MCM
JMSB icon

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
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

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VCM
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FCM
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TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
EWM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RIP
Rhino Investment Partners West Conshohocken, Pennsylvania $359M AUM 22.33% 1-Year Est. Return