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Pension & Wealth Management Advisors’s John Marshall Bancorp JMSB Stock Holding History

Pension & Wealth Management 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
Q3 		$3.68K Buy
+162
New +$3.7K ﹤0.01% 998

Other funds holding JMSB

TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
SWM
Selective Wealth Management Forest, Virginia $430M AUM 14.45% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Pension & Wealth Management Advisors's JMSB Position: Q3 2026 in Review

Pension & Wealth Management Advisors opened a new position in John Marshall Bancorp (JMSB) in Q3 2026: 162 shares worth $3.68K. The stake represents ﹤0.01% of the portfolio and ranks #998 among its holdings.

10 funds tracked by Wall St. Rank hold JMSB as of Q3 2026.

  • Pension & Wealth Management Advisors held 162 shares of John Marshall Bancorp worth $3.68K as of Q3 2026.
  • John Marshall Bancorp was a new Pension & Wealth Management Advisors position in Q3 2026.
  • John Marshall Bancorp made up ﹤0.01% of Pension & Wealth Management Advisors's portfolio in Q3 2026, its #998 holding.
  • 10 funds tracked by Wall St. Rank held John Marshall Bancorp as of Q3 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.