Lido Advisors’s John Marshall Bancorp JMSB Stock Holding History

Lido 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 Q2	$273K	Buy	+12,505	New	+$265K	﹤0.01%	1790
2025 Q1	–	Sell	-12,500	Closed	-$251K	–	1569
2024 Q4	$251K	Buy	+12,500	New	+$273K	﹤0.01%	1295
2023 Q4	–	Sell	-12,500	Closed	-$223K	–	1386
2023 Q3	$223K	Hold	12,500	–	–	﹤0.01%	1041
2023 Q2	$251K	Buy	+12,500	New	+$249K	﹤0.01%	1018

Other funds holding JMSB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Lido Advisors's JMSB Position: Q2 2026 in Review

Lido Advisors opened a new position in John Marshall Bancorp (JMSB) in Q2 2026: 12,505 shares worth $273K. The stake represents ﹤0.01% of the portfolio and ranks #1790 among its holdings. This is a return to the name: Lido Advisors previously reported a position in JMSB as recently as Q4 2024.

Lido Advisors first reported a position in JMSB in Q2 2023 and has held it in 4 quarters since. 95 funds tracked by Wall St. Rank hold JMSB as of Q2 2026.

Lido Advisors held 12,505 shares of John Marshall Bancorp worth $273K as of Q2 2026.
John Marshall Bancorp was a new Lido Advisors position in Q2 2026.
John Marshall Bancorp made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1790 holding.
Lido Advisors first reported a position in John Marshall Bancorp in Q2 2023 and has held it in 4 quarters since.
95 funds tracked by Wall St. Rank held John Marshall Bancorp as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.