UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in BMRC — Bank of Marin Bancorp
CIK 1463217
IRVING, TX
Position in BMRC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,305,643
New position
Shares Held
50,942
first reported quarter
Ownership
0.315%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Mar 31, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $56,458,897 across 60 Banks - Regional names. BMRC ranks #14 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | QCRH |
Qcr Holdings Inc
|
64,826 | $5,539,381 | |
| 2 | USB |
US Bancorp De
|
69,327 | $3,605,697 | |
| 3 | FITB |
Fifth Third Bancorp
|
74,595 | $3,465,683 | |
| 4 | TFC |
Truist Financial Corp
|
65,157 | $2,995,267 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
14,073 | $2,928,450 | |
| 6 | HDB |
Hdfc Bank Ltd
|
110,536 | $2,750,135 | |
| 7 | MTB |
M&T Bank Corp
|
11,436 | $2,364,049 | |
| 8 | RF |
Regions Financial Corp
|
72,591 | $1,896,076 |
All Filings in BMRC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,305,643 | 50,942 | Shares | Defined | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||