.4K | — | 0.0% |
| 107 | Legal & General Group Plc#107 · 1,549 sh | 1,549 | $42.9K | 0.00% | +14.0% |
| 108 | GREAT WEST LIFE ASSURANCE#108 · 1,459 sh | 1,459 | $40.0K | <0.01% | -7.0% |
| 109 | Ameritas Investment Partners#109 · 1,196 sh | 1,196 | $33.1K | <0.01% | 0.0% |
| 110 | Tower Research Capital (TRC)#110 · 1,126 sh | 1,126 | $31.2K | <0.01% | -11.8% |
| 111 | SIGNATUREFD#111 · 1,091 sh | 1,091 | $30.2K | — | +1.6% |
| 112 | Pinnacle Wealth Planning Services#112 · 1,003 sh | 1,003 | $27.8K | — | -20.5% |
| 113 | Golden State Wealth Management#113 · 1,000 sh | 1,000 | $27.7K | <0.01% | 0.0% |
| 114 | Integrated Wealth Concepts#114 · 837 sh | 837 | $23.2K | <0.01% | New |
| 115 | GAMMA Investing#115 · 792 sh | 792 | $21.9K | — | +0.6% |
| 116 | PNC FINANCIAL SERVICES GROUP#116 · 523 sh | 523 | $14.5K | 0.00% | +5.9% |
| 117 | EverSource Wealth Advisors#117 · 471 sh | 471 | $13.0K | <0.01% | +86.9% |
| 118 | HARBOUR INVESTMENTS#118 · 400 sh | 400 | $11.1K | <0.01% | 0.0% |
| 119 | Smartleaf Asset Management#119 · 333 sh | 333 | $9.2K | <0.01% | 0.0% |
| 120 | Sterling Capital Management#120 · 302 sh | 302 | $8.4K | — | -38.1% |
| 121 | MassMutual Private Wealth & , FSB#121 · 237 sh | 237 | $6.6K | — | 0.0% |
| 122 | FIFTH THIRD BANCORP#122 · 227 sh | 227 | $6.3K | 0.00% | 0.0% |
| 123 | Private Wealth Management Group#123 · 200 sh | 200 | $5.5K | — | 0.0% |
| 124 | Essential Partners#124 · 181 sh | 181 | $5.0K | — | -33.0% |
| 125 | IFP Advisors#125 · 165 sh | 165 | $4.6K | — | +153.8% |
| 126 | ROTHSCHILD INVESTMENT#126 · 124 sh | 124 | $3.4K | <0.01% | +79.7% |
| 127 | Farther Finance Advisors#127 · 84 sh | 84 | $2.3K | — | +25.4% |
| 128 | Physician Wealth Advisors#128 · 75 sh | 75 | $2.1K | — | +10.3% |
| 129 | Torren Management#129 · 66 sh | 66 | $1.8K | <0.01% | 0.0% |
| 130 | Fortitude Family Office#130 · 61 sh | 61 | $1.7K | — | -28.2% |
| 131 | Parkside Financial Bank#131 · 50 sh | 50 | $1.4K | — | +100.0% |
| 132 | Optiver Holding B.V.#132 · 36 sh | 36 | $997.00 | 0.00% | -75.7% |
| 133 | Basecamp Wealth Advisors#133 · 33 sh | 33 | $914.00 | <0.01% | +50.0% |
| 134 | NISA INVESTMENT ADVISORS#134 · 32 sh | 32 | $886.00 | — | 0.0% |
| 135 | True Wealth Design#135 · 25 sh | 25 | $693.00 | — | +212.5% |
| 136 | Caitong International Asset Management , Ltd#136 · 9 sh | 9 | $249.00 | 0.00% | New |
| 137 | OSAIC#137 · 8 sh | 8 | $222.00 | 0.00% | 0.0% |
| 138 | SBI Securities , Ltd.#138 · 4 sh | 4 | $111.00 | — | -73.3% |
| 139 | SJS Investment Consulting#139 · 4 sh | 4 | $111.00 | — | New |
| 140 | IMG Wealth Management#140 · 3 sh | 3 | $83.00 | — | New |
| 141 | CULLEN/FROST BANKERS#141 · 1 sh | 1 | $35.00 | 0.00% | -95.7% |
| 142 | Avion Wealth#142 · 24 sh | 24 | $0.00 | 0.00% | 0.0% |
| 143 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#143 · 206 sh | 206 | — | — | -74.2% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.