UBS Group
JMSB icon

UBS Group’s John Marshall Bancorp JMSB Stock Holding History

UBS Group’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 		$234K Sell
10,735
-307
-3% -$6.51K ﹤0.01% 6707
2026
Q1 		$224K Buy
11,042
+827
+8% +$16.6K ﹤0.01% 6571
2025
Q4 		$204K Sell
10,215
-2,872
-22% -$56.6K ﹤0.01% 6569
2025
Q3 		$259K Sell
13,087
-500
-4% -$9.77K ﹤0.01% 6518
2025
Q2 		$252K Sell
13,587
-1,261
-8% -$21.2K ﹤0.01% 6563
2025
Q1 		$245K Sell
14,848
-4,551
-23% -$84.3K ﹤0.01% 6398
2024
Q4 		$390K Buy
19,399
+4,693
+32% +$103K ﹤0.01% 6018
2024
Q3 		$291K Buy
14,706
+651
+5% +$12.2K ﹤0.01% 5592
2024
Q2 		$245K Sell
14,055
-7,155
-34% -$122K ﹤0.01% 5529
2024
Q1 		$380K Sell
21,210
-229
-1% -$4.32K ﹤0.01% 5397
2023
Q4 		$484K Buy
21,439
+5,812
+37% +$112K ﹤0.01% 5139
2023
Q3 		$279K Sell
15,627
-314
-2% -$5.9K ﹤0.01% 5115
2023
Q2 		$320K Buy
15,941
+2,597
+19% +$51.7K ﹤0.01% 5170
2023
Q1 		$288K Buy
13,344
+806
+6% +$20K ﹤0.01% 5118
2022
Q4 		$361K Buy
12,538
+1,798
+17% +$50.1K ﹤0.01% 4970
2022
Q3 		$264K Sell
10,740
-3,306
-24% -$83.8K ﹤0.01% 4861
2022
Q2 		$317K Buy
+14,046
New +$365K ﹤0.01% 4591

Other funds holding JMSB

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
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
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

UBS Group's JMSB Position: Q2 2026 in Review

UBS Group reduced its John Marshall Bancorp (JMSB) stake by 2.8% in Q2 2026, selling an estimated $6.51K and leaving 10,735 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #6707.

UBS Group first reported a position in JMSB in Q2 2022 and has held it in 17 quarters since. The position peaked at $484K in Q4 2023. 95 funds tracked by Wall St. Rank hold JMSB as of Q2 2026.

  • UBS Group held 10,735 shares of John Marshall Bancorp worth $234K as of Q2 2026.
  • UBS Group sold 307 John Marshall Bancorp shares in Q2 2026, an estimated $6.51K.
  • John Marshall Bancorp made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #6707 holding.
  • UBS Group first reported a position in John Marshall Bancorp in Q2 2022 and has held it in 17 quarters since.
  • UBS Group's John Marshall Bancorp position peaked at $484K in Q4 2023.
  • 95 funds tracked by Wall St. Rank held John Marshall Bancorp as of Q2 2026.

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