Position in BMRC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$87,476
+$7,947 QoQ
Shares Held
3,158
+1.8% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#101
of 140 holders
Holding Since
Mar 2020
26 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, 2026Allworth Financial LP holds $72,539,484 across 269 Banks - Regional names. BMRC ranks #63 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
229,948 | $11,456,009 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
29,556 | $7,277,278 | |
| 3 | TCBK |
Trico Bancshares /
|
129,979 | $6,999,369 | |
| 4 | COLB |
Columbia Banking System, Inc.
|
204,688 | $6,560,250 | |
| 5 | USB |
US Bancorp De
|
107,349 | $6,483,879 | |
| 6 | MTB |
M&T Bank Corp
|
24,699 | $5,878,608 | |
| 7 | CBC |
Central Bancompany, Inc.
|
162,310 | $4,930,977 | |
| 8 | FITB |
Fifth Third Bancorp
|
32,846 | $1,851,529 |
All Filings in BMRC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $87,476 | 3,158 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $79,529 | 3,103 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $81,827 | 3,146 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $101,563 | 4,183 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $92,296 | 4,041 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $85,410 | 3,870 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $91,562 | 3,852 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $77,065 | 3,836 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $60,728 | 3,751 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $62,635 | 3,735 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $81,914 | 3,720 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $67,763 | 3,707 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $65,555 | 3,710 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $83,619 | 3,820 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $120,702 | 3,671 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $109,736 | 3,664 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $116,219 | 3,657 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $128,005 | 3,650 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $135,628 | 3,643 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $137,334 | 3,638 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $29,698 | 931 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $36,223 | 925 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $31,558 | 919 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $26,440 | 913 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $30,230 | 907 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $27,000 | 900 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||