AssetMark Inc
JBGS

AssetMark Inc’s JBG SMITH JBGS Stock Holding History

AssetMark Inc’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
-14
Closed -$312 – 3430
2025
Q3 		$312 Buy
+14
New +$288 ﹤0.01% 2995
2020
Q2 		– Sell
-1,739
Closed -$55K – 1360
2020
Q1 		$55K Buy
+1,739
New +$65.4K ﹤0.01% 669
2018
Q1 		– Sell
-6
Closed – – 1693
2017
Q4 		$0 Buy
6
+5
+500% +$165 ﹤0.01% 1996
2017
Q3 		$0 Buy
+1
New +$34 ﹤0.01% 1544

Other funds holding JBGS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

AssetMark Inc's JBGS Position: Q4 2025 in Review

AssetMark Inc sold out of JBG SMITH (JBGS) in Q4 2025, closing a stake of 14 shares — an estimated $312 sold.

AssetMark Inc first reported a position in JBGS in Q3 2017 and held it in 4 quarters. The position peaked at $55K in Q1 2020. 216 funds tracked by Wall St. Rank hold JBGS as of Q4 2025.

  • AssetMark Inc reported no remaining JBG SMITH position as of Q4 2025 after selling out during the quarter.
  • AssetMark Inc sold 14 JBG SMITH shares in Q4 2025, an estimated $312.
  • AssetMark Inc first reported a position in JBG SMITH in Q3 2017 and held it in 4 quarters.
  • AssetMark Inc's JBG SMITH position peaked at $55K in Q1 2020.
  • 216 funds tracked by Wall St. Rank held JBG SMITH as of Q4 2025.

Based on AssetMark Inc's 13F filing for Q4 2025, filed 23 Jan 2026.