Meridian Financial Partners’s John Marshall Bancorp JMSB Stock Holding History

Meridian Financial Partners’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	$1.26M	Hold	57,619	–	–	0.43%	52
2026 Q1	$1.18M	Hold	57,619	–	–	0.45%	50
2025 Q4	$1.22M	Hold	57,619	–	–	0.48%	45
2025 Q3	$1.09M	Hold	57,619	–	–	0.45%	50
2025 Q2	$1.07M	Hold	57,619	–	–	0.5%	47
2025 Q1	$952K	Hold	57,619	–	–	0.48%	46
2024 Q4	$1.16M	Sell	57,619 -4,800	-8%	-$105K	0.61%	42
2024 Q3	$1.24M	Sell	62,419 -2,511	-4%	-$47K	0.62%	38
2024 Q2	$1.23M	Hold	64,930	–	–	0.73%	34
2024 Q1	$1.06M	Hold	64,930	–	–	1.36%	21
2023 Q4	$1.33M	Sell	64,930 -6,777	-9%	-$130K	1.36%	19
2023 Q3	$1.25M	Hold	71,707	–	–	1.28%	17
2023 Q2	$1.43M	Hold	71,707	–	–	0.86%	27
2023 Q1	$1.56M	Hold	71,707	–	–	1.77%	13
2022 Q4	$1.79M	Hold	71,707	–	–	2.01%	13
2022 Q3	$1.85M	Hold	71,707	–	–	2.62%	10
2022 Q2	$1.89M	Buy	+71,707	New	+$1.86M	1.28%	20

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

Meridian Financial Partners's JMSB Position: Q2 2026 in Review

Meridian Financial Partners held its John Marshall Bancorp (JMSB) position steady in Q2 2026 at 57,619 shares worth $1.26M. The position accounts for 0.43% of the portfolio, ranked #52.

Meridian Financial Partners first reported a position in JMSB in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.89M in Q2 2022. 95 funds tracked by Wall St. Rank hold JMSB as of Q2 2026.

Meridian Financial Partners held 57,619 shares of John Marshall Bancorp worth $1.26M as of Q2 2026.
Meridian Financial Partners left its John Marshall Bancorp share count unchanged in Q2 2026.
John Marshall Bancorp made up 0.43% of Meridian Financial Partners's portfolio in Q2 2026, its #52 holding.
Meridian Financial Partners first reported a position in John Marshall Bancorp in Q2 2022 and has held it in 17 quarters since.
Meridian Financial Partners's John Marshall Bancorp position peaked at $1.89M in Q2 2022.
95 funds tracked by Wall St. Rank held John Marshall Bancorp as of Q2 2026.

Based on Meridian Financial Partners's 13F filing for Q2 2026, filed 24 Jul 2026.