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John Marshall Ban shares owned by KFA Private Wealth Group

Quarter-by-quarter ownership of John Marshall Ban (JMSB) shares owned by KFA Private Wealth Group from 13F filings

Historical chart of KFA Private Wealth Group investment in John Marshall Ban

Tip: Access up to 7 years of quarterly data

All positions including John Marshall Ban held by KFA Private Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in John Marshall Ban by KFA Private Wealth Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $302k 15k 20.28

More positions owned by KFA Private Wealth Group

Ishares Tr Core S&p500 Etf (IVV)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Trust Ishare 0-1 (SHV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Msci Total (IXUS)
Vanguard Index Fds Mid Cap Etf (VO)
Select Sector Spdr Tr State Street Tec (XLK)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Core 1 5 Yr Usd (ISTB)

View all positions for KFA Private Wealth Group

Top funds holding John Marshall Ban

T. Rowe Price Investment Management
BlackRock
Vanguard Group
FJ Capital Management
Toth Financial Advisory Corporation
Evermay Wealth Management
Geode Capital Management
State Street Corporation
MAI Wealth Advisors
Fourthstone
Brown Advisory Holdings Incorporated
Elizabeth Park Capital Advisors
Cresset Asset Management
Northern Trust
rhino investment partners

View all funds holding John Marshall Ban