KPWG
JMSB icon

KFA Private Wealth Group’s John Marshall Bancorp JMSB Stock Holding History

KFA Private Wealth 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
2026
Q3 		$338K Hold
14,865
– – 0.08% 111
2026
Q2 		$324K Hold
14,865
– – 0.08% 111
2026
Q1 		$301K Buy
+14,865
New +$298K 0.07% 129

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
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
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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

KFA Private Wealth Group's JMSB Position: Q3 2026 in Review

KFA Private Wealth Group held its John Marshall Bancorp (JMSB) position steady in Q3 2026 at 14,865 shares worth $338K. The position accounts for 0.08% of the portfolio, ranked #111.

KFA Private Wealth Group first reported a position in JMSB in Q1 2026 and has held it in 3 quarters since. 8 funds tracked by Wall St. Rank hold JMSB as of Q3 2026.

  • KFA Private Wealth Group held 14,865 shares of John Marshall Bancorp worth $338K as of Q3 2026.
  • KFA Private Wealth Group left its John Marshall Bancorp share count unchanged in Q3 2026.
  • John Marshall Bancorp made up 0.08% of KFA Private Wealth Group's portfolio in Q3 2026, its #111 holding.
  • KFA Private Wealth Group first reported a position in John Marshall Bancorp in Q1 2026 and has held it in 3 quarters since.
  • 8 funds tracked by Wall St. Rank held John Marshall Bancorp as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.