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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
Q1 		$122 Buy
+6
New +$120 ﹤0.01% 3243

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 $971M AUM 17.81% 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

Root Financial Partners's JMSB Position: Q1 2026 in Review

Root Financial Partners opened a new position in John Marshall Bancorp (JMSB) in Q1 2026: 6 shares worth $122. The stake represents ﹤0.01% of the portfolio and ranks #3243 among its holdings.

79 funds tracked by Wall St. Rank hold JMSB as of Q1 2026.

  • Root Financial Partners held 6 shares of John Marshall Bancorp worth $122 as of Q1 2026.
  • John Marshall Bancorp was a new Root Financial Partners position in Q1 2026.
  • John Marshall Bancorp made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3243 holding.
  • 79 funds tracked by Wall St. Rank held John Marshall Bancorp as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.