John Marshall Bancorp Inc (JMSB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Evermay Wealth Management LLC

INCREASED

Shares405,365 from 351,149

Change+54,216 (+15%)

Value$9.2M (+$1.6M)

Filed 2026-11-05

Toth Financial Advisory Corp

INCREASED

Shares360,042 from 336,253

Change+23,789 (+7%)

Value$8.2M (+$846.2K)

Filed 2026-10-08

Geode Capital Management, LLC

DECREASED

Shares299,601 from 316,184

Change-16,583 (-5%)

Value$6.8M (-$88.8K)

Filed 2026-11-06

MacKenzie Financial Corp

INCREASED

Shares95,840 from 88,203

Change+7,637 (+9%)

Value$2.2M (+$253.7K)

Filed 2026-11-02

Meridian Financial Partners LLC

UNCHANGED

Shares57,619 from 57,619

Change0 (0%)

Value$1.3M (+$49.0K)

Filed 2026-10-23

Dimensional Fund Advisors LP

INCREASED

Shares56,295 from 24,221

Change+32,074 (+132%)

Value$1.3M (+$750.6K)

Filed 2026-11-04

Selective Wealth Management, Inc.

UNCHANGED

Shares41,103 from 41,103

Change0 (0%)

Value$936.7K (+$25.1K)

Filed 2026-10-16

Bank of New York Mellon Corp

DECREASED

Shares32,365 from 33,954

Change-1,589 (-5%)

Value$735.0K (-$5.2K)

Filed 2026-11-05

KFA Private Wealth Group, LLC

UNCHANGED

Shares14,865 from 14,865

Change0 (0%)

Value$337.6K (+$13.5K)

Filed 2026-10-07

Lido Advisors, LLC

UNCHANGED

Shares12,505 from 12,505

Change0 (0%)

Value$284.0K (+$11.4K)

Filed 2026-11-04

Russell Investments Group, Ltd.

INCREASED

Shares10,510 from 10,282

Change+228 (+2%)

Value$239.2K (+$14.9K)

Filed 2026-11-06

Deutsche Bank Ag\

DECREASED

Shares9,587 from 11,005

Change-1,418 (-13%)

Value$217.7K (-$22.2K)

Filed 2026-11-06

Barclays PLC

INCREASED

Shares6,885 from 3,698

Change+3,187 (+86%)

Value$156.4K (+$75.7K)

Filed 2026-11-06

Strs Ohio

INCREASED

Shares2,200 from 1,600

Change+600 (+38%)

Value$50.0K (+$15.1K)

Filed 2026-10-30

Citigroup Inc

DECREASED

Shares901 from 6,130

Change-5,229 (-85%)

Value$20.5K (-$113.2K)

Filed 2026-11-04

Versant Capital Management, Inc

INCREASED

Shares665 from 475

Change+190 (+40%)

Value$15.1K (+$4.7K)

Filed 2026-10-02

Sterling Capital Management LLC

DECREASED

Shares249 from 254

Change-5 (-2%)

Value$5.7K (+$118)

Filed 2026-10-22

Gamma Investing LLC

UNCHANGED

Shares246 from 246

Change0 (0%)

Value$5.6K (+$224)

Filed 2026-10-08

Pension & Wealth Management Advisors, Inc.

NEW

Shares162

Change+162

Value$3.7K

Filed 2026-10-16

Harbor Capital Advisors, Inc.

DECREASED

Shares127 from 134

Change-7 (-5%)

Value$3 ($0)

Filed 2026-10-22

Allworth Financial LP

UNCHANGED

Shares99 from 99

Change0 (0%)

Value$2.2K ($0)

Filed 2026-11-06

Larson Financial Group LLC

UNCHANGED

Shares99 from 99

Change0 (0%)

Value$2.2K (+$90)

Filed 2026-11-05

IFP Advisors, Inc

INCREASED

Shares77 from 44

Change+33 (+75%)

Value$1.7K (+$790)

Filed 2026-10-16

Farther Finance Advisors, LLC

INCREASED

Shares62 from 9

Change+53 (+589%)

Value$1.4K (+$1.2K)

Filed 2026-10-08

SJS Investment Consulting Inc.

