Bank of New York Mellon’s John Marshall Bancorp JMSB Stock Holding History

Bank of New York Mellon’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	$740K	Buy	33,954 +2,747	+9%	+$58.2K	﹤0.01%	3538
2026 Q1	$633K	Sell	31,207 -1,251	-4%	-$25K	﹤0.01%	3484
2025 Q4	$649K	Sell	32,458 -278	-0.8%	-$5.47K	﹤0.01%	3470
2025 Q3	$649K	Buy	32,736 +3,947	+14%	+$77.1K	﹤0.01%	3449
2025 Q2	$533K	Sell	28,789 -259	-0.9%	-$4.36K	﹤0.01%	3476
2025 Q1	$480K	Buy	29,048 +46	+0.2%	+$853	﹤0.01%	3459
2024 Q4	$582K	Sell	29,002 -446	-2%	-$9.76K	﹤0.01%	3444
2024 Q3	$582K	Sell	29,448 -9,817	-25%	-$184K	﹤0.01%	3428
2024 Q2	$685K	Buy	39,265 +6,411	+20%	+$109K	﹤0.01%	3393
2024 Q1	$589K	Sell	32,854 -4,554	-12%	-$85.9K	﹤0.01%	3417
2023 Q4	$844K	Sell	37,408 -6,819	-15%	-$131K	﹤0.01%	3282
2023 Q3	$789K	Buy	44,227 +1,356	+3%	+$25.5K	﹤0.01%	3306
2023 Q2	$861K	Buy	42,871 +2,308	+6%	+$46K	﹤0.01%	3291
2023 Q1	$876K	Sell	40,563 -1,934	-5%	-$48K	﹤0.01%	3194
2022 Q4	$1.22M	Buy	42,497 +6,124	+17%	+$171K	﹤0.01%	3098
2022 Q3	$894K	Buy	36,373 +5,754	+19%	+$146K	﹤0.01%	3258
2022 Q2	$690K	Buy	+30,619	New	+$795K	﹤0.01%	3401

Other funds holding JMSB

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

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

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

MFP

Meridian Financial Partners Warrenton, Virginia $293M AUM 29.12% 1-Year Est. Return

SWM

Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

KPWG

KFA Private Wealth Group Tysons, Virginia $415M AUM 22.01% 1-Year Est. Return

Bank of New York Mellon's JMSB Position: Q2 2026 in Review

Bank of New York Mellon increased its John Marshall Bancorp (JMSB) stake by 8.8% in Q2 2026, buying an estimated $58.2K and bringing the position to 33,954 shares worth $740K. The position accounts for ﹤0.01% of the portfolio, ranked #3538.

Bank of New York Mellon first reported a position in JMSB in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.22M in Q4 2022. 37 funds tracked by Wall St. Rank hold JMSB as of Q2 2026.

Bank of New York Mellon held 33,954 shares of John Marshall Bancorp worth $740K as of Q2 2026.
Bank of New York Mellon bought 2,747 John Marshall Bancorp shares in Q2 2026, an estimated $58.2K.
John Marshall Bancorp made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #3538 holding.
Bank of New York Mellon first reported a position in John Marshall Bancorp in Q2 2022 and has held it in 17 quarters since.
Bank of New York Mellon's John Marshall Bancorp position peaked at $1.22M in Q4 2022.
37 funds tracked by Wall St. Rank held John Marshall Bancorp as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.