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Bank of Marin Ban shares owned by Sontag Advisory

Quarter-by-quarter ownership of Bank of Marin Ban (BMRC) shares owned by Sontag Advisory from 13F filings

Historical chart of Sontag Advisory investment in Bank of Marin Ban

Tip: Access up to 7 years of quarterly data

All positions including Bank of Marin Ban held by Sontag Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bank of Marin Ban by Sontag Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $443k 22k 20.09
2024-06-30 $332k 21k 16.19
2024-03-31 $344k 21k 16.77
2023-12-31 $355k 16k 22.02

More positions owned by Sontag Advisory

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core Total Usd (IUSB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Extend Mkt Etf (VXF)

View all positions for Sontag Advisory

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