Barclays

Barclays’s John Marshall Bancorp JMSB Stock Holding History

Barclays’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	$68.3K	Sell	3,370 -16,667	-83%	-$334K	﹤0.01%	4187
2025 Q4	$401K	Sell	20,037 -1,310	-6%	-$25.8K	﹤0.01%	3966
2025 Q3	$423K	Buy	21,347 +199	+0.9%	+$3.89K	﹤0.01%	3912
2025 Q2	$392K	Buy	21,148 +8,548	+68%	+$144K	﹤0.01%	3895
2025 Q1	$208K	Sell	12,600 -6,235	-33%	-$116K	﹤0.01%	4012
2024 Q4	$378K	Buy	18,835 +2,399	+15%	+$52.5K	﹤0.01%	3987
2024 Q3	$325K	Buy	16,436 +12,024	+273%	+$225K	﹤0.01%	4037
2024 Q2	$76.9K	Sell	4,412 -4,334	-50%	-$73.7K	﹤0.01%	4033
2024 Q1	$157K	Sell	8,746 -8,375	-49%	-$158K	﹤0.01%	4236
2023 Q4	$386K	Buy	17,121 +14,853	+655%	+$285K	﹤0.01%	4032
2023 Q3	$40.5K	Sell	2,268 -220	-9%	-$4.13K	﹤0.01%	3952
2023 Q2	$50K	Sell	2,488 -3,389	-58%	-$67.5K	﹤0.01%	3831
2023 Q1	$127K	Buy	5,877 +2,776	+90%	+$68.9K	﹤0.01%	4054
2022 Q4	$89.2K	Buy	3,101 +2,611	+533%	+$72.8K	﹤0.01%	4292
2022 Q3	$12K	Sell	490 -1,101	-69%	-$27.9K	﹤0.01%	4232
2022 Q2	$36K	Buy	+1,591	New	+$41.3K	﹤0.01%	4172

Other funds holding JMSB

T. Rowe Price Investment Management

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

Evermay Wealth Management Arlington, Virginia $902M AUM 14.76% 1-Year Est. Return

Geode Capital Management

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America

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

MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return