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Basecamp Wealth Advisors’s John Marshall Bancorp JMSB Stock Holding History

Basecamp Wealth Advisors’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 		$174 Buy
8
+3
+60% +$64 ﹤0.01% 1748
2026
Q1 		$101 Buy
+5
New +$100 ﹤0.01% 1933

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

Basecamp Wealth Advisors's JMSB Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its John Marshall Bancorp (JMSB) stake by 60% in Q2 2026, buying an estimated $64 and bringing the position to 8 shares worth $174. The position accounts for ﹤0.01% of the portfolio, ranked #1748.

Basecamp Wealth Advisors first reported a position in JMSB in Q1 2026 and has held it in 2 quarters since. 95 funds tracked by Wall St. Rank hold JMSB as of Q2 2026.

  • Basecamp Wealth Advisors held 8 shares of John Marshall Bancorp worth $174 as of Q2 2026.
  • Basecamp Wealth Advisors bought 3 John Marshall Bancorp shares in Q2 2026, an estimated $64.
  • John Marshall Bancorp made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1748 holding.
  • Basecamp Wealth Advisors first reported a position in John Marshall Bancorp in Q1 2026 and has held it in 2 quarters since.
  • 95 funds tracked by Wall St. Rank held John Marshall Bancorp as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.