Position in BMRC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$644,246
+$48,144 QoQ
Shares Held
23,258
0.0% QoQ
Ownership
0.144%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#54
of 140 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in BMRC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Freestone Capital Holdings, LLC holds $5,735,223 across 8 Banks - Regional names. BMRC ranks #6 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | QCRH |
Qcr Holdings Inc
|
10,674 | $1,039,113 | |
| 2 | USB |
US Bancorp De
|
14,609 | $882,383 | |
| 3 | HFWA |
Heritage Financial Corp /Wa/
|
26,212 | $776,399 | |
| 4 | AVBC |
Avidia Bancorp, Inc.
|
34,756 | $729,528 | |
| 5 | TCBK |
Trico Bancshares /
|
12,116 | $652,446 | |
| 6 | BMRC |
Bank of Marin Bancorp
This page
|
23,258 | $644,246 | |
| 7 | PNC |
Pnc Financial Services Group, Inc.
|
2,091 | $514,846 | |
| 8 | COLB |
Columbia Banking System, Inc.
|
15,484 | $496,262 |
All Filings in BMRC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $644,246 | 23,258 | Shares | Defined | 2026-07-31 | |
| 2026-03-31 | $596,102 | 23,258 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $604,940 | 23,258 | Shares | Defined | 2026-01-23 | |
| 2025-09-30 | $564,704 | 23,258 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $531,212 | 23,258 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $513,304 | 23,258 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $552,842 | 23,258 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $467,253 | 23,258 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $376,547 | 23,258 | Shares | Defined | 2024-11-22 | |
| 2024-03-31 | $390,036 | 23,258 | Shares | Defined | 2024-11-22 | |
| 2023-12-31 | $512,141 | 23,258 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $425,156 | 23,258 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $410,968 | 23,258 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $509,117 | 23,258 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $764,723 | 23,258 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $696,577 | 23,258 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $739,139 | 23,258 | Shares | Defined | 2022-08-09 | |
| 2022-03-31 | $815,658 | 23,258 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $865,895 | 23,258 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $877,989 | 23,258 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $741,930 | 23,258 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $910,783 | 23,258 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $798,679 | 23,258 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $673,551 | 23,258 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $775,189 | 23,258 | Shares | Defined | 2020-08-04 | |
| 2020-03-31 | $697,740 | 23,258 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||