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Bank of Marin Ban shares owned by Private Wealth Management Group

Quarter-by-quarter ownership of Bank of Marin Ban (BMRC) shares owned by Private Wealth Management Group from 13F filings

Historical chart of Private Wealth Management Group investment in Bank of Marin Ban

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Bank of Marin Ban by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.4k 221 20.09
2024-03-31 $771 46 16.78
2023-12-31 $1.0k 46 22.02

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Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Dimensional Etf Trust Intl Small Cap V (DISV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Private Wealth Management Group

Top funds holding Bank of Marin Ban

BlackRock
BlackRock
Vanguard Group
Dimensional Fund Advisors
Alliancebernstein
Manufacturers Life Insurance Company
ProShare Advisors
Geode Capital Management
State Street Corporation
Hotchkis and Wiley Capital Management
North Reef Capital Management
Morgan Stanley
Acadian Asset Management
Renaissance Technologies
American Century Companies

View all funds holding Bank of Marin Ban