INCREASED

Shares50 from 1

Change+49 (+4900%)

Value$1.1K (+$1.1K)

Filed 2026-10-26

Essential Partners LLC

INCREASED

Shares44 from 42

Change+2 (+5%)

Value$999 (+$83)

Filed 2026-10-14

EverSource Wealth Advisors, LLC

INCREASED

Shares43 from 22

Change+21 (+95%)

Value$976 (+$496)

Filed 2026-11-04

Root Financial Partners, LLC

NEW

Shares25

Change+25

Value$568

Filed 2026-10-21

US Bancorp \de\

NEW

Shares17

Change+17

Value$386

Filed 2026-11-05

Nisa Investment Advisors, LLC

DECREASED

Shares13 from 331

Change-318 (-96%)

Value$295 (-$6.9K)

Filed 2026-10-20

True Wealth Design, LLC

INCREASED

Shares13 from 6

Change+7 (+117%)

Value$296 (+$165)

Filed 2026-10-13

Covestor Ltd

INCREASED

Shares7 from 3

Change+4 (+133%)

Value$0 ($0)

Filed 2026-10-30

Caitong International Asset Management Co., Ltd

NEW

Shares2

Change+2

Value$45

Filed 2026-10-29

Clearstead Advisors, LLC

NEW

Shares1

Change+1

Value$23

Filed 2026-11-06

Wealth Enhancement Trust Services, Inc.

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$22)

Filed 2026-10-07

T. Rowe Price Investment Management, Inc.

N/A

Shares— from 1,965,531

Change-1,965,531 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 984,411

Change-984,411 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 534,570

Change-534,570 (-100%)

Value—

State Street Corp

N/A

Shares— from 218,522

Change-218,522 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 178,112

Change-178,112 (-100%)

Value—

MAI Capital Management

N/A

Shares— from 133,192

Change-133,192 (-100%)

Value—

Brown Advisory Inc

N/A

Shares— from 108,342

Change-108,342 (-100%)

Value—

Elizabeth Park Capital Advisors, Ltd.

N/A

Shares— from 105,339

Change-105,339 (-100%)

Value—

Cresset Asset Management, LLC

N/A

Shares— from 104,494

Change-104,494 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 103,700

Change-103,700 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 99,995

Change-99,995 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 98,090

Change-98,090 (-100%)

Value—

Acadian Asset Management LLC

N/A

Shares— from 91,906

Change-91,906 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 84,517

Change-84,517 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 82,862

Change-82,862 (-100%)

Value—

Wealthspire Advisors, LLC

N/A

Shares— from 64,333

Change-64,333 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 55,470

Change-55,470 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 46,416

Change-46,416 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 45,500

Change-45,500 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 42,222

Change-42,222 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 38,463

Change-38,463 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 36,244

Change-36,244 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 30,689

Change-30,689 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 28,908

Change-28,908 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 27,586

Change-27,586 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 24,310

Change-24,310 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 22,461

Change-22,461 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 21,550

Change-21,550 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 21,086

Change-21,086 (-100%)

Value—

Snowden Capital Advisors LLC

N/A

Shares— from 21,016

Change-21,016 (-100%)

Value—

Mariner, LLC

N/A

Shares— from 17,836

Change-17,836 (-100%)

Value—

Man Group plc

N/A

Shares— from 16,796

Change-16,796 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 15,590

Change-15,590 (-100%)

Value—

Blue Edge Capital, LLC

N/A

Shares— from 15,500

Change-15,500 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 14,985

Change-14,985 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 14,631

Change-14,631 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 14,077

Change-14,077 (-100%)

Value—

SG Americas Securities, LLC

N/A

Shares— from 13,898

Change-13,898 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 13,505

Change-13,505 (-100%)

Value—

UBS Group AG

N/A

Shares— from 10,735

Change-10,735 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 10,674

Change-10,674 (-100%)

Value—

Occudo Quantitative Strategies LP

N/A

Shares— from 10,624

Change-10,624 (-100%)

