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Bank of Marin Ban shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Bank of Marin Ban (BMRC) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Bank of Marin Ban

Tip: Access up to 7 years of quarterly data

All positions including Bank of Marin Ban held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bank of Marin Ban by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $13k 554 24.28
2025-06-30 $12k 531 22.86
2025-03-31 $6.3k 287 22.00
2024-12-31 $6.8k 286 23.77
2024-09-30 $5.7k 286 20.08
2024-06-30 $5.8k 286 20.31
2024-03-31 $2.7k 185 14.36
2023-12-31 $660 30 22.03
2023-09-30 $2.5k 139 18.29

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Top funds holding Bank of Marin Ban

BlackRock
Wellington Management Company
Vanguard Group
Dimensional Fund Advisors
Alliancebernstein
HoldCo Asset Management
Manufacturers Life Insurance Company
Ameriprise Financial
Geode Capital Management
State Street Corporation
Hotchkis and Wiley Capital Management
Morgan Stanley
Fourthstone
UBS Group
Charles Schwab Investment Management

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