Bank of Montreal’s JBG SMITH JBGS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $354K | Buy |
24,247
+12,449
| +106% | +$199K | ﹤0.01% | 2566 |
|
|
2025
Q4 | $201K | Sell |
11,798
-355
| -3% | -$6.71K | ﹤0.01% | 2848 |
|
|
2025
Q3 | $270K | Sell |
12,153
-8,651
| -42% | -$178K | ﹤0.01% | 2580 |
|
|
2025
Q2 | $360K | Buy |
20,804
+2,379
| +13% | +$38.7K | ﹤0.01% | 2477 |
|
|
2025
Q1 | $297K | Buy |
18,425
+6,497
| +54% | +$98.8K | ﹤0.01% | 2519 |
|
|
2024
Q4 | $183K | Buy |
11,928
+939
| +9% | +$15.7K | ﹤0.01% | 2791 |
|
|
2024
Q3 | $193K | Buy |
10,989
+131
| +1% | +$2.22K | ﹤0.01% | 3043 |
|
|
2024
Q2 | $165K | Sell |
10,858
-86
| -0.8% | -$1.27K | ﹤0.01% | 3067 |
|
|
2024
Q1 | $181K | Sell |
10,944
-161
| -1% | -$2.68K | ﹤0.01% | 3096 |
|
|
2023
Q4 | $193K | Sell |
11,105
-1,086
| -9% | -$15.8K | ﹤0.01% | 3150 |
|
|
2023
Q3 | $189K | Sell |
12,191
-3,125
| -20% | -$48.4K | ﹤0.01% | 3088 |
|
|
2023
Q2 | $235K | Buy |
15,316
+1,796
| +13% | +$26.2K | ﹤0.01% | 3119 |
|
|
2023
Q1 | $251K | Sell |
13,520
-687,639
| -98% | -$12.2M | ﹤0.01% | 2881 |
|
|
2022
Q4 | $13.4M | Buy |
701,159
+690,227
| +6,314% | +$13.3M | 0.01% | 850 |
|
|
2022
Q3 | $237 | Sell |
10,932
-11,630
| -52% | -$266K | ﹤0.01% | 3089 |
|
|
2022
Q2 | $602 | Buy |
22,562
+8,249
| +58% | +$213K | ﹤0.01% | 2590 |
|
|
2022
Q1 | $419K | Sell |
14,313
-938
| -6% | -$26.4K | ﹤0.01% | 2960 |
|
|
2021
Q4 | $442K | Sell |
15,251
-206,758
| -93% | -$6.06M | ﹤0.01% | 2485 |
|
|
2021
Q3 | $6.68M | Buy |
222,009
+135,018
| +155% | +$4.17M | ﹤0.01% | 1492 |
|
|
2021
Q2 | $2.75M | Buy |
86,991
+17,022
| +24% | +$555K | ﹤0.01% | 1896 |
|
|
2021
Q1 | $2.25M | Sell |
69,969
-1,072
| -2% | -$34K | ﹤0.01% | 1733 |
|
|
2020
Q4 | $2.14M | Sell |
71,041
-34,430
| -33% | -$992K | ﹤0.01% | 1792 |
|
|
2020
Q3 | $2.91M | Sell |
105,471
-2,890
| -3% | -$81.1K | ﹤0.01% | 1492 |
|
|
2020
Q2 | $3.08M | Buy |
108,361
+98,376
| +985% | +$3.05M | ﹤0.01% | 1415 |
|
|
2020
Q1 | $289K | Sell |
9,985
-1,217
| -11% | -$45.7K | ﹤0.01% | 2207 |
|
|
2019
Q4 | $447K | Sell |
11,202
-2,552
| -19% | -$101K | ﹤0.01% | 2731 |
|
|
2019
Q3 | $539K | Buy |
13,754
+6,733
| +96% | +$263K | ﹤0.01% | 2377 |
|
|
2019
Q2 | $276K | Buy |
7,021
+11
| +0.2% | +$452 | ﹤0.01% | 2751 |
|
|
2019
Q1 | $289K | Buy |
7,010
+269
| +4% | +$10.6K | ﹤0.01% | 2555 |
|
|
2018
Q4 | $234K | Buy |
6,741
+5,320
| +374% | +$200K | ﹤0.01% | 2498 |
|
|
2018
Q3 | $52K | Sell |
1,421
-1
| -0.1% | -$37 | ﹤0.01% | 3377 |
|
|
2018
Q2 | $52K | Sell |
1,422
-21
| -1% | -$760 | ﹤0.01% | 3390 |
|
|
2018
Q1 | $48K | Sell |
1,443
-7,754
| -84% | -$257K | ﹤0.01% | 3243 |
|
|
2017
Q4 | $319K | Sell |
9,197
-35,391
| -79% | -$1.17M | ﹤0.01% | 2491 |
|
|
2017
Q3 | $1.52M | Buy |
+44,588
| New | +$1.51M | ﹤0.01% | 1765 |
|
Other funds holding JBGS
VPM
LPC
VCM
PMG
Bank of Montreal's JBGS Position: Q1 2026 in Review
Bank of Montreal increased its JBG SMITH (JBGS) stake by 106% in Q1 2026, buying an estimated $199K and bringing the position to 24,247 shares worth $354K. The position accounts for ﹤0.01% of the portfolio, ranked #2566.
Bank of Montreal first reported a position in JBGS in Q3 2017 and has held it in 35 quarters since. The position peaked at $13.4M in Q4 2022. 217 funds tracked by Wall St. Rank hold JBGS as of Q1 2026.
- Bank of Montreal held 24,247 shares of JBG SMITH worth $354K as of Q1 2026.
- Bank of Montreal bought 12,449 JBG SMITH shares in Q1 2026, an estimated $199K.
- JBG SMITH made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #2566 holding.
- Bank of Montreal first reported a position in JBG SMITH in Q3 2017 and has held it in 35 quarters since.
- Bank of Montreal's JBG SMITH position peaked at $13.4M in Q4 2022.
- 217 funds tracked by Wall St. Rank held JBG SMITH as of Q1 2026.
Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.