MAI Capital Management

Position in JMSB — John Marshall Bancorp, Inc.

CIK 1040197 INDEPENDENCE, OH

Position in JMSB

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$4,017,792

+$57,494 QoQ

Shares Held

198,116

+0.0% QoQ

Ownership

1.40%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

MAI Capital Management holds $63,965,689 across 268 Banks - Regional names. JMSB ranks #4 (6.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De	197,620	$10,278,216
2	PNC	Pnc Financial Services Group, Inc.	35,531	$7,393,645
3	FITB	Fifth Third Bancorp	97,062	$4,509,500
4	JMSB	John Marshall Bancorp, Inc. This page	198,116	$4,017,792
5	OZK	Bank OZK	84,762	$3,889,728
6	CHCO	City Holding Co	28,352	$3,388,631
7	HBAN	Huntington Bancshares Inc /Md/	171,808	$2,688,795
8	EFSC	Enterprise Financial Services Corp	40,353	$2,183,500

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,017,792	198,116	+0.0%	Shares	Sole	2026-05-15
2025-12-31	$3,960,298	198,114	+0.0%	Shares	Sole	2026-02-13
2025-09-30	$3,926,560	198,111	-11.2%	Shares	Sole	2025-11-10
2025-06-30	$4,131,745	222,976	0.0%	Shares	Sole	2025-08-12
2025-03-31	$3,683,563	222,976	+1.6%	Shares	Sole	2025-05-15
2024-12-31	$4,404,708	219,358	+1649.0%	Shares	Sole	2025-02-14
2024-09-30	$248,080	12,542	0.0%	Shares	Sole	2024-11-07
2024-06-30	$218,732	12,542	0.0%	Shares	Sole	2024-08-12
2024-03-31	$224,752	12,542	—	Shares	Sole	2024-05-08
No filing history on record for this holder in this stock.