UBS Group

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 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 $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Evermay Wealth Management Arlington, Virginia $902M AUM 14.76% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return