True Wealth Design’s John Marshall Bancorp JMSB Stock Holding History

True Wealth Design’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 Q3	$296	Buy	13 +7	+117%	+$160	﹤0.01%	2272
2026 Q2	$131	Buy	6 +5	+500%	+$106	﹤0.01%	2510
2026 Q1	$21	Hold	1	–	–	﹤0.01%	2640
2025 Q4	$20	Hold	1	–	–	﹤0.01%	2483
2025 Q3	$20	Hold	1	–	–	﹤0.01%	2659
2025 Q2	$19	Sell	1 -1	-50%	-$17	﹤0.01%	2515
2025 Q1	$34	Buy	+2	New	+$37	﹤0.01%	2475

Other funds holding JMSB

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

SWM

Selective Wealth Management Forest, Virginia $430M AUM 14.45% 1-Year Est. Return

KPWG

KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

True Wealth Design's JMSB Position: Q3 2026 in Review

True Wealth Design increased its John Marshall Bancorp (JMSB) stake by 117% in Q3 2026, buying an estimated $160 and bringing the position to 13 shares worth $296. The position accounts for ﹤0.01% of the portfolio, ranked #2272.

True Wealth Design first reported a position in JMSB in Q1 2025 and has held it in 7 quarters since. 8 funds tracked by Wall St. Rank hold JMSB as of Q3 2026.

True Wealth Design held 13 shares of John Marshall Bancorp worth $296 as of Q3 2026.
True Wealth Design bought 7 John Marshall Bancorp shares in Q3 2026, an estimated $160.
John Marshall Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2272 holding.
True Wealth Design first reported a position in John Marshall Bancorp in Q1 2025 and has held it in 7 quarters since.
8 funds tracked by Wall St. Rank held John Marshall Bancorp as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.