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NewEdge Advisors’s John Marshall Bancorp JMSB Stock Holding History

NewEdge Advisors’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 		$460K Buy
+21,086
New +$447K ﹤0.01% 2197
2025
Q4 		– Sell
-11,530
Closed -$229K – 4316
2025
Q3 		$229K Buy
+11,530
New +$225K ﹤0.01% 2348

Other funds holding JMSB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
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
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

NewEdge Advisors's JMSB Position: Q2 2026 in Review

NewEdge Advisors opened a new position in John Marshall Bancorp (JMSB) in Q2 2026: 21,086 shares worth $460K. The stake represents ﹤0.01% of the portfolio and ranks #2197 among its holdings. This is a return to the name: NewEdge Advisors previously reported a position in JMSB as recently as Q3 2025.

NewEdge Advisors first reported a position in JMSB in Q3 2025 and has held it in 2 quarters since. 95 funds tracked by Wall St. Rank hold JMSB as of Q2 2026.

  • NewEdge Advisors held 21,086 shares of John Marshall Bancorp worth $460K as of Q2 2026.
  • John Marshall Bancorp was a new NewEdge Advisors position in Q2 2026.
  • John Marshall Bancorp made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2197 holding.
  • NewEdge Advisors first reported a position in John Marshall Bancorp in Q3 2025 and has held it in 2 quarters since.
  • 95 funds tracked by Wall St. Rank held John Marshall Bancorp as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.