Value—

Quadrature Capital Ltd

N/A

Shares— from 9,274

Change-9,274 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 8,433

Change-8,433 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 7,245

Change-7,245 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 6,288

Change-6,288 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 5,805

Change-5,805 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 4,667

Change-4,667 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 4,640

Change-4,640 (-100%)

Value—

Police & Firemen's Retirement System of New Jersey

N/A

Shares— from 4,522

Change-4,522 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 4,234

Change-4,234 (-100%)

Value—

Atlantic Union Bankshares Corp

N/A

Shares— from 3,375

Change-3,375 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 2,256

Change-2,256 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 1,260

Change-1,260 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 1,165

Change-1,165 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 318

Change-318 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 174

Change-174 (-100%)

Value—

Quarry LP

N/A

Shares— from 135

Change-135 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 126

Change-126 (-100%)

Value—

FMR LLC

N/A

Shares— from 94

Change-94 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 19

Change-19 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 13

Change-13 (-100%)

Value—

Basecamp Wealth Advisors LLC

N/A

Shares— from 8

Change-8 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 1

Change-1 (-100%)

Value—

	Status
Evermay Wealth Management LLC	INCREASED	405,365	351,149	+54,216	+15%	$7.7M	$9.2M	+$1.6M	2026-11-05
Toth Financial Advisory Corp	INCREASED	360,042	336,253	+23,789	+7%	$7.3M	$8.2M	+$846.2K	2026-10-08
Geode Capital Management, LLC	DECREASED	299,601	316,184	-16,583	-5%	$6.9M	$6.8M	-$88.8K	2026-11-06
MacKenzie Financial Corp	INCREASED	95,840	88,203	+7,637	+9%	$1.9M	$2.2M	+$253.7K	2026-11-02
Meridian Financial Partners LLC	UNCHANGED	57,619	57,619	0	0%	$1.3M	$1.3M	+$49.0K	2026-10-23
Dimensional Fund Advisors LP	INCREASED	56,295	24,221	+32,074	+132%	$528.1K	$1.3M	+$750.6K	2026-11-04
Selective Wealth Management, Inc.	UNCHANGED	41,103	41,103	0	0%	$911.7K	$936.7K	+$25.1K	2026-10-16
Bank of New York Mellon Corp	DECREASED	32,365	33,954	-1,589	-5%	$740.2K	$735.0K	-$5.2K	2026-11-05
KFA Private Wealth Group, LLC	UNCHANGED	14,865	14,865	0	0%	$324.1K	$337.6K	+$13.5K	2026-10-07
Lido Advisors, LLC	UNCHANGED	12,505	12,505	0	0%	$272.6K	$284.0K	+$11.4K	2026-11-04
Russell Investments Group, Ltd.	INCREASED	10,510	10,282	+228	+2%	$224.3K	$239.2K	+$14.9K	2026-11-06
Deutsche Bank Ag\	DECREASED	9,587	11,005	-1,418	-13%	$239.9K	$217.7K	-$22.2K	2026-11-06
Barclays PLC	INCREASED	6,885	3,698	+3,187	+86%	$80.6K	$156.4K	+$75.7K	2026-11-06
Strs Ohio	INCREASED	2,200	1,600	+600	+38%	$34.9K	$50.0K	+$15.1K	2026-10-30
