Position in BMRC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,024,429
+$76,555 QoQ
Shares Held
36,983
0.0% QoQ
Ownership
0.228%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#42
of 140 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BMRC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Private Wealth Partners, LLC holds $1,210,133 across 2 Banks - Regional names. BMRC ranks #1 (84.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BMRC |
Bank of Marin Bancorp
This page
|
36,983 | $1,024,429 | |
| 2 | NU |
Nu Holdings Ltd.
|
13,900 | $185,704 |
All Filings in BMRC
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,024,429 | 36,983 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $947,874 | 36,983 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $961,927 | 36,983 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $897,947 | 36,983 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $844,691 | 36,983 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $816,214 | 36,983 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $879,085 | 36,983 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $742,988 | 36,983 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $598,754 | 36,983 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $620,204 | 36,983 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $814,365 | 36,983 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $658,080 | 36,000 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $636,120 | 36,000 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $788,040 | 36,000 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,183,680 | 36,000 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $539,100 | 18,000 | Shares | Sole | 2022-10-27 | |
| No filing history on record for this holder in this stock. | ||||||