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Selective Wealth Management, Inc.

SEC CIK
0001755670
Latest filing
Jul 20, 2026

JMSB holding history

John Marshall Bancorp, Inc. in every 13F filed by Selective Wealth Management, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JMSB overviewAll 13F holders of JMSBFull Q2 2026 holdings

Shares (Q2 2026)
41,103
Value
$911.7K
% of portfolio
0.2%
Quarters held
1
Since Q2 2026
Holdings of JMSB by Selective Wealth Management, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202641,103$911.7K0.2%+41,103NewHolders