AllSquare Wealth Management’s JBG SMITH JBGS Stock Holding History

AllSquare Wealth Management’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 Q3	$11.7K	Hold	527	–	–	0.01%	371
2025 Q2	$9.12K	Hold	527	–	–	0.01%	388
2025 Q1	$8.49K	Hold	527	–	–	0.01%	395
2024 Q4	$8.1K	Hold	527	–	–	﹤0.01%	399
2024 Q3	$9.21K	Hold	527	–	–	0.01%	390
2024 Q2	$8.03K	Hold	527	–	–	﹤0.01%	393
2024 Q1	$8.46K	Hold	527	–	–	0.01%	390
2023 Q4	$8.96K	Hold	527	–	–	0.01%	379
2023 Q3	$7.62K	Hold	527	–	–	0.01%	392
2023 Q2	$7.47K	Hold	527	–	–	﹤0.01%	411
2023 Q1	$7.94K	Hold	527	–	–	0.01%	395
2022 Q4	$10K	Hold	527	–	–	0.01%	362
2022 Q3	$10K	Hold	527	–	–	0.01%	357
2022 Q2	$12K	Hold	527	–	–	0.01%	349
2022 Q1	$15K	Hold	527	–	–	0.01%	342
2021 Q4	$15K	Hold	527	–	–	0.01%	349
2021 Q3	$16K	Hold	527	–	–	0.01%	333
2021 Q2	$17K	Hold	527	–	–	0.01%	340
2021 Q1	$17K	Hold	527	–	–	0.01%	327
2020 Q4	$16K	Hold	527	–	–	0.01%	305
2020 Q3	$14K	Hold	527	–	–	0.01%	302
2020 Q2	$16K	Hold	527	–	–	0.01%	278
2020 Q1	$17K	Hold	527	–	–	0.01%	256
2019 Q4	$21K	Hold	527	–	–	0.01%	259
2019 Q3	$21K	Hold	527	–	–	0.02%	256
2019 Q2	$21K	Hold	527	–	–	0.02%	261
2019 Q1	$22K	Hold	527	–	–	0.02%	253
2018 Q4	$18K	Hold	527	–	–	0.01%	253
2018 Q3	$19K	Hold	527	–	–	0.01%	278
2018 Q2	$19K	Hold	527	–	–	0.01%	278
2018 Q1	$18K	Hold	527	–	–	0.01%	240
2017 Q4	$18K	Hold	527	–	–	0.01%	246
2017 Q3	$18K	Buy	+527	New	+$17.9K	0.01%	234

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

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

LPC

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

PMG

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

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

AllSquare Wealth Management's JBGS Position: Q3 2025 in Review

AllSquare Wealth Management held its JBG SMITH (JBGS) position steady in Q3 2025 at 527 shares worth $11.7K. The position accounts for 0.01% of the portfolio, ranked #371.

AllSquare Wealth Management first reported a position in JBGS in Q3 2017 and has held it in 33 quarters since. The position peaked at $22K in Q1 2019. 224 funds tracked by Wall St. Rank hold JBGS as of Q3 2025.

AllSquare Wealth Management held 527 shares of JBG SMITH worth $11.7K as of Q3 2025.
AllSquare Wealth Management left its JBG SMITH share count unchanged in Q3 2025.
JBG SMITH made up 0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #371 holding.
AllSquare Wealth Management first reported a position in JBG SMITH in Q3 2017 and has held it in 33 quarters since.
AllSquare Wealth Management's JBG SMITH position peaked at $22K in Q1 2019.
224 funds tracked by Wall St. Rank held JBG SMITH as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.