EVERMAY WEALTH MANAGEMENT LLC
Position in JMSB — John Marshall Bancorp, Inc.
CIK 1066816
ARLINGTON, VA
Position in JMSB
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$7,097,371
+$132,376 QoQ
Shares Held
349,969
+0.4% QoQ
Ownership
2.48%
of shares outstanding
% of Portfolio
3.27%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in JMSB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026EVERMAY WEALTH MANAGEMENT LLC holds $20,565,861 across 12 Banks - Regional names. JMSB ranks #2 (34.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BHRB |
Burke & Herbert Financial Services Corp.
|
185,765 | $11,571,301 | |
| 2 | JMSB |
John Marshall Bancorp, Inc.
This page
|
349,969 | $7,097,371 | |
| 3 | AUB |
Atlantic Union Bankshares Corp
|
25,033 | $894,679 | |
| 4 | TFC |
Truist Financial Corp
|
5,755 | $264,557 | |
| 5 | FULT |
Fulton Financial Corp
|
11,979 | $243,652 | |
| 6 | UBSI |
United Bankshares Inc/Wv
|
4,159 | $172,265 | |
| 7 | FVCB |
FVCBankcorp, Inc.
|
10,300 | $156,457 | |
| 8 | EFSI |
Eagle Financial Services Inc
|
2,609 | $91,262 |
All Filings in JMSB
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,097,371 | 349,969 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,964,995 | 348,424 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $6,905,763 | 348,424 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $6,188,649 | 333,980 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $5,517,349 | 333,980 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $6,706,318 | 333,980 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $6,606,124 | 333,980 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $5,824,611 | 333,980 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $5,984,921 | 333,980 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $7,534,588 | 333,980 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $5,961,543 | 333,980 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $6,671,627 | 332,087 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $7,173,079 | 332,087 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $9,557,463 | 332,087 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $8,156,056 | 332,087 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,147,140 | 317,087 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||