Citigroup Inc	DECREASED	901	6,130	-5,229	-85%	$133.6K	$20.5K	-$113.2K	2026-11-04
Versant Capital Management, Inc	INCREASED	665	475	+190	+40%	$10.4K	$15.1K	+$4.7K	2026-10-02
Sterling Capital Management LLC	DECREASED	249	254	-5	-2%	$5.5K	$5.7K	+$118	2026-10-22
Gamma Investing LLC	UNCHANGED	246	246	0	0%	$5.4K	$5.6K	+$224	2026-10-08
Pension & Wealth Management Advisors, Inc.	NEW	162	—	+162	—	—	$3.7K	—	2026-10-16
Harbor Capital Advisors, Inc.	DECREASED	127	134	-7	-5%	$3	$3	$0	2026-10-22
Allworth Financial LP	UNCHANGED	99	99	0	0%	$2.2K	$2.2K	$0	2026-11-06
Larson Financial Group LLC	UNCHANGED	99	99	0	0%	$2.2K	$2.2K	+$90	2026-11-05
IFP Advisors, Inc	INCREASED	77	44	+33	+75%	$959	$1.7K	+$790	2026-10-16
Farther Finance Advisors, LLC	INCREASED	62	9	+53	+589%	$196	$1.4K	+$1.2K	2026-10-08
SJS Investment Consulting Inc.	INCREASED	50	1	+49	+4900%	$22	$1.1K	+$1.1K	2026-10-26
Essential Partners LLC	INCREASED	44	42	+2	+5%	$916	$999	+$83	2026-10-14
EverSource Wealth Advisors, LLC	INCREASED	43	22	+21	+95%	$480	$976	+$496	2026-11-04
Root Financial Partners, LLC	NEW	25	—	+25	—	—	$568	—	2026-10-21
US Bancorp \de\	NEW	17	—	+17	—	—	$386	—	2026-11-05
Nisa Investment Advisors, LLC	DECREASED	13	331	-318	-96%	$7.2K	$295	-$6.9K	2026-10-20
True Wealth Design, LLC	INCREASED	13	6	+7	+117%	$131	$296	+$165	2026-10-13
Covestor Ltd	INCREASED	7	3	+4	+133%	$0	$0	$0	2026-10-30
Caitong International Asset Management Co., Ltd	NEW	2	—	+2	—	—	$45	—	2026-10-29
Clearstead Advisors, LLC	NEW	1	—	+1	—	—	$23	—	2026-11-06
Wealth Enhancement Trust Services, Inc.	CLOSED	0	1	-1	-100%	$22	$0	-$22	2026-10-07
T. Rowe Price Investment Management, Inc.	N/A	—	1,965,531	-1,965,531	-100%	$42.8M	—	—	—
BlackRock, Inc.	N/A	—	984,411	-984,411	-100%	$21.5M	—	—	—
Vanguard Capital Management LLC	N/A	—	534,570	-534,570	-100%	$11.7M	—	—	—
State Street Corp	N/A	—	218,522	-218,522	-100%	$4.8M	—	—	—
Bank of America Corp	N/A	—	178,112	-178,112	-100%	$3.9M	—	—	—
MAI Capital Management	N/A	—	133,192	-133,192	-100%	$2.9M	—	—	—
Brown Advisory Inc	N/A	—	108,342	-108,342	-100%	$2.4M	—	—	—
Elizabeth Park Capital Advisors, Ltd.	N/A	—	105,339	-105,339	-100%	$2.3M	—	—	—
Cresset Asset Management, LLC	N/A	—	104,494	-104,494	-100%	$2.3M	—	—	—
Renaissance Technologies LLC	N/A	—	103,700	-103,700	-100%	$2.3M	—	—	—
Northern Trust Corp	N/A	—	99,995	-99,995	-100%	$2.2M	—	—	—
Marshall Wace, LLP	N/A	—	98,090	-98,090	-100%	$2.1M	—	—	—
Acadian Asset Management LLC	N/A	—	91,906	-91,906	-100%	$2.0M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	84,517	-84,517	-100%	$1.8M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	82,862	-82,862	-100%	$1.8M	—	—	—
Wealthspire Advisors, LLC	N/A	—	64,333	-64,333	-100%	$1.4M	—	—	—
Goldman Sachs Group Inc	N/A	—	55,470	-55,470	-100%	$1.2M	—	—	—
Citadel Advisors LLC	N/A	—	46,416	-46,416	-100%	$1.0M	—	—	—
Quantinno Capital Management LP	N/A	—	45,500	-45,500	-100%	$991.9K	—	—	—
AQR Capital Management LLC	N/A	—	42,222	-42,222	-100%	$920.4K	—	—	—
