Amalgamated Bank’s John Marshall Bancorp JMSB Stock Holding History

Amalgamated Bank’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 Q1	–	Sell	-397	Closed	-$8K	–	2234
2025 Q4	$8K	Buy	397 +2	+0.5%	+$39	﹤0.01%	2521
2025 Q3	$8K	Hold	395	–	–	﹤0.01%	2561
2025 Q2	$7K	Hold	395	–	–	﹤0.01%	2590
2025 Q1	$7K	Hold	395	–	–	﹤0.01%	2528
2024 Q4	$8K	Hold	395	–	–	﹤0.01%	2546
2024 Q3	$8K	Hold	395	–	–	﹤0.01%	2554
2024 Q2	$7K	Hold	395	–	–	﹤0.01%	2615
2024 Q1	$7K	Sell	395 -675	-63%	-$12.7K	﹤0.01%	2587
2023 Q4	$24K	Sell	1,070 -118	-10%	-$2.27K	﹤0.01%	2569
2023 Q3	$21K	Hold	1,188	–	–	﹤0.01%	2637
2023 Q2	$24K	Hold	1,188	–	–	﹤0.01%	2651
2023 Q1	$26K	Sell	1,188 -255	-18%	-$6.33K	﹤0.01%	2548
2022 Q4	$42K	Hold	1,443	–	–	﹤0.01%	2500
2022 Q3	$35K	Hold	1,443	–	–	﹤0.01%	2610
2022 Q2	$33K	Buy	+1,443	New	+$37.5K	﹤0.01%	2667

Other funds holding JMSB

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

EWM

Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Amalgamated Bank's JMSB Position: Q1 2026 in Review

Amalgamated Bank sold out of John Marshall Bancorp (JMSB) in Q1 2026, closing a stake of 397 shares — an estimated $8K sold.

Amalgamated Bank first reported a position in JMSB in Q2 2022 and held it in 15 quarters. The position peaked at $42K in Q4 2022. 79 funds tracked by Wall St. Rank hold JMSB as of Q1 2026.

Amalgamated Bank reported no remaining John Marshall Bancorp position as of Q1 2026 after selling out during the quarter.
Amalgamated Bank sold 397 John Marshall Bancorp shares in Q1 2026, an estimated $8K.
Amalgamated Bank first reported a position in John Marshall Bancorp in Q2 2022 and held it in 15 quarters.
Amalgamated Bank's John Marshall Bancorp position peaked at $42K in Q4 2022.
79 funds tracked by Wall St. Rank held John Marshall Bancorp as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.