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Rothschild Investment LLC’s John Marshall Bancorp JMSB Stock Holding History

Rothschild Investment LLC’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 		$41 Buy
2
+1
+100% +$20 ﹤0.01% 3480
2025
Q4 		$20 Buy
+1
New +$20 ﹤0.01% 3339

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

Rothschild Investment LLC's JMSB Position: Q1 2026 in Review

Rothschild Investment LLC increased its John Marshall Bancorp (JMSB) stake by 100% in Q1 2026, buying an estimated $20 and bringing the position to 2 shares worth $41. The position accounts for ﹤0.01% of the portfolio, ranked #3480.

Rothschild Investment LLC first reported a position in JMSB in Q4 2025 and has held it in 2 quarters since. 79 funds tracked by Wall St. Rank hold JMSB as of Q1 2026.

  • Rothschild Investment LLC held 2 shares of John Marshall Bancorp worth $41 as of Q1 2026.
  • Rothschild Investment LLC bought 1 John Marshall Bancorp share in Q1 2026, an estimated $20.
  • John Marshall Bancorp made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #3480 holding.
  • Rothschild Investment LLC first reported a position in John Marshall Bancorp in Q4 2025 and has held it in 2 quarters since.
  • 79 funds tracked by Wall St. Rank held John Marshall Bancorp as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.