Toth Financial Advisory’s John Marshall Bancorp JMSB Stock Holding History

Toth Financial Advisory’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	$7.33M	Sell	336,253 -32,368	-9%	-$686K	0.72%	53
2026 Q1	$7.48M	Sell	368,621 -5,858	-2%	-$117K	0.82%	46
2025 Q4	$7.49M	Sell	374,479 -16,268	-4%	-$320K	0.81%	46
2025 Q3	$7.74M	Sell	390,747 -12,141	-3%	-$237K	0.84%	43
2025 Q2	$7.47M	Sell	402,888 -13,656	-3%	-$230K	0.87%	39
2025 Q1	$6.88M	Sell	416,544 -18,210	-4%	-$337K	0.83%	44
2024 Q4	$8.73M	Sell	434,754 -8,763	-2%	-$192K	1.03%	32
2024 Q3	$8.77M	Sell	443,517 -26,837	-6%	-$502K	1.04%	32
2024 Q2	$8.2M	Buy	470,354 +21,160	+5%	+$360K	1.04%	32
2024 Q1	$8.05M	Sell	449,194 -35,450	-7%	-$669K	1.01%	33
2023 Q4	$10.9M	Buy	484,644 +61,315	+14%	+$1.18M	1.48%	14
2023 Q3	$7.56M	Sell	423,329 -6,833	-2%	-$128K	1.15%	28
2023 Q2	$8.64M	Sell	430,162 -4,781	-1%	-$95.2K	1.25%	23
2023 Q1	$9.39M	Sell	434,943 -13,013	-3%	-$323K	1.47%	14
2022 Q4	$12.9M	Sell	447,956 -19,870	-4%	-$554K	2.09%	6
2022 Q3	$11.5M	Buy	467,826 +35,638	+8%	+$903K	2.08%	7
2022 Q2	$9.74M	Buy	+432,188	New	+$11.2M	1.7%	12

Other funds holding JMSB

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

EWM

Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

EPCA

Elizabeth Park Capital Advisors Pepper Pike, Ohio $145M AUM 35.04% 1-Year Est. Return

Toth Financial Advisory's JMSB Position: Q2 2026 in Review

Toth Financial Advisory reduced its John Marshall Bancorp (JMSB) stake by 8.8% in Q2 2026, selling an estimated $686K and leaving 336,253 shares worth $7.33M. The position accounts for 0.72% of the portfolio, ranked #53.

Toth Financial Advisory first reported a position in JMSB in Q2 2022 and has held it in 17 quarters since. The position peaked at $12.9M in Q4 2022. 95 funds tracked by Wall St. Rank hold JMSB as of Q2 2026.

Toth Financial Advisory held 336,253 shares of John Marshall Bancorp worth $7.33M as of Q2 2026.
Toth Financial Advisory sold 32,368 John Marshall Bancorp shares in Q2 2026, an estimated $686K.
John Marshall Bancorp made up 0.72% of Toth Financial Advisory's portfolio in Q2 2026, its #53 holding.
Toth Financial Advisory first reported a position in John Marshall Bancorp in Q2 2022 and has held it in 17 quarters since.
Toth Financial Advisory's John Marshall Bancorp position peaked at $12.9M in Q4 2022.
95 funds tracked by Wall St. Rank held John Marshall Bancorp as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.