UBS AM’s John Marshall Bancorp JMSB Stock Holding History

UBS AM’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	$414	Hold	19	–	–	﹤0.01%	3668
2026 Q1	$385	Buy	+19	New	+$380	﹤0.01%	3737

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

UBS AM's JMSB Position: Q2 2026 in Review

UBS AM held its John Marshall Bancorp (JMSB) position steady in Q2 2026 at 19 shares worth $414. The position accounts for ﹤0.01% of the portfolio, ranked #3668.

UBS AM first reported a position in JMSB in Q1 2026 and has held it in 2 quarters since. 95 funds tracked by Wall St. Rank hold JMSB as of Q2 2026.

UBS AM held 19 shares of John Marshall Bancorp worth $414 as of Q2 2026.
UBS AM left its John Marshall Bancorp share count unchanged in Q2 2026.
John Marshall Bancorp made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3668 holding.
UBS AM first reported a position in John Marshall Bancorp in Q1 2026 and has held it in 2 quarters since.
95 funds tracked by Wall St. Rank held John Marshall Bancorp as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.