TWD
JMSB icon

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

TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return