Selective Wealth Management, Inc.

Position in JMSB — John Marshall Bancorp, Inc.

CIK 1755670 FOREST, VA

Position in JMSB

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$896,045

New position

Shares Held

41,103

first reported quarter

Ownership

0.291%

of shares outstanding

% of Portfolio

1.24%

of 13F equity value

Holder Rank

#26

of 94 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Selective Wealth Management, Inc. holds $1,497,645 across 3 Banks - Regional names. JMSB ranks #1 (59.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JMSB	John Marshall Bancorp, Inc. This page	41,103	$896,045
2	TFC	Truist Financial Corp	7,317	$364,532
3	PNFP	Pinnacle Financial Partners, Inc.	2,350	$237,068

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$896,045	41,103	—	Shares	Sole	2026-07-20
No filing history on record for this holder in this stock.