Position in JMSB
as of Mar 31, 2026
· filed Apr 16, 2026
Position Value
$7,475,633
-$10,202 QoQ
Shares Held
368,621
-1.6% QoQ
Ownership
2.61%
of shares outstanding
% of Portfolio
1.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 9.796783145832713.ToString("F0")%
Shared 0.ToString("F0")%
None 90.2032168541673.ToString("F0")%
Common Shares in JMSB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026TOTH FINANCIAL ADVISORY CORP holds $10,958,163 across 25 Banks - Regional names. JMSB ranks #1 (68.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JMSB |
John Marshall Bancorp, Inc.
This page
|
368,621 | $7,475,633 | |
| 2 | TFC |
Truist Financial Corp
|
20,157 | $926,617 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
|
8,280 | $496,551 | |
| 4 | UBSI |
United Bankshares Inc/Wv
|
11,738 | $486,187 | |
| 5 | FBK |
FB Financial Corp
|
9,295 | $482,782 | |
| 6 | AUB |
Atlantic Union Bankshares Corp
|
6,510 | $232,667 | |
| 7 | DB |
Deutsche Bank Aktiengesellschaft
|
7,100 | $211,438 | |
| 8 | SBCF |
Seacoast Banking Corp Of Florida
|
6,590 | $199,611 |
All Filings in JMSB
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,475,633 | 368,621 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $7,485,835 | 374,479 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $7,744,605 | 390,747 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $7,465,514 | 402,888 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $6,881,306 | 416,544 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $8,729,860 | 434,754 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $8,772,766 | 443,517 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $8,202,973 | 470,354 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $8,049,556 | 449,194 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $10,933,568 | 484,644 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $7,556,422 | 423,329 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $8,641,954 | 430,162 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $9,394,768 | 434,943 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $12,892,173 | 447,956 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $11,489,806 | 467,826 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $9,741,517 | 432,188 | Shares | Sole | 2022-07-25 | |
| No filing history on record for this holder in this stock. | ||||||