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

Wealth Enhancement Trust 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 Q2	$22	Buy	+1	New	+$21	﹤0.01%	1500

Other funds holding JMSB

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

Selective Wealth Management Forest, Virginia $381M AUM 12.79% 1-Year Est. Return

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

Wealth Enhancement Trust Services's JMSB Position: Q2 2026 in Review

Wealth Enhancement Trust Services opened a new position in John Marshall Bancorp (JMSB) in Q2 2026: 1 share worth $22. The stake represents ﹤0.01% of the portfolio and ranks #1500 among its holdings.

10 funds tracked by Wall St. Rank hold JMSB as of Q2 2026.

Wealth Enhancement Trust Services held 1 share of John Marshall Bancorp worth $22 as of Q2 2026.
John Marshall Bancorp was a new Wealth Enhancement Trust Services position in Q2 2026.
John Marshall Bancorp made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #1500 holding.
10 funds tracked by Wall St. Rank held John Marshall Bancorp as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.