This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/BMRC/capital-change-brief"
Use Arkolith's capital_change_brief for BMRC. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $35.9M | 1.4M | ▼−1.4% Reduced · −19K sh | Q1 2026 | |
| 2 | DIMENSIONAL FUND ADVISORS LP | $20.6M | 803K | ▲+4.2% Added · +32K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $16.5M | 643K | ▲New +643K sh | Q1 2026 | |
| 4 | ALLIANCEBERNSTEIN L.P. | $16.2M | 623K | ▼−5.6% Reduced · −37K sh | Q1 2026 | |
| 5 | HoldCo Asset Management, LP | $12.9M | 504K | —Held | Q1 2026 | |
| 6 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $11.8M | 459K | ▲+1.9% Added · +9K sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $10.0M | 390K | ▲+1.1% Added · +4K sh | Q1 2026 | |
| 8 | AMERIPRISE FINANCIAL INC | $9.6M | 375K | ▼−1.7% Reduced · −7K sh | Q1 2026 | |
| 9 | STATE STREET CORP | $8.7M | 340K | ▲+0.9% Added · +3K sh | Q1 2026 | |
| 10 | TWO SIGMA INVESTMENTS, LP | $6.8M | 267K | ▲+91% Added · +127K sh | Q1 2026 | |
| 11 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $6.7M | 261K | ▼−3.5% Reduced · −10K sh | Q1 2026 | |
| 12 | HEARTLAND ADVISORS INC | $6.4M | 250K | ▲+25% Added · +50K sh | Q1 2026 | |
| 13 | MORGAN STANLEY | $6.2M | 240K | ▼−8.3% Reduced · −22K sh | Q1 2026 | |
| 14 | UBS Group AG | $5.1M | 200K | ▲+401% Added · +160K sh | Q1 2026 | |
| 15 | CITADEL ADVISORS LLC | $4.6M | 179K | ▲+184% Added · +116K sh | Q1 2026 | |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $3.2M | 125K | ▼−2.8% Reduced · −4K sh | Q1 2026 | |
| 17 | NORTHERN TRUST CORP | $3.2M | 125K | ▲+6.7% Added · +8K sh | Q1 2026 | |
| 18 | KENNEDY CAPITAL MANAGEMENT LLC | $3.2M | 123K | ▲+1.8% Added · +2K sh | Q1 2026 | |
| 19 | RENAISSANCE TECHNOLOGIES LLC | $3.1M | 119K | ▲+25% Added · +24K sh | Q1 2026 | |
| 20 | AQR CAPITAL MANAGEMENT LLC | $3.0M | 118K | ▼−0.4% Reduced · −488 sh | Q1 2026 | |
| 21 | Westmount Partners, LLC | $3.2M | 115K | —Held | Q2 2026 | |
| 22 | VANGUARD PORTFOLIO MANAGEMENT LLC | $2.8M | 110K | ▲New +110K sh | Q1 2026 | |
| 23 | VANGUARD FIDUCIARY TRUST CO | $2.7M | 107K | ▲New +107K sh | Q1 2026 | |
| 24 | LOS ANGELES CAPITAL MANAGEMENT LLC | $2.3M | 90K | ▲New +90K sh | Q1 2026 | |
| 25 | PRUDENTIAL FINANCIAL INC | $2.0M | 79K | ▼−19% Reduced · −18K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 1, 2026 | Anderson Nicolas C | Director | Other (J) | 849 | $25K |
| Jul 1, 2026 | FITE CHARLES D | Director | Other (J) | 849 | $25K |
| Jul 1, 2026 | Colombo Russell A | Director | Other (J) | 849 | $25K |
| Jul 1, 2026 | Sobel Brian M | Director | Other (J) | 849 | $25K |
| Jul 1, 2026 | Kennedy Kevin R | Director | Other (J) | 849 | $25K |
| Jul 1, 2026 | HALE JAMES C III | Director | Other (J) | 849 | $25K |
| Jul 1, 2026 | Gencer Cigdem | Director | Other (J) | 849 | $25K |
| Jul 1, 2026 | Watson Secil Tabli | Director | Other (J) | 849 | $25K |
| Jul 1, 2026 | Sklar Joel | Director | Other (J) | 849 | $25K |
| Jun 10, 2026 | Bonaccorso David | EVP, Chief Financial Officer | Tax withholding (F) | 296 | $8K |
| Jun 10, 2026 | Bloom David A | EXECUTIVE VICE PRESIDENT | Tax withholding (F) | 604 | $16K |
| Apr 30, 2026 | Anderson Nicolas C | Director | Buy (P) | 200 | $5K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 37 funds | $11.7B |
| ALPHABET INC-CL AGOOGL | 37 funds | $7.9B |
| AMAZON.COM INCAMZN | 36 funds | $9.2B |
| VISA INC-CLASS A SHARESV | 36 funds | $2.9B |
| UNITEDHEALTH GROUP INCUNH | 36 funds | $1.7B |
| NVIDIA CORPNVDA | 35 funds | $17.1B |
| APPLE INCAAPL | 35 funds | $15.3B |
| META PLATFORMS INC-CLASS AMETA | 35 funds | $5.4B |
| JPMORGAN CHASE & COJPM | 35 funds | $4.3B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 35 funds | $2.9B |
| WELLS FARGO & COWFC | 35 funds | $1.5B |
| ELEVANCE HEALTH INCELV | 35 funds | $1.3B |
Ranked by how many of BMRC's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for BMRC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.