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John Marshall Ban shares owned by Lincoln National

Quarter-by-quarter ownership of John Marshall Ban (JMSB) shares owned by Lincoln National from 13F filings

Historical chart of Lincoln National investment in John Marshall Ban

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All positions including John Marshall Ban held by Lincoln National consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in John Marshall Ban by Lincoln National

Quarter filed Position value Share count Share price at filing
2024-03-31 $208k 12k 17.92
2023-12-31 $261k 12k 22.56
2023-09-30 $207k 12k 17.85
2023-06-30 $233k 12k 20.09
2023-03-31 $250k 12k 21.60
2022-12-31 $338k 12k 28.78

More positions owned by Lincoln National

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard World Mega Cap Val Etf (MGV)
Spdr Ser Tr Portfli Tips Etf (SPIP)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Bd Index Fds Long Term Bond (BLV)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Specialized Funds Div App Etf (VIG)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)

View all positions for Lincoln National

Top funds holding John Marshall Ban

Vanguard Group
Toth Financial Advisory Corporation
Evermay Wealth Management
Elizabeth Park Capital Advisors
Brown Advisory Holdings Incorporated
FJ Capital Management
Bank of America Corporation
Meridian Financial Partners
Halpern Financial
Royal Bank of Canada
Charles Schwab Investment Management
Bank of New York Mellon
UBS Group
Patton Albertson & Miller
Rhumbline Advisers

View all funds holding John Marshall Ban