Ameritas Advisory Services’s JBG SMITH JBGS Stock Holding History

Ameritas Advisory Services’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	-119	Closed	-$2.65K	–	1559
2025 Q3	$2.65K	Hold	119	–	–	﹤0.01%	1947
2025 Q2	$2.06K	Buy	+119	New	+$1.94K	﹤0.01%	2476
2023 Q2	–	Sell	-119	Closed	-$1.79K	–	1586
2023 Q1	$1.79K	Buy	+119	New	+$2.11K	﹤0.01%	2419

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

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

Ameritas Advisory Services sold out of JBG SMITH (JBGS) in Q4 2025, closing a stake of 119 shares — an estimated $2.65K sold.

Ameritas Advisory Services first reported a position in JBGS in Q1 2023 and held it in 3 quarters. The position peaked at $2.65K in Q3 2025. 216 funds tracked by Wall St. Rank hold JBGS as of Q4 2025.

Ameritas Advisory Services reported no remaining JBG SMITH position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 119 JBG SMITH shares in Q4 2025, an estimated $2.65K.
Ameritas Advisory Services first reported a position in JBG SMITH in Q1 2023 and held it in 3 quarters.
Ameritas Advisory Services's JBG SMITH position peaked at $2.65K in Q3 2025.
216 funds tracked by Wall St. Rank held JBG SMITH as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.