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Allworth Financial’s John Marshall Bancorp JMSB Stock Holding History

Allworth Financial’s Portfolio JMSB Stock Details JMSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.16K Buy
99
+89
+890% +$1.89K ﹤0.01% 4483
2026
Q1 		$203 Buy
10
+7
+233% +$140 ﹤0.01% 4919
2025
Q4 		$60 Sell
3
-1
-25% -$20 ﹤0.01% 4828
2025
Q3 		$80 Hold
4
– – ﹤0.01% 4703
2025
Q2 		$75 Buy
+4
New +$67 ﹤0.01% 4415

Other funds holding JMSB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Allworth Financial's JMSB Position: Q2 2026 in Review

Allworth Financial increased its John Marshall Bancorp (JMSB) stake by 890% in Q2 2026, buying an estimated $1.89K and bringing the position to 99 shares worth $2.16K. The position accounts for ﹤0.01% of the portfolio, ranked #4483.

Allworth Financial first reported a position in JMSB in Q2 2025 and has held it in 5 quarters since. 95 funds tracked by Wall St. Rank hold JMSB as of Q2 2026.

  • Allworth Financial held 99 shares of John Marshall Bancorp worth $2.16K as of Q2 2026.
  • Allworth Financial bought 89 John Marshall Bancorp shares in Q2 2026, an estimated $1.89K.
  • John Marshall Bancorp made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4483 holding.
  • Allworth Financial first reported a position in John Marshall Bancorp in Q2 2025 and has held it in 5 quarters since.
  • 95 funds tracked by Wall St. Rank held John Marshall Bancorp as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.