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Bank of Marin Bancorp — reported holders

4 institutional managers with a reported position

This is history, not a current position. Each row is what a manager reported for the quarter shown, published up to 45 days after that quarter ended.

Aggregates

computed from the rows below
Managers reporting
4
Combined reported value
$780.6K
Top 5 concentration
100.0%
Median position
$340.9K
Largest position
$389.7K
Quarters represented
1
managers file on different schedules
Most recent quarter
2026Q2
Managers reporting shares
4
ManagerQuarterValueSharesFiled
FIDUCIARY FINANCIAL GROUP, LLC2026Q2$389.7K14,0692026-07-10
Apella Capital, LLC2026Q2$340.9K12,0002026-07-08
Versant Capital Management, Inc2026Q2$43.4K1,5672026-07-02
MassMutual Private Wealth & Trust, FSB2026Q2$6.6K2372026-07-02

Source: U.S. Securities and Exchange Commission, Form 13F

Bank of Marin Bancorp — reported by 4 institutional managers — Tapewire