BMRC β€” BANK OF MARIN BANCORP

Ownership history in FIRST TRUST ADVISORS LP  Β·  37 quarters on record

AI Ownership Summary

FIRST TRUST ADVISORS LP reported BANK OF MARIN BANCORP (BMRC) in 37 quarterly 13F filings from 2024 Q4 through 2025 Q3. The latest visible filing shows BMRC at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BMRC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FIRST TRUST ADVISORS LP's position in BANK OF MARIN BANCORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

BMRC was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How FIRST TRUST ADVISORS LP held BMRC β€” position size vs. price
% of Fund (quarterly)    BMRC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 9,065 -1,471 -14.0% 0.00% $220K 2025-11-12 $25.82
2025 Q2 ADDED 10,536 +696 +7.1% 0.00% $241K 2025-08-13 $22.97
2025 Q1 REDUCED 9,840 -69 -0.7% 0.00% $217K 2025-05-14 $20.93
2024 Q4 REDUCED 9,909 -35,024 -77.9% 0.00% $236K 2025-02-13 $23.59
33 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding BMRC

As of 2026 Q1 β€” sorted by position size

Versant Capital Management, Inc 3Y 7Y 0.0% GAMMA Investing LLC 0.0%

FAQ About FIRST TRUST ADVISORS LP and BMRC

These are the practical questions this page is built to answer before you even open the full history table.

How long has FIRST TRUST ADVISORS LP reported owning BMRC?

FIRST TRUST ADVISORS LP reported BMRC across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported BMRC position in FIRST TRUST ADVISORS LP's portfolio?

The largest reported portfolio weight for BMRC was 0.00% in 2024 Q4.

What is the latest reported BMRC position on this page?

The most recent filing on this page is 2025 Q3, when FIRST TRUST ADVISORS LP reported 9,065 shares, equal to 0.00% of portfolio, with an estimated market value of $220K.

What does the chart on this BMRC ownership page compare?

The chart compares FIRST TRUST ADVISORS LP's quarterly BMRC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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