Advisory Services Network’s JBG SMITH JBGS Stock Holding History

Advisory Services Network’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
2025 Q4	–	Sell	-98	Closed	-$2.18K	–	3100
2025 Q3	$2.18K	Buy	+98	New	+$2.02K	﹤0.01%	3779
2024 Q1	–	Sell	-146	Closed	-$2.48K	–	2584
2023 Q4	$2.48K	Buy	+146	New	+$2.13K	﹤0.01%	3341
2020 Q4	–	Sell	-46	Closed	-$1.33K	–	3495
2020 Q3	$1K	Buy	+46	New	+$1.29K	﹤0.01%	3338
2020 Q2	–	Sell	-207	Closed	-$7K	–	1923
2020 Q1	$7K	Hold	207	–	–	﹤0.01%	2348
2019 Q4	$8K	Sell	207 -165	-44%	-$6.53K	﹤0.01%	2445
2019 Q3	$15K	Hold	372	–	–	﹤0.01%	1964
2019 Q2	$15K	Buy	372 +335	+905%	+$13.8K	﹤0.01%	1962
2019 Q1	$2K	Hold	37	–	–	﹤0.01%	2324
2018 Q4	$1K	Hold	37	–	–	﹤0.01%	2422
2018 Q3	$1K	Hold	37	–	–	﹤0.01%	2405
2018 Q2	$1K	Hold	37	–	–	﹤0.01%	2368
2018 Q1	$1K	Hold	37	–	–	﹤0.01%	2481
2017 Q4	$1K	Buy	+37	New	+$1.22K	﹤0.01%	2454

Other funds holding JBGS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Advisory Services Network's JBGS Position: Q4 2025 in Review

Advisory Services Network sold out of JBG SMITH (JBGS) in Q4 2025, closing a stake of 98 shares — an estimated $2.18K sold.

Advisory Services Network first reported a position in JBGS in Q4 2017 and held it in 13 quarters. The position peaked at $15K in Q3 2019. 216 funds tracked by Wall St. Rank hold JBGS as of Q4 2025.

Advisory Services Network reported no remaining JBG SMITH position as of Q4 2025 after selling out during the quarter.
Advisory Services Network sold 98 JBG SMITH shares in Q4 2025, an estimated $2.18K.
Advisory Services Network first reported a position in JBG SMITH in Q4 2017 and held it in 13 quarters.
Advisory Services Network's JBG SMITH position peaked at $15K in Q3 2019.
216 funds tracked by Wall St. Rank held JBG SMITH as of Q4 2025.

Based on Advisory Services Network's 13F filing for Q4 2025, filed 17 Feb 2026.