Wells Fargo
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Wells Fargo’s John Marshall Bancorp JMSB Stock Holding History

Wells Fargo’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 		$294K Buy
13,505
+5,785
+75% +$123K ﹤0.01% 4957
2026
Q1 		$157K Sell
7,720
-8,591
-53% -$172K ﹤0.01% 4846
2025
Q4 		$326K Buy
16,311
+4,481
+38% +$88.3K ﹤0.01% 4784
2025
Q3 		$234K Buy
11,830
+94
+0.8% +$1.84K ﹤0.01% 4849
2025
Q2 		$217K Buy
11,736
+595
+5% +$10K ﹤0.01% 4726
2025
Q1 		$184K Buy
11,141
+167
+2% +$3.1K ﹤0.01% 4767
2024
Q4 		$220K Buy
10,974
+401
+4% +$8.77K ﹤0.01% 4739
2024
Q3 		$209K Buy
10,573
+260
+3% +$4.87K ﹤0.01% 4542
2024
Q2 		$180K Buy
10,313
+1,098
+12% +$18.7K ﹤0.01% 4580
2024
Q1 		$165K Buy
9,215
+563
+7% +$10.6K ﹤0.01% 4587
2023
Q4 		$195K Buy
8,652
+457
+6% +$8.78K ﹤0.01% 4479
2023
Q3 		$146K Sell
8,195
-1,897
-19% -$35.6K ﹤0.01% 4551
2023
Q2 		$203K Buy
10,092
+1,187
+13% +$23.6K ﹤0.01% 4580
2023
Q1 		$192K Buy
8,905
+4,554
+105% +$113K ﹤0.01% 4457
2022
Q4 		$125K Sell
4,351
-330
-7% -$9.2K ﹤0.01% 4429
2022
Q3 		$115K Sell
4,681
-116
-2% -$2.94K ﹤0.01% 4533
2022
Q2 		$108K Buy
+4,797
New +$125K ﹤0.01% 4594

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 $1.02B AUM 28.36% 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 $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MCM
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

Wells Fargo's JMSB Position: Q2 2026 in Review

Wells Fargo increased its John Marshall Bancorp (JMSB) stake by 75% in Q2 2026, buying an estimated $123K and bringing the position to 13,505 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #4957.

Wells Fargo first reported a position in JMSB in Q2 2022 and has held it in 17 quarters since. The position peaked at $326K in Q4 2025. 95 funds tracked by Wall St. Rank hold JMSB as of Q2 2026.

  • Wells Fargo held 13,505 shares of John Marshall Bancorp worth $294K as of Q2 2026.
  • Wells Fargo bought 5,785 John Marshall Bancorp shares in Q2 2026, an estimated $123K.
  • John Marshall Bancorp made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #4957 holding.
  • Wells Fargo first reported a position in John Marshall Bancorp in Q2 2022 and has held it in 17 quarters since.
  • Wells Fargo's John Marshall Bancorp position peaked at $326K in Q4 2025.
  • 95 funds tracked by Wall St. Rank held John Marshall Bancorp as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.