Mariner

Mariner’s John Marshall Bancorp JMSB Stock Holding History

Mariner’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	$338K	Buy	16,672 +104	+0.6%	+$2.08K	﹤0.01%	2761
2025 Q4	$331K	Buy	16,568 +64	+0.4%	+$1.26K	﹤0.01%	2755
2025 Q3	$327K	Buy	16,504 +196	+1%	+$3.83K	﹤0.01%	2738
2025 Q2	$302K	Buy	16,308 +16	+0.1%	+$269	﹤0.01%	2719
2025 Q1	$269K	Sell	16,292 -14	-0.1%	-$259	﹤0.01%	2729
2024 Q4	$327K	Sell	16,306 -81	-0.5%	-$1.77K	﹤0.01%	2547
2024 Q3	$324K	Buy	16,387 +2,266	+16%	+$42.4K	﹤0.01%	2509
2024 Q2	$246K	Sell	14,121 -47	-0.3%	-$799	﹤0.01%	2608
2024 Q1	$254K	Sell	14,168 -221	-2%	-$4.17K	﹤0.01%	2582
2023 Q4	$325K	Sell	14,389 -38	-0.3%	-$730	﹤0.01%	2263
2023 Q3	$258K	Sell	14,427 -2,972	-17%	-$55.8K	﹤0.01%	2283
2023 Q2	$350K	Buy	17,399 +928	+6%	+$18.5K	﹤0.01%	2002
2023 Q1	$356K	Sell	16,471 -8,440	-34%	-$209K	﹤0.01%	1938
2022 Q4	$717K	Buy	24,911 +9,172	+58%	+$256K	﹤0.01%	1415
2022 Q3	$387K	Buy	15,739 +1,777	+13%	+$45K	﹤0.01%	1586
2022 Q2	$315K	Buy	+13,962	New	+$362K	﹤0.01%	1269

Other funds holding JMSB

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Evermay Wealth Management Arlington, Virginia $902M AUM 14.76% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return