AI
JBGS

AdvisorShares Investments’s JBG SMITH JBGS Stock Holding History

AdvisorShares Investments’s Portfolio JBGS Stock Details JBGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$436K Hold
29,700
– – 0.05% 202
2026
Q1 		$434K Buy
+29,700
New +$474K 0.08% 179
2022
Q4 		– Sell
-21,796
Closed -$405K – 339
2022
Q3 		$405K Buy
+21,796
New +$499K 0.11% 168

Other funds holding JBGS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

AdvisorShares Investments's JBGS Position: Q2 2026 in Review

AdvisorShares Investments held its JBG SMITH (JBGS) position steady in Q2 2026 at 29,700 shares worth $436K. The position accounts for 0.05% of the portfolio, ranked #202.

AdvisorShares Investments first reported a position in JBGS in Q3 2022 and has held it in 3 quarters since. 207 funds tracked by Wall St. Rank hold JBGS as of Q2 2026.

  • AdvisorShares Investments held 29,700 shares of JBG SMITH worth $436K as of Q2 2026.
  • AdvisorShares Investments left its JBG SMITH share count unchanged in Q2 2026.
  • JBG SMITH made up 0.05% of AdvisorShares Investments's portfolio in Q2 2026, its #202 holding.
  • AdvisorShares Investments first reported a position in JBG SMITH in Q3 2022 and has held it in 3 quarters since.
  • 207 funds tracked by Wall St. Rank held JBG SMITH as of Q2 2026.

Based on AdvisorShares Investments's 13F filing for Q2 2026, filed 11 Aug 2026.