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 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 $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

FCM

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

TFA

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

EWM

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

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Meridian Financial Partners's JMSB Position: Q1 2026 in Review

Meridian Financial Partners held its John Marshall Bancorp (JMSB) position steady in Q1 2026 at 57,619 shares worth $1.18M. The position accounts for 0.45% of the portfolio, ranked #50.

Meridian Financial Partners first reported a position in JMSB in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.89M in Q2 2022. 79 funds tracked by Wall St. Rank hold JMSB as of Q1 2026.

Meridian Financial Partners held 57,619 shares of John Marshall Bancorp worth $1.18M as of Q1 2026.
Meridian Financial Partners left its John Marshall Bancorp share count unchanged in Q1 2026.
John Marshall Bancorp made up 0.45% of Meridian Financial Partners's portfolio in Q1 2026, its #50 holding.
Meridian Financial Partners first reported a position in John Marshall Bancorp in Q2 2022 and has held it in 16 quarters since.
Meridian Financial Partners's John Marshall Bancorp position peaked at $1.89M in Q2 2022.
79 funds tracked by Wall St. Rank held John Marshall Bancorp as of Q1 2026.

Based on Meridian Financial Partners's 13F filing for Q1 2026, filed 15 Apr 2026.