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 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

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

TFA

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 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

True Wealth Design's JMSB Position: Q2 2026 in Review

True Wealth Design increased its John Marshall Bancorp (JMSB) stake by 500% in Q2 2026, buying an estimated $106 and bringing the position to 6 shares worth $131. The position accounts for ﹤0.01% of the portfolio, ranked #2510.

True Wealth Design first reported a position in JMSB in Q1 2025 and has held it in 6 quarters since. 95 funds tracked by Wall St. Rank hold JMSB as of Q2 2026.

True Wealth Design held 6 shares of John Marshall Bancorp worth $131 as of Q2 2026.
True Wealth Design bought 5 John Marshall Bancorp shares in Q2 2026, an estimated $106.
John Marshall Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2510 holding.
True Wealth Design first reported a position in John Marshall Bancorp in Q1 2025 and has held it in 6 quarters since.
95 funds tracked by Wall St. Rank held John Marshall Bancorp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.