Charles Schwab Investment Management Inc	N/A	—	38,463	-38,463	-100%	$838.5K	—	—	—
Morgan Stanley	N/A	—	36,244	-36,244	-100%	$790.1K	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	30,689	-30,689	-100%	$669.0K	—	—	—
Nuveen, LLC	N/A	—	28,908	-28,908	-100%	$630.2K	—	—	—
Millennium Management LLC	N/A	—	27,586	-27,586	-100%	$601.4K	—	—	—
Trexquant Investment LP	N/A	—	24,310	-24,310	-100%	$530.0K	—	—	—
Royal Bank of Canada	N/A	—	22,461	-22,461	-100%	$490.0K	—	—	—
Advisory Services Network, LLC	N/A	—	21,550	-21,550	-100%	$469.8K	—	—	—
NewEdge Advisors, LLC	N/A	—	21,086	-21,086	-100%	$459.7K	—	—	—
Snowden Capital Advisors LLC	N/A	—	21,016	-21,016	-100%	$458.1K	—	—	—
Mariner, LLC	N/A	—	17,836	-17,836	-100%	$388.8K	—	—	—
Man Group plc	N/A	—	16,796	-16,796	-100%	$366.2K	—	—	—
Rhumbline Advisers	N/A	—	15,590	-15,590	-100%	$339.9K	—	—	—
Blue Edge Capital, LLC	N/A	—	15,500	-15,500	-100%	$337.9K	—	—	—
GSA Capital Partners LLP	N/A	—	14,985	-14,985	-100%	$327.0K	—	—	—
Raymond James Financial Inc	N/A	—	14,631	-14,631	-100%	$319.0K	—	—	—
XTX Topco Ltd	N/A	—	14,077	-14,077	-100%	$306.9K	—	—	—
SG Americas Securities, LLC	N/A	—	13,898	-13,898	-100%	$303.0K	—	—	—
Wells Fargo & Company	N/A	—	13,505	-13,505	-100%	$294.4K	—	—	—
UBS Group AG	N/A	—	10,735	-10,735	-100%	$234.0K	—	—	—
Mercer Global Advisors Inc	N/A	—	10,674	-10,674	-100%	$232.7K	—	—	—
Occudo Quantitative Strategies LP	N/A	—	10,624	-10,624	-100%	$231.6K	—	—	—
Quadrature Capital Ltd	N/A	—	9,274	-9,274	-100%	$202.2K	—	—	—
Osaic Holdings, Inc.	N/A	—	8,433	-8,433	-100%	$183.8K	—	—	—
MetLife Investment Management, LLC	N/A	—	7,245	-7,245	-100%	$157.9K	—	—	—
JPMorgan Chase & Co	N/A	—	6,288	-6,288	-100%	$137.5K	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	5,805	-5,805	-100%	$126.5K	—	—	—
New York State Common Retirement Fund	N/A	—	4,667	-4,667	-100%	$101.7K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	4,640	-4,640	-100%	$101.2K	—	—	—
Police & Firemen's Retirement System of New Jersey	N/A	—	4,522	-4,522	-100%	$98.6K	—	—	—
Vanguard Global Advisers, LLC	N/A	—	4,234	-4,234	-100%	$92.3K	—	—	—
Atlantic Union Bankshares Corp	N/A	—	3,375	-3,375	-100%	$73.6K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	2,256	-2,256	-100%	$49.2K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	1,260	-1,260	-100%	$27.5K	—	—	—
Legal & General Group Plc	N/A	—	1,165	-1,165	-100%	$25.4K	—	—	—
Arax Advisory Partners	N/A	—	318	-318	-100%	$6.9K	—	—	—
California State Teachers Retirement System	N/A	—	174	-174	-100%	$3.8K	—	—	—
Quarry LP	N/A	—	135	-135	-100%	$2.9K	—	—	—
Optiver Holding B.V.	N/A	—	126	-126	-100%	$2.7K	—	—	—
FMR LLC	N/A	—	94	-94	-100%	$2.0K	—	—	—
UBS Asset Management Americas LLC	N/A	—	19	-19	-100%	$414	—	—	—
Rothschild Investment LLC	N/A	—	13	-13	-100%	$283	—	—	—
Basecamp Wealth Advisors LLC	N/A	—	8	-8	-100%	$174	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	1	-1	-100%	$22	—	—	—

Showing 99 of 99 institutions