Bank Of Marin Bancorp: which funds bought and sold

Institutions that bought and sold Bank Of Marin Bancorp shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 73 institutions that filed 13F reports for both quarters added to or opened positions in Bank Of Marin Bancorp, and 46 cut or closed them. Together they added a net 350K shares, +3.3% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 32K shares (−0.9%); index fund managers were net buyers of 275K shares (+8.4%). 18 opened a new position and 12 sold out entirely.

Bought, Q2 2026 73 institutions, 18 of them new holders Sold, Q2 2026 46 institutions, 12 of them sold out

Net change, all compared +350K shares (+3.3%)

Net change, active managers −32K shares (−0.9%), 19 bought, 8 sold

Buyers versus sellers

institutions compared, 153

73 bought 34 46 sold

Active managers and hedge funds 19 bought · 8 sold · −32K

Index fund managers 8 bought · 1 sold · +275K

Other institutions 46 bought · 37 sold · +107K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Algebris (UK) Ltd	+218K +289.1%	293K	$8.1M
Blackrock, Inc. Index funds	+198K +14.2%	1.6M	$44.3M
Qube Research & Technologies Ltd Hedge fund	+105K +134.8%	183K	$5.1M
Two Sigma Investments, LP Hedge fund	+95K +35.6%	362K	$10M
Algert Global LLC Hedge fund	+93K New position	93K	$2.6M
Boothbay Fund Management, LLC Hedge fund	+79K New position	79K	$2.2M
Citadel Advisors LLC Hedge fund	+77K +42.8%	255K	$7.1M
Heartland Advisors Inc	+76K +30.2%	326K	$9M
Marshall Wace, LLP Hedge fund	+72K New position	72K	$2M
Pmc Fig Opportunities LLC	+71K New position	71K	$2M
AQR Capital Management LLC Hedge fund	+51K +43.2%	168K	$4.7M
Ameriprise Financial Inc	+46K +12.2%	420K	$11.6M
Point72 Asset Management, L.P. Hedge fund	+40K New position	40K	$1.1M
D. E. Shaw & Co., Inc. Hedge fund	+35K +93.0%	73K	$2M
Morgan Stanley	+32K +13.1%	272K	$7.5M
Quantinno Capital Management LP	+31K +52.1%	90K	$2.5M
Geode Capital Management, LLC Index funds	+23K +5.9%	413K	$11.4M
Goldman Sachs Group Inc	+21K +31.0%	90K	$2.5M
LPL Financial LLC	+18K New position	18K	$501,728
Squarepoint Ops LLC Hedge fund	+17K +109.8%	33K	$907,535

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Qube Research & Technologies Ltd Hedge fund	+105K +134.8%	183K	$5.1M
Two Sigma Investments, LP Hedge fund	+95K +35.6%	362K	$10M
Algert Global LLC Hedge fund	+93K New position	93K	$2.6M
Boothbay Fund Management, LLC Hedge fund	+79K New position	79K	$2.2M
Citadel Advisors LLC Hedge fund	+77K +42.8%	255K	$7.1M
Marshall Wace, LLP Hedge fund	+72K New position	72K	$2M
AQR Capital Management LLC Hedge fund	+51K +43.2%	168K	$4.7M
Point72 Asset Management, L.P. Hedge fund	+40K New position	40K	$1.1M
D. E. Shaw & Co., Inc. Hedge fund	+35K +93.0%	73K	$2M
Squarepoint Ops LLC Hedge fund	+17K +109.8%	33K	$907,535

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Wellington Management Group LLP Active manager	−632K Sold out	0	—
UBS Group AG	−176K −88.2%	24K	$654,330
Dimensional Fund Advisors LP	−123K −15.3%	680K	$18.8M
Acadian Asset Management LLC Active manager	−85K −76.6%	26K	$719,000
Prudential Financial Inc	−56K −71.3%	23K	$628,014
Jane Street Group, LLC	−42K Sold out	0	—
Fourthstone LLC	−42K Sold out	0	—
United Capital Financial Advisors, LLC	−16K −32.0%	35K	$959,556
Millennium Management LLC Hedge fund	−14K −29.4%	33K	$910,665
Franklin Resources Inc Active manager	−12K Sold out	0	—
Beacon Pointe Advisors, LLC	−12K Sold out	0	—
Integrated Quantitative Investments LLC	−11K Sold out	0	—
Bridgeway Capital Management, LLC Active manager	−11K −42.2%	15K	$416,802
Empowered Funds, LLC	−11K Sold out	0	—
Alliancebernstein L.P. Active manager	−9,322 −1.5%	614K	$15.7M
Cornerstone Investment Partners, LLC	−8,887 Sold out	0	—
Sei Investments Co	−7,392 −33.6%	15K	$404,959
Invesco Ltd.	−3,343 −13.2%	22K	$606,353
Xtx Topco Ltd	−2,740 −12.0%	20K	$558,571
Quadrant Capital Group LLC	−2,455 Sold out	0	—

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Wellington Management Group LLP Active manager	−632K Sold out	0	—
Acadian Asset Management LLC Active manager	−85K −76.6%	26K	$719,000
Millennium Management LLC Hedge fund	−14K −29.4%	33K	$910,665
Franklin Resources Inc Active manager	−12K Sold out	0	—
Bridgeway Capital Management, LLC Active manager	−11K −42.2%	15K	$416,802
Alliancebernstein L.P. Active manager	−9,322 −1.5%	614K	$15.7M
Kennedy Capital Management LLC Active manager	−2,386 −1.9%	121K	$3.3M
American Century Companies Inc Active manager	−185 −0.5%	38K	$1.1M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Algert Global LLCHedge fund	93K	$2.6M
Boothbay Fund Management, LLCHedge fund	79K	$2.2M
Marshall Wace, LLPHedge fund	72K	$2M
Pmc Fig Opportunities LLC	71K	$2M
Point72 Asset Management, L.P.Hedge fund	40K	$1.1M
LPL Financial LLC	18K	$501,728
Panagora Asset Management IncActive manager	12K	$342,788
R Squared Ltd	12K	$338,134
Brevan Howard Capital Management LPHedge fund	10K	$281,848
Mercer Global Advisors Inc	10K	$277,914

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Wellington Management Group LLPActive manager	632K	$16.2M
Jane Street Group, LLC	42K	$1.1M
Fourthstone LLC	42K	$1.1M
Franklin Resources IncActive manager	12K	$317,479
Beacon Pointe Advisors, LLC	12K	$308,868
Integrated Quantitative Investments LLC	11K	$293,822
Empowered Funds, LLC	11K	$281,341
Cornerstone Investment Partners, LLC	8,887	$227,774
Quadrant Capital Group LLC	2,455	$62,922
Aquatic Capital Management LLC	823	$21,093

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 141
Ten largest holders: 55.7%
Index fund managers: 32.5%
Active managers and hedge funds: 31.0%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	19	8	6	2	−32K	−0.9%
Index fund managers	8	1	0	0	+275K	+8.4%
Other institutions	46	37	12	10	+107K	+2.8%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Bank Of Marin Bancorp.

Only managers that filed a holdings report for both quarters are compared (153 here). 4 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

← Back to Bank Of Marin Bancorp · Insiders · Politicians