Farther Finance Advisors
JMSB icon

Farther Finance Advisors’s John Marshall Bancorp JMSB Stock Holding History

Farther Finance 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
Q3 		$1.41K Buy
62
+53
+589% +$1.21K ﹤0.01% 5491
2026
Q2 		$196 Buy
+9
New +$191 ﹤0.01% 5721

Other funds holding JMSB

TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $430M AUM 14.45% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PWMA
Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Farther Finance Advisors's JMSB Position: Q3 2026 in Review

Farther Finance Advisors increased its John Marshall Bancorp (JMSB) stake by 589% in Q3 2026, buying an estimated $1.21K and bringing the position to 62 shares worth $1.41K. The position accounts for ﹤0.01% of the portfolio, ranked #5491.

Farther Finance Advisors first reported a position in JMSB in Q2 2026 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold JMSB as of Q3 2026.

  • Farther Finance Advisors held 62 shares of John Marshall Bancorp worth $1.41K as of Q3 2026.
  • Farther Finance Advisors bought 53 John Marshall Bancorp shares in Q3 2026, an estimated $1.21K.
  • John Marshall Bancorp made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #5491 holding.
  • Farther Finance Advisors first reported a position in John Marshall Bancorp in Q2 2026 and has held it in 2 quarters since.
  • 10 funds tracked by Wall St. Rank held John Marshall Bancorp as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.