Allworth Financial’s JBG SMITH JBGS Stock Holding History

Allworth Financial’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	$6.85K	Buy	467 +210	+82%	+$3.11K	﹤0.01%	3951
2026 Q1	$3.75K	Buy	257 +1	+0.4%	+$16	﹤0.01%	4115
2025 Q4	$4.36K	Buy	256 +9	+4%	+$170	﹤0.01%	3797
2025 Q3	$5.5K	Sell	247 -4	-2%	-$82	﹤0.01%	3499
2025 Q2	$4.34K	Sell	251 -58	-19%	-$944	﹤0.01%	3335
2025 Q1	$4.53K	Buy	309 +74	+31%	+$1.13K	﹤0.01%	2817
2024 Q4	$3.61K	Hold	235	–	–	﹤0.01%	2904
2024 Q3	$4.11K	Sell	235 -3	-1%	-$51	﹤0.01%	2657
2024 Q2	$3.86K	Hold	238	–	–	﹤0.01%	2637
2024 Q1	$3.82K	Hold	238	–	–	﹤0.01%	2519
2023 Q4	$4.05K	Sell	238 -220	-48%	-$3.2K	﹤0.01%	2357
2023 Q3	$6.62K	Sell	458 -1,028	-69%	-$15.9K	﹤0.01%	1999
2023 Q2	$22.4K	Buy	1,486 +1,350	+993%	+$19.7K	﹤0.01%	1474
2023 Q1	$2.05K	Buy	+136	New	+$2.41K	﹤0.01%	2400
2022 Q4	–	Sell	-46	Closed	-$1K	–	3106
2022 Q3	$1K	Buy	+46	New	+$1.05K	﹤0.01%	2414
2022 Q2	–	Sell	-40	Closed	-$1K	–	2589
2022 Q1	$1K	Buy	+40	New	+$1.13K	﹤0.01%	1952

Other funds holding JBGS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Allworth Financial's JBGS Position: Q2 2026 in Review

Allworth Financial increased its JBG SMITH (JBGS) stake by 82% in Q2 2026, buying an estimated $3.11K and bringing the position to 467 shares worth $6.85K. The position accounts for ﹤0.01% of the portfolio, ranked #3951.

Allworth Financial first reported a position in JBGS in Q1 2022 and has held it in 16 quarters since. The position peaked at $22.4K in Q2 2023. 207 funds tracked by Wall St. Rank hold JBGS as of Q2 2026.

Allworth Financial held 467 shares of JBG SMITH worth $6.85K as of Q2 2026.
Allworth Financial bought 210 JBG SMITH shares in Q2 2026, an estimated $3.11K.
JBG SMITH made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3951 holding.
Allworth Financial first reported a position in JBG SMITH in Q1 2022 and has held it in 16 quarters since.
Allworth Financial's JBG SMITH position peaked at $22.4K in Q2 2023.
207 funds tracked by Wall St. Rank held JBG SMITH as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.