Meridian Financial Partners LLC

Position in JMSB — John Marshall Bancorp, Inc.

CIK 1763722 WARRENTON, VA

Position in JMSB

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

Position Value

$1,168,513

+$16,710 QoQ

Shares Held

57,619

0.0% QoQ

Ownership

0.408%

of shares outstanding

% of Portfolio

1.05%

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")%

Financial Services · as of Mar 31, 2026

Meridian Financial Partners LLC holds $8,079,604 across 4 Banks - Regional names. JMSB ranks #3 (14.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VABK	Virginia National Bankshares Corp	137,660	$5,258,612
2	USB	US Bancorp De	25,968	$1,350,595
3	JMSB	John Marshall Bancorp, Inc. This page	57,619	$1,168,513
4	TFC	Truist Financial Corp	6,567	$301,884

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,168,513	57,619	0.0%	Shares	Sole	2026-04-15
2025-12-31	$1,151,803	57,619	0.0%	Shares	Sole	2026-02-05
2025-09-30	$1,142,008	57,619	0.0%	Shares	Sole	2025-10-20
2025-06-30	$1,067,680	57,619	0.0%	Shares	Sole	2025-08-07
2025-03-31	$951,865	57,619	0.0%	Shares	Sole	2025-04-14
2024-12-31	$1,156,989	57,619	-7.7%	Shares	Sole	2025-01-14
2024-09-30	$1,234,647	62,419	-3.9%	Shares	Sole	2024-10-17
2024-06-30	$1,132,379	64,930	0.0%	Shares	Sole	2024-07-19
2024-03-31	$1,163,545	64,930	0.0%	Shares	Sole	2024-04-17
2023-12-31	$1,464,820	64,930	-9.5%	Shares	Sole	2024-01-19
2023-09-30	$1,279,969	71,707	0.0%	Shares	Sole	2023-10-20
2023-06-30	$1,440,593	71,707	0.0%	Shares	Sole	2023-07-24
2023-03-31	$1,548,871	71,707	0.0%	Shares	Sole	2023-04-19
2022-12-31	$2,063,727	71,707	0.0%	Shares	Sole	2023-01-20
2022-09-30	$1,761,123	71,707	0.0%	Shares	Sole	2022-10-24
2022-06-30	$1,616,275	71,707	—	Shares	Sole	2022-07-29
No filing history on record for this holder in this stock.