Position in BMRC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$501,730
+$146,454 QoQ
Shares Held
18,113
+16.4% QoQ
Ownership
0.112%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#63
of 140 holders
Holding Since
Jun 2021
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BMRC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $1,306,970,627 across 175 Banks - Regional names. BMRC ranks #127 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
968,289 | $238,412,117 | |
| 2 | TFC |
Truist Financial Corp
|
4,483,086 | $223,347,344 | |
| 3 | USB |
US Bancorp De
|
3,203,593 | $193,497,017 | |
| 4 | RF |
Regions Financial Corp
|
2,404,667 | $72,620,943 | |
| 5 | FITB |
Fifth Third Bancorp
|
824,462 | $46,474,922 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
504,589 | $35,356,551 | |
| 7 | MTB |
M&T Bank Corp
|
134,231 | $31,948,320 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
1,505,545 | $26,693,312 |
All Filings in BMRC
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $501,730 | 18,113 | Shares | Sole | 2026-08-07 | |
| 2025-06-30 | $355,276 | 15,555 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,076,552 | 48,779 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,174,951 | 49,430 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $993,048 | 49,430 | Shares | Sole | 2024-11-08 | |
| 2022-06-30 | $222,746 | 7,009 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $245,805 | 7,009 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $257,222 | 6,909 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $221,932 | 5,879 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $924,238 | 28,973 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||