Creative Planning

Position in BMRC — Bank of Marin Bancorp

CIK 1540235 OVERLAND PARK, KS

Position in BMRC

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,833,767

+$373,063 QoQ

Shares Held

66,201

+16.2% QoQ

Ownership

0.409%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#36

of 140 holders

Holding Since

Mar 2022

10 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

Creative Planning holds $934,160,812 across 209 Banks - Regional names. BMRC ranks #104 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De	834,708	$50,416,362
2	PNC	Pnc Financial Services Group, Inc.	139,365	$34,314,449
3	KB	KB Financial Group Inc.	298,911	$31,373,698
4	CFG	Citizens Financial Group Inc/Ri	434,304	$30,431,680
5	WF	Woori Financial Group Inc.	519,254	$29,805,179
6	SHG	Shinhan Financial Group Co Ltd	471,068	$29,795,050
7	FITB	Fifth Third Bancorp	455,485	$25,675,688
8	TFC	Truist Financial Corp	513,102	$25,562,741

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,833,767	66,201	+16.2%	Shares	Defined	2026-08-13
2026-03-31	$1,460,704	56,992	-8.1%	Shares	Sole	2026-05-12
2025-12-31	$1,612,489	61,995	+3.1%	Shares	Sole	2026-02-17
2025-09-30	$1,460,028	60,133	+12.7%	Shares	Sole	2025-11-14
2025-06-30	$1,218,810	53,363	+101.1%	Shares	Defined	2025-08-08
2025-03-31	$585,715	26,539	+16.1%	Shares	Sole	2025-05-15
2024-12-31	$543,500	22,865	+27.2%	Shares	Defined	2025-02-14
2024-09-30	$361,197	17,979	+2744.8%	Shares	Defined	2024-10-11
2023-09-30	$11,552	632	0.0%	Shares	Sole	2023-11-16
2022-03-31	$22,164	632	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.