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Wealthspire Advisors (New York)’s John Marshall Bancorp JMSB Stock Holding History

Wealthspire Advisors (New York)’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 		$1.3M Buy
+64,141
New +$1.28M 0.01% 358
2025
Q4 		– Sell
-6,802
Closed -$135K – 1991
2025
Q3 		$135K Buy
+6,802
New +$133K ﹤0.01% 918

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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return
EWM
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
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
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Wealthspire Advisors (New York)'s JMSB Position: Q1 2026 in Review

Wealthspire Advisors (New York) opened a new position in John Marshall Bancorp (JMSB) in Q1 2026: 64,141 shares worth $1.3M. The stake represents 0.01% of the portfolio and ranks #358 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in JMSB as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in JMSB in Q3 2025 and has held it in 2 quarters since. 79 funds tracked by Wall St. Rank hold JMSB as of Q1 2026.

  • Wealthspire Advisors (New York) held 64,141 shares of John Marshall Bancorp worth $1.3M as of Q1 2026.
  • John Marshall Bancorp was a new Wealthspire Advisors (New York) position in Q1 2026.
  • John Marshall Bancorp made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #358 holding.
  • Wealthspire Advisors (New York) first reported a position in John Marshall Bancorp in Q3 2025 and has held it in 2 quarters since.
  • 79 funds tracked by Wall St. Rank held John Marshall Bancorp as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.