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
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 $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $17.6B AUM 18.87% 1-Year Est. Return