Osaic Holdings’s John Marshall Bancorp JMSB Stock Holding History

Osaic Holdings’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	$184K	Sell	8,433 -1,978	-19%	-$41.9K	﹤0.01%	4496
2026 Q1	$211K	Hold	10,411	–	–	﹤0.01%	4096
2025 Q4	$208K	Hold	10,411	–	–	﹤0.01%	4129
2025 Q3	$206K	Hold	10,411	–	–	﹤0.01%	4188
2025 Q2	$193K	Buy	+10,411	New	+$175K	﹤0.01%	3976
2025 Q1	–	Sell	-10,705	Closed	-$215K	–	7586
2024 Q4	$215K	Sell	10,705 -1,128	-10%	-$24.7K	﹤0.01%	3534
2024 Q3	$234K	Buy	11,833 +68	+0.6%	+$1.27K	﹤0.01%	3520
2024 Q2	$205K	Buy	+11,765	New	+$200K	﹤0.01%	3536

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

Osaic Holdings's JMSB Position: Q2 2026 in Review

Osaic Holdings reduced its John Marshall Bancorp (JMSB) stake by 19% in Q2 2026, selling an estimated $41.9K and leaving 8,433 shares worth $184K. The position accounts for ﹤0.01% of the portfolio, ranked #4496.

Osaic Holdings first reported a position in JMSB in Q2 2024 and has held it in 8 quarters since. The position peaked at $234K in Q3 2024. 95 funds tracked by Wall St. Rank hold JMSB as of Q2 2026.

Osaic Holdings held 8,433 shares of John Marshall Bancorp worth $184K as of Q2 2026.
Osaic Holdings sold 1,978 John Marshall Bancorp shares in Q2 2026, an estimated $41.9K.
John Marshall Bancorp made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #4496 holding.
Osaic Holdings first reported a position in John Marshall Bancorp in Q2 2024 and has held it in 8 quarters since.
Osaic Holdings's John Marshall Bancorp position peaked at $234K in Q3 2024.
95 funds tracked by Wall St. Rank held John Marshall Bancorp as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.