Perigon Wealth Management, LLC

Position in BMRC — Bank of Marin Bancorp

CIK 1575239 SAN FRANCISCO, CA

Position in BMRC

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,686,569

+$121,063 QoQ

Shares Held

60,887

-0.3% QoQ

Ownership

0.376%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#37

of 140 holders

Holding Since

Dec 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Perigon Wealth Management, LLC holds $23,435,476 across 32 Banks - Regional names. BMRC ranks #5 (7.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RF	Regions Financial Corp	105,629	$3,189,995
2	FITB	Fifth Third Bancorp	55,876	$3,149,730
3	PNC	Pnc Financial Services Group, Inc.	10,107	$2,488,545
4	ZION	Zions Bancorporation, National Association /Ut/	25,118	$1,737,914
5	BMRC	Bank of Marin Bancorp This page	60,887	$1,686,569
6	USB	US Bancorp De	23,174	$1,399,709
7	BOH	Bank Of Hawaii Corp	16,090	$1,311,174
8	TFC	Truist Financial Corp	16,075	$800,856

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,686,569	60,887	-0.3%	Shares	Sole	2026-08-07
2026-03-31	$1,565,506	61,081	-0.4%	Shares	Sole	2026-04-10
2025-12-31	$1,594,386	61,299	-0.7%	Shares	Sole	2026-01-16
2025-09-30	$1,499,338	61,752	-0.9%	Shares	Sole	2025-10-17
2025-06-30	$1,422,749	62,292	-0.3%	Shares	Sole	2025-07-16
2025-03-31	$1,378,911	62,479	-0.1%	Shares	Sole	2025-04-23
2024-12-31	$1,485,957	62,514	-1.1%	Shares	Sole	2025-01-22
2024-09-30	$1,270,411	63,236	+0.0%	Shares	Sole	2024-10-16
2024-06-30	$1,023,628	63,226	+0.0%	Shares	Sole	2024-08-02
2024-03-31	$1,060,132	63,216	-1.2%	Shares	Sole	2024-04-29
2023-12-31	$1,409,390	64,005	+1.9%	Shares	Sole	2024-01-29
2023-09-30	$1,148,057	62,804	-1.9%	Shares	Sole	2023-10-30
2023-06-30	$1,130,915	64,002	+6313.0%	Shares	Sole	2023-08-02
2020-12-31	$34,271	998	—	Shares	Sole	2021-01-28
No filing history on record for this holder in this stock.