Citadel Advisors
JMSB icon

Citadel Advisors’s John Marshall Bancorp JMSB Stock Holding History

Citadel 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
Q1 		$413K Sell
20,385
-10,875
-35% -$218K ﹤0.01% 9749
2025
Q4 		$625K Buy
31,260
+10,922
+54% +$215K ﹤0.01% 8484
2025
Q3 		$403K Buy
20,338
+7,272
+56% +$142K ﹤0.01% 9650
2025
Q2 		$242K Sell
13,066
-3,733
-22% -$62.8K ﹤0.01% 10282
2025
Q1 		$278K Buy
16,799
+376
+2% +$6.97K ﹤0.01% 9772
2024
Q4 		$330K Buy
16,423
+1,851
+13% +$40.5K ﹤0.01% 9454
2024
Q3 		$288K Buy
+14,572
New +$273K ﹤0.01% 9413
2023
Q3 		– Sell
-10,376
Closed -$208K – 14749
2023
Q2 		$208K Buy
+10,376
New +$207K ﹤0.01% 9795

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
BlackRock New York $5.7T AUM 30.48% 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 $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
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
MCM
MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return