Position in JMSB
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$324,057
+$22,595 QoQ
Shares Held
14,865
0.0% QoQ
Ownership
0.105%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#44
of 95 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JMSB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026KFA Private Wealth Group, LLC holds $324,057 across 1 Banks - Regional name. JMSB ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JMSB |
John Marshall Bancorp, Inc.
This page
|
14,865 | $324,057 |
All Filings in JMSB
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $324,057 | 14,865 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $301,462 | 14,865 | Shares | Sole | 2026-04-20 | |
| No filing history on record for this holder in this stock. | ||||||