MAI Capital Management’s John Marshall Bancorp JMSB Stock Holding History

MAI Capital Management’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	$2.9M	Sell	133,192 -64,924	-33%	-$1.38M	0.01%	603
2026 Q1	$4.02M	Buy	198,116 +2	+0%	+$40	0.02%	453
2025 Q4	$3.96M	Buy	198,114 +3	+0%	+$59	0.02%	443
2025 Q3	$3.93M	Sell	198,111 -24,865	-11%	-$486K	0.02%	412
2025 Q2	$4.13M	Hold	222,976	–	–	0.03%	358
2025 Q1	$3.68M	Buy	222,976 +3,618	+2%	+$67.1K	0.03%	361
2024 Q4	$4.4M	Buy	219,358 +206,816	+1,649%	+$4.52M	0.03%	343
2024 Q3	$248K	Hold	12,542	–	–	﹤0.01%	935
2024 Q2	$219K	Hold	12,542	–	–	﹤0.01%	1119
2024 Q1	$225K	Buy	+12,542	New	+$237K	﹤0.01%	1087

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

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

EPCA

Elizabeth Park Capital Advisors Pepper Pike, Ohio $145M AUM 35.04% 1-Year Est. Return

MAI Capital Management's JMSB Position: Q2 2026 in Review

MAI Capital Management reduced its John Marshall Bancorp (JMSB) stake by 33% in Q2 2026, selling an estimated $1.38M and leaving 133,192 shares worth $2.9M. The position accounts for 0.01% of the portfolio, ranked #603.

MAI Capital Management first reported a position in JMSB in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.4M in Q4 2024. 95 funds tracked by Wall St. Rank hold JMSB as of Q2 2026.

MAI Capital Management held 133,192 shares of John Marshall Bancorp worth $2.9M as of Q2 2026.
MAI Capital Management sold 64,924 John Marshall Bancorp shares in Q2 2026, an estimated $1.38M.
John Marshall Bancorp made up 0.01% of MAI Capital Management's portfolio in Q2 2026, its #603 holding.
MAI Capital Management first reported a position in John Marshall Bancorp in Q1 2024 and has held it in 10 quarters since.
MAI Capital Management's John Marshall Bancorp position peaked at $4.4M in Q4 2024.
95 funds tracked by Wall St. Rank held John Marshall Bancorp as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.