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 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 $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

Osaic Holdings's JMSB Position: Q1 2026 in Review

Osaic Holdings held its John Marshall Bancorp (JMSB) position steady in Q1 2026 at 10,411 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #4096.

Osaic Holdings first reported a position in JMSB in Q2 2024 and has held it in 7 quarters since. The position peaked at $234K in Q3 2024. 79 funds tracked by Wall St. Rank hold JMSB as of Q1 2026.

Osaic Holdings held 10,411 shares of John Marshall Bancorp worth $211K as of Q1 2026.
Osaic Holdings left its John Marshall Bancorp share count unchanged in Q1 2026.
John Marshall Bancorp made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #4096 holding.
Osaic Holdings first reported a position in John Marshall Bancorp in Q2 2024 and has held it in 7 quarters since.
Osaic Holdings's John Marshall Bancorp position peaked at $234K in Q3 2024.
79 funds tracked by Wall St. Rank held John Marshall Bancorp as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.