BMRC — BANK MARIN BANCORP

Ownership history in STEPHENS INC /AR/  ·  3 quarters on record

This page tracks every 13F SEC filing in which STEPHENS INC /AR/ reported a position in BANK MARIN BANCORP (BMRC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 11,343 — 0% 0.00% $275K $23.83
2025 Q2 UNCHANGED 11,343 — 0% 0.00% $259K $22.17
2025 Q1 INITIATED 11,343 — — 0.00% $250K $21.17
% of Fund (quarterly)    BMRC price (monthly, adj. close)

Other funds also holding BMRC

As of 2025 Q4 — sorted by position size

Bank of Marin 3Y 1.87% HoldCo Asset Management, LP 3Y 0.99% SummerHaven Investment Management, LLC 3Y 0.49% HEARTLAND ADVISORS INC 3Y 7Y 0.28% CALDWELL SUTTER CAPITAL, INC. 3Y 0.22% WULFF, HANSEN & CO. 3Y 0.19% Bridge City Capital, LLC 3Y 7Y 0.13% Financial Connections Group, Inc. 3Y 0.11% Private Wealth Partners, LLC 3Y 7Y 0.07% PRINCETON CAPITAL MANAGEMENT LLC 3Y 7Y 0.07%
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