Wealthspire Advisors (New York)
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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
Q2 		$1.4M Buy
64,333
+192
+0.3% +$4.07K 0.01% 492
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 $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
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Wealthspire Advisors (New York)'s JMSB Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its John Marshall Bancorp (JMSB) stake by 0.3% in Q2 2026, buying an estimated $4.07K and bringing the position to 64,333 shares worth $1.4M. The position accounts for 0.01% of the portfolio, ranked #492.

Wealthspire Advisors (New York) first reported a position in JMSB in Q3 2025 and has held it in 3 quarters since. 94 funds tracked by Wall St. Rank hold JMSB as of Q2 2026.

  • Wealthspire Advisors (New York) held 64,333 shares of John Marshall Bancorp worth $1.4M as of Q2 2026.
  • Wealthspire Advisors (New York) bought 192 John Marshall Bancorp shares in Q2 2026, an estimated $4.07K.
  • John Marshall Bancorp made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #492 holding.
  • Wealthspire Advisors (New York) first reported a position in John Marshall Bancorp in Q3 2025 and has held it in 3 quarters since.
  • 94 funds tracked by Wall St. Rank held John Marshall Bancorp as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.