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Sunbelt Securities’s John Marshall Bancorp JMSB Stock Holding History

Sunbelt Securities’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 		$20 Hold
1
– – ﹤0.01% 2878
2025
Q4 		$20 Hold
1
– – ﹤0.01% 2730
2025
Q3 		$20 Buy
+1
New +$20 ﹤0.01% 2657

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

Sunbelt Securities's JMSB Position: Q1 2026 in Review

Sunbelt Securities held its John Marshall Bancorp (JMSB) position steady in Q1 2026 at 1 share worth $20. The position accounts for ﹤0.01% of the portfolio, ranked #2878.

Sunbelt Securities first reported a position in JMSB in Q3 2025 and has held it in 3 quarters since. 79 funds tracked by Wall St. Rank hold JMSB as of Q1 2026.

  • Sunbelt Securities held 1 share of John Marshall Bancorp worth $20 as of Q1 2026.
  • Sunbelt Securities left its John Marshall Bancorp share count unchanged in Q1 2026.
  • John Marshall Bancorp made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2878 holding.
  • Sunbelt Securities first reported a position in John Marshall Bancorp in Q3 2025 and has held it in 3 quarters since.
  • 79 funds tracked by Wall St. Rank held John Marshall Bancorp as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.