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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
2024-03-31 $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)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Sontag Advisory

Top funds holding Bank of Marin Ban

Vanguard Group
Alliancebernstein
Dimensional Fund Advisors
ProShare Advisors
Hotchkis and Wiley Capital Management
Fourthstone
North Reef Capital Management
Charles Schwab Investment Management
Bank of New York Mellon
Citadel Advisors
PanAgora Asset Management
Perigon Wealth Management
Goldman Sachs Group
Two Sigma Advisers
John W. Rosenthal Capital Management

View all funds holding Bank of Marin Ban