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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
Q2 		$283 Buy
13
+11
+550% +$233 ﹤0.01% 3383
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 $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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 $3.38T AUM 44.17% 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

Rothschild Investment LLC's JMSB Position: Q2 2026 in Review

Rothschild Investment LLC increased its John Marshall Bancorp (JMSB) stake by 550% in Q2 2026, buying an estimated $233 and bringing the position to 13 shares worth $283. The position accounts for ﹤0.01% of the portfolio, ranked #3383.

Rothschild Investment LLC first reported a position in JMSB in Q4 2025 and has held it in 3 quarters since. 94 funds tracked by Wall St. Rank hold JMSB as of Q2 2026.

  • Rothschild Investment LLC held 13 shares of John Marshall Bancorp worth $283 as of Q2 2026.
  • Rothschild Investment LLC bought 11 John Marshall Bancorp shares in Q2 2026, an estimated $233.
  • John Marshall Bancorp made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3383 holding.
  • Rothschild Investment LLC first reported a position in John Marshall Bancorp in Q4 2025 and has held it in 3 quarters since.
  • 94 funds tracked by Wall St. Rank held John Marshall Bancorp as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.