Wealth Enhancement Advisory Services
JMSB icon

Wealth Enhancement Advisory Services’s John Marshall Bancorp JMSB Stock Holding History

Wealth Enhancement Advisory Services’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 		– Sell
-16,529
Closed -$324K – 3755
2025
Q4 		$324K Buy
+16,529
New +$326K ﹤0.01% 2855

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
FCM
FJ Capital Management Mclean, Virginia $770M AUM 28.42% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 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 $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MAI Capital Management
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Wealth Enhancement Advisory Services's JMSB Position: Q1 2026 in Review

Wealth Enhancement Advisory Services sold out of John Marshall Bancorp (JMSB) in Q1 2026, closing a stake of 16,529 shares — an estimated $324K sold.

Wealth Enhancement Advisory Services first reported a position in JMSB in Q4 2025 and held it in 1 quarter. The position peaked at $324K in Q4 2025. 79 funds tracked by Wall St. Rank hold JMSB as of Q1 2026.

  • Wealth Enhancement Advisory Services reported no remaining John Marshall Bancorp position as of Q1 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 16,529 John Marshall Bancorp shares in Q1 2026, an estimated $324K.
  • Wealth Enhancement Advisory Services first reported a position in John Marshall Bancorp in Q4 2025 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's John Marshall Bancorp position peaked at $324K in Q4 2025.
  • 79 funds tracked by Wall St. Rank held John Marshall Bancorp as of Q1 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2026, filed 8 Apr 2026.