Golden State Wealth Management, LLC
Position in BMRC — Bank of Marin Bancorp
CIK 1776033
SANTA ANA, CA
Position in BMRC
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$27,700
+$2,070 QoQ
Shares Held
1,000
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#112
of 140 holders
Holding Since
Mar 2020
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BMRC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Golden State Wealth Management, LLC holds $1,517,684 across 25 Banks - Regional names. BMRC ranks #14 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COLB |
Columbia Banking System, Inc.
|
6,693 | $214,510 | |
| 2 | TCBK |
Trico Bancshares /
|
3,753 | $202,099 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
718 | $176,785 | |
| 4 | FNRN |
First Northern Community Bancorp
|
9,121 | $163,630 | |
| 5 | USB |
US Bancorp De
|
2,011 | $121,464 | |
| 6 | FCNCA |
First Citizens Bancshares Inc /De/
|
48 | $99,877 | |
| 7 | MTB |
M&T Bank Corp
|
416 | $99,012 | |
| 8 | TFC |
Truist Financial Corp
|
1,938 | $96,551 |
All Filings in BMRC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,700 | 1,000 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $25,630 | 1,000 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $26,010 | 1,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $24,280 | 1,000 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $22,840 | 1,000 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $22,070 | 1,000 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $23,770 | 1,000 | Shares | Sole | 2025-01-28 | |
| 2020-09-30 | $28,960 | 1,000 | Shares | Sole | 2020-11-12 | |
| 2020-03-31 | $26,940 | 898 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||