RhumbLine Advisers
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RhumbLine Advisers’s John Marshall Bancorp JMSB Stock Holding History

RhumbLine Advisers’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 		$337K Sell
16,632
-211
-1% -$4.22K ﹤0.01% 2854
2025
Q4 		$337K Sell
16,843
-2,079
-11% -$40.9K ﹤0.01% 2900
2025
Q3 		$375K Sell
18,922
-338
-2% -$6.6K ﹤0.01% 2874
2025
Q2 		$357K Buy
19,260
+1,275
+7% +$21.4K ﹤0.01% 2887
2025
Q1 		$297K Sell
17,985
-546
-3% -$10.1K ﹤0.01% 2896
2024
Q4 		$372K Buy
18,531
+536
+3% +$11.7K ﹤0.01% 2852
2024
Q3 		$356K Sell
17,995
-229
-1% -$4.29K ﹤0.01% 2932
2024
Q2 		$318K Buy
18,224
+484
+3% +$8.23K ﹤0.01% 2962
2024
Q1 		$318K Buy
17,740
+524
+3% +$9.88K ﹤0.01% 2946
2023
Q4 		$388K Sell
17,216
-185
-1% -$3.56K ﹤0.01% 2816
2023
Q3 		$311K Buy
17,401
+152
+0.9% +$2.86K ﹤0.01% 2918
2023
Q2 		$347K Buy
17,249
+64
+0.4% +$1.27K ﹤0.01% 2921
2023
Q1 		$371K Buy
17,185
+314
+2% +$7.79K ﹤0.01% 2542
2022
Q4 		$486K Buy
16,871
+352
+2% +$9.81K ﹤0.01% 2477
2022
Q3 		$406K Buy
16,519
+924
+6% +$23.4K ﹤0.01% 2592
2022
Q2 		$352K Buy
+15,595
New +$405K ﹤0.01% 2672

Other funds holding JMSB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
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