WULFF, HANSEN & CO. BMRC BANK MARIN BANCORP

Ownership history in WULFF, HANSEN & CO.  ·  4 quarters on record

AI Ownership Summary

WULFF, HANSEN & CO. reported BANK MARIN BANCORP (BMRC) in 4 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.22% in 2026 Q1. The latest visible filing shows BMRC at 0.22% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this BMRC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WULFF, HANSEN & CO.'s position in BANK MARIN BANCORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BMRC was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.22% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How WULFF, HANSEN & CO. held BMRC — position size vs. price
% of Fund (quarterly)    BMRC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 8,542 0% 0.22% $219K 2026-05-07 $26.07
2025 Q4 UNCHANGED 8,542 0% 0.19% $222K 2026-02-03 $26.66
2025 Q3 ADDED 8,542 +114 +1.4% 0.18% $207K 2025-11-07 $25.90
2024 Q4 INITIATED 8,428 0.19% $200K 2025-02-11 $23.76

FAQ About WULFF, HANSEN & CO. and BMRC

These are the practical questions this page is built to answer before you even open the full history table.

How long has WULFF, HANSEN & CO. reported owning BMRC?

WULFF, HANSEN & CO. reported BMRC across 4 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported BMRC position in WULFF, HANSEN & CO.'s portfolio?

The largest reported portfolio weight for BMRC was 0.22% in 2026 Q1.

What is the latest reported BMRC position on this page?

The most recent filing on this page is 2026 Q1, when WULFF, HANSEN & CO. reported 8,542 shares, equal to 0.22% of portfolio, with an estimated market value of $219K.

What does the chart on this BMRC ownership page compare?

The chart compares WULFF, HANSEN & CO.'s quarterly BMRC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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