Charles Schwab’s John Marshall Bancorp JMSB Stock Holding History

Charles Schwab’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	$838K	Buy	38,463 +1,866	+5%	+$39.5K	﹤0.01%	3055
2026 Q1	$742K	Buy	36,597 +1,940	+6%	+$38.8K	﹤0.01%	2990
2025 Q4	$693K	Sell	34,657 -1,683	-5%	-$33.1K	﹤0.01%	3053
2025 Q3	$720K	Hold	36,340	–	–	﹤0.01%	3055
2025 Q2	$673K	Buy	36,340 +1,693	+5%	+$28.5K	﹤0.01%	3031
2025 Q1	$572K	Buy	34,647 +1	+0%	+$19	﹤0.01%	3029
2024 Q4	$696K	Hold	34,646	–	–	﹤0.01%	3038
2024 Q3	$685K	Hold	34,646	–	–	﹤0.01%	3044
2024 Q2	$604K	Buy	34,646 +1,716	+5%	+$29.2K	﹤0.01%	3115
2024 Q1	$590K	Hold	32,930	–	–	﹤0.01%	2964
2023 Q4	$743K	Hold	32,930	–	–	﹤0.01%	2930
2023 Q3	$588K	Hold	32,930	–	–	﹤0.01%	2987
2023 Q2	$662K	Buy	32,930 +2,176	+7%	+$43.3K	﹤0.01%	2922
2023 Q1	$664K	Hold	30,754	–	–	﹤0.01%	2862
2022 Q4	$885K	Buy	30,754 +575	+2%	+$16K	﹤0.01%	2817
2022 Q3	$742K	Buy	30,179 +695	+2%	+$17.6K	﹤0.01%	2890
2022 Q2	$665K	Buy	+29,484	New	+$765K	﹤0.01%	2955

Other funds holding JMSB

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

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 Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Charles Schwab's JMSB Position: Q2 2026 in Review

Charles Schwab increased its John Marshall Bancorp (JMSB) stake by 5.1% in Q2 2026, buying an estimated $39.5K and bringing the position to 38,463 shares worth $838K. The position accounts for ﹤0.01% of the portfolio, ranked #3055.

Charles Schwab first reported a position in JMSB in Q2 2022 and has held it in 17 quarters since. The position peaked at $885K in Q4 2022. 95 funds tracked by Wall St. Rank hold JMSB as of Q2 2026.

Charles Schwab held 38,463 shares of John Marshall Bancorp worth $838K as of Q2 2026.
Charles Schwab bought 1,866 John Marshall Bancorp shares in Q2 2026, an estimated $39.5K.
John Marshall Bancorp made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #3055 holding.
Charles Schwab first reported a position in John Marshall Bancorp in Q2 2022 and has held it in 17 quarters since.
Charles Schwab's John Marshall Bancorp position peaked at $885K in Q4 2022.
95 funds tracked by Wall St. Rank held John Marshall Bancorp as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.