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Root Financial Partners’s John Marshall Bancorp JMSB Stock Holding History

Root Financial Partners’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 		– Sell
-6
Closed -$122 – 1852
2026
Q1 		$122 Buy
+6
New +$120 ﹤0.01% 3243

Other funds holding JMSB

T. Rowe Price Investment Management
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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

Root Financial Partners's JMSB Position: Q2 2026 in Review

Root Financial Partners sold out of John Marshall Bancorp (JMSB) in Q2 2026, closing a stake of 6 shares — an estimated $122 sold.

Root Financial Partners first reported a position in JMSB in Q1 2026 and held it in 1 quarter. The position peaked at $122 in Q1 2026. 94 funds tracked by Wall St. Rank hold JMSB as of Q2 2026.

  • Root Financial Partners reported no remaining John Marshall Bancorp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 6 John Marshall Bancorp shares in Q2 2026, an estimated $122.
  • Root Financial Partners first reported a position in John Marshall Bancorp in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's John Marshall Bancorp position peaked at $122 in Q1 2026.
  • 94 funds tracked by Wall St. Rank held John Marshall Bancorp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.