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Bank of Marin Ban shares owned by UMA Financial Services

Quarter-by-quarter ownership of Bank of Marin Ban (BMRC) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Bank of Marin Ban

Tip: Access up to 7 years of quarterly data

All positions including Bank of Marin Ban held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bank of Marin Ban by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7k 68 24.29
2025-06-30 $1.6k 68 22.85

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

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

View all funds holding Bank of Marin Ban