Vanguard Group

Vanguard Group’s John Marshall Bancorp JMSB Stock Holding History

Vanguard 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
2025 Q4	$13.8M	Buy	692,614 +42,947	+7%	+$846K	﹤0.01%	2795
2025 Q3	$12.9M	Sell	649,667 -5,309	-0.8%	-$104K	﹤0.01%	2836
2025 Q2	$12.1M	Buy	654,976 +6,247	+1%	+$105K	﹤0.01%	2799
2025 Q1	$10.7M	Buy	648,729 +203	+0%	+$3.76K	﹤0.01%	2810
2024 Q4	$13M	Buy	648,526 +2,062	+0.3%	+$45.1K	﹤0.01%	2808
2024 Q3	$12.8M	Buy	646,464 +21,826	+3%	+$409K	﹤0.01%	2833
2024 Q2	$10.9M	Buy	624,638 +6,595	+1%	+$112K	﹤0.01%	2865
2024 Q1	$11.1M	Buy	618,043 +7,615	+1%	+$144K	﹤0.01%	2903
2023 Q4	$13.8M	Buy	610,428 +34,879	+6%	+$670K	﹤0.01%	2778
2023 Q3	$10.3M	Buy	575,549 +1,465	+0.3%	+$27.5K	﹤0.01%	2860
2023 Q2	$11.5M	Buy	574,084 +592	+0.1%	+$11.8K	﹤0.01%	2863
2023 Q1	$12.4M	Buy	573,492 +3,655	+0.6%	+$90.7K	﹤0.01%	2824
2022 Q4	$16.4M	Buy	569,837 +1,853	+0.3%	+$51.6K	﹤0.01%	2719
2022 Q3	$13.9M	Sell	567,984 -1,024	-0.2%	-$25.9K	﹤0.01%	2793
2022 Q2	$12.8M	Buy	+569,008	New	+$14.8M	﹤0.01%	2850

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

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

Bank of America

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

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

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

Fourthstone LLC St Louis, Missouri $590M AUM 29.58% 1-Year Est. Return