Position in BMRC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$671,198
+$50,158 QoQ
Shares Held
24,231
0.0% QoQ
Ownership
0.150%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#51
of 140 holders
Holding Since
Dec 2023
11 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, 2026Wealthspire Advisors, LLC holds $38,069,507 across 25 Banks - Regional names. BMRC ranks #13 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBNK |
Capital Bancorp Inc
|
291,615 | $10,241,518 | |
| 2 | BWFG |
Bankwell Financial Group, Inc.
|
87,538 | $5,142,857 | |
| 3 | UBSI |
United Bankshares Inc/Wv
|
102,945 | $4,717,969 | |
| 4 | AUB |
Atlantic Union Bankshares Corp
|
59,958 | $2,536,822 | |
| 5 | USB |
US Bancorp De
|
28,816 | $1,740,486 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
6,640 | $1,634,900 | |
| 7 | JMSB |
John Marshall Bancorp, Inc.
|
64,333 | $1,402,459 | |
| 8 | TFC |
Truist Financial Corp
|
27,175 | $1,353,858 |
All Filings in BMRC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $671,198 | 24,231 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $621,040 | 24,231 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $644,293 | 24,771 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $498,347 | 20,525 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $468,791 | 20,525 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $486,775 | 22,056 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $487,879 | 20,525 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $442,502 | 22,026 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $332,299 | 20,525 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $344,204 | 20,525 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $355,072 | 16,125 | Shares | Sole | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||