FIDUCIARY FINANCIAL GROUP, LLC

Position in BMRC — Bank of Marin Bancorp

CIK 1925420 SAN RAFAEL, CA

Position in BMRC

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$389,711

+$29,123 QoQ

Shares Held

14,069

0.0% QoQ

Ownership

0.087%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#69

of 140 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

FIDUCIARY FINANCIAL GROUP, LLC holds $1,774,591 across 5 Banks - Regional names. BMRC ranks #3 (22.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De	9,704	$586,121
2	PNC	Pnc Financial Services Group, Inc.	2,205	$542,915
3	BMRC	Bank of Marin Bancorp This page	14,069	$389,711
4	MFG	Mizuho Financial Group Inc	15,735	$150,741
5	LYG	Lloyds Banking Group plc	18,028	$105,103

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$389,711	14,069	0.0%	Shares	Sole	2026-07-10
2026-03-31	$360,588	14,069	0.0%	Shares	Sole	2026-04-13
2025-12-31	$365,934	14,069	0.0%	Shares	Sole	2026-01-12
2025-09-30	$341,595	14,069	-6.6%	Shares	Sole	2025-10-10
2025-06-30	$344,175	15,069	-11.2%	Shares	Sole	2025-07-03
2025-03-31	$374,505	16,969	-4.2%	Shares	Sole	2025-04-15
2024-12-31	$420,942	17,709	0.0%	Shares	Sole	2025-01-14
2024-09-30	$355,773	17,709	0.0%	Shares	Sole	2024-10-10
2024-06-30	$286,708	17,709	—	Shares	Sole	2024-07-18
No filing history on record for this holder in this stock.