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Houlihan Financial Resource Group’s John Marshall Bancorp JMSB Stock Holding History

Houlihan Financial Resource Group’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
2023
Q3 		– Sell
-58,094
Closed -$1.16M – 130
2023
Q2 		$1.16M Buy
+58,094
New +$1.16M 0.04% 81

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 $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Houlihan Financial Resource Group's JMSB Position: Q3 2023 in Review

Houlihan Financial Resource Group sold out of John Marshall Bancorp (JMSB) in Q3 2023, closing a stake of 58,094 shares — an estimated $1.16M sold.

Houlihan Financial Resource Group first reported a position in JMSB in Q2 2023 and held it in 1 quarter. The position peaked at $1.16M in Q2 2023. 50 funds tracked by Wall St. Rank hold JMSB as of Q3 2023.

  • Houlihan Financial Resource Group reported no remaining John Marshall Bancorp position as of Q3 2023 after selling out during the quarter.
  • Houlihan Financial Resource Group sold 58,094 John Marshall Bancorp shares in Q3 2023, an estimated $1.16M.
  • Houlihan Financial Resource Group first reported a position in John Marshall Bancorp in Q2 2023 and held it in 1 quarter.
  • Houlihan Financial Resource Group's John Marshall Bancorp position peaked at $1.16M in Q2 2023.
  • 50 funds tracked by Wall St. Rank held John Marshall Bancorp as of Q3 2023.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2023, filed 9 Nov 2023.