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

Other funds holding JMSB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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

KFA Private Wealth Group's JMSB Position: Q2 2026 in Review

KFA Private Wealth Group held its John Marshall Bancorp (JMSB) position steady in Q2 2026 at 14,865 shares worth $324K. 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 2 quarters since. 95 funds tracked by Wall St. Rank hold JMSB as of Q2 2026.

  • KFA Private Wealth Group held 14,865 shares of John Marshall Bancorp worth $324K as of Q2 2026.
  • KFA Private Wealth Group left its John Marshall Bancorp share count unchanged in Q2 2026.
  • John Marshall Bancorp made up 0.08% of KFA Private Wealth Group's portfolio in Q2 2026, its #111 holding.
  • KFA Private Wealth Group 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 KFA Private Wealth Group's 13F filing for Q2 2026, filed 28 Jul 2026.