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Keating Financial Advisory Services’s John Marshall Bancorp JMSB Stock Holding History

Keating Financial Advisory Services’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 		$22 Hold
1
– – ﹤0.01% 2576
2026
Q1 		$20 Buy
+1
New +$20 ﹤0.01% 2509

Other funds holding JMSB

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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

Keating Financial Advisory Services's JMSB Position: Q2 2026 in Review

Keating Financial Advisory Services held its John Marshall Bancorp (JMSB) position steady in Q2 2026 at 1 share worth $22. The position accounts for ﹤0.01% of the portfolio, ranked #2576.

Keating Financial Advisory Services 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.

  • Keating Financial Advisory Services held 1 share of John Marshall Bancorp worth $22 as of Q2 2026.
  • Keating Financial Advisory Services left its John Marshall Bancorp share count unchanged in Q2 2026.
  • John Marshall Bancorp made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #2576 holding.
  • Keating Financial Advisory Services 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 Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.