Position in BMRC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$660,560
+$221,007 QoQ
Shares Held
23,847
+39.0% QoQ
Ownership
0.147%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#52
of 140 holders
Holding Since
Mar 2020
26 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, 2026WELLS FARGO & COMPANY/MN holds $3,696,060,754 across 297 Banks - Regional names. BMRC ranks #161 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
6,059,766 | $1,492,035,582 | |
| 2 | USB |
US Bancorp De
|
5,432,595 | $328,128,735 | |
| 3 | TFC |
Truist Financial Corp
|
4,148,244 | $206,665,514 | |
| 4 | MTB |
M&T Bank Corp
|
698,300 | $166,202,381 | |
| 5 | RF |
Regions Financial Corp
|
3,854,415 | $116,403,331 | |
| 6 | CBSH |
Commerce Bancshares Inc /Mo/
|
1,937,739 | $111,904,425 | |
| 7 | FITB |
Fifth Third Bancorp
|
1,359,954 | $76,660,605 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
948,619 | $66,469,732 |
All Filings in BMRC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $660,560 | 23,847 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $439,553 | 17,150 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $730,411 | 28,082 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $555,597 | 22,883 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $520,567 | 22,792 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $471,414 | 21,360 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $502,662 | 21,147 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $390,407 | 19,433 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $316,077 | 19,523 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $302,395 | 18,032 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $377,971 | 17,165 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $284,984 | 15,590 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $379,267 | 21,464 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $448,547 | 20,491 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $568,756 | 17,298 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $418,279 | 13,966 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $366,993 | 11,548 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $488,488 | 13,929 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $719,690 | 19,331 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $481,651 | 12,759 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $366,434 | 11,487 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $935,138 | 23,880 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $1,461,578 | 42,562 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $1,301,200 | 44,931 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $1,585,140 | 47,559 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $1,291,830 | 43,061 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||