BFS
JBGS

Bare Financial Services’s JBG SMITH JBGS Stock Holding History

Bare Financial 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
2026
Q2 		$1.38K Sell
94
-180
-66% -$2.66K ﹤0.01% 1253
2026
Q1 		$4K Hold
274
– – ﹤0.01% 746
2025
Q4 		$4.66K Hold
274
– – ﹤0.01% 556
2025
Q3 		$6.1K Hold
274
– – ﹤0.01% 451
2025
Q2 		$4.74K Buy
274
+180
+191% +$2.93K ﹤0.01% 513
2025
Q1 		$1.51K Buy
+94
New +$1.43K ﹤0.01% 382

Other funds holding JBGS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
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
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bare Financial Services's JBGS Position: Q2 2026 in Review

Bare Financial Services reduced its JBG SMITH (JBGS) stake by 66% in Q2 2026, selling an estimated $2.66K and leaving 94 shares worth $1.38K. The position accounts for ﹤0.01% of the portfolio, ranked #1253.

Bare Financial Services first reported a position in JBGS in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.1K in Q3 2025. 207 funds tracked by Wall St. Rank hold JBGS as of Q2 2026.

  • Bare Financial Services held 94 shares of JBG SMITH worth $1.38K as of Q2 2026.
  • Bare Financial Services sold 180 JBG SMITH shares in Q2 2026, an estimated $2.66K.
  • JBG SMITH made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #1253 holding.
  • Bare Financial Services first reported a position in JBG SMITH in Q1 2025 and has held it in 6 quarters since.
  • Bare Financial Services's JBG SMITH position peaked at $6.1K in Q3 2025.
  • 207 funds tracked by Wall St. Rank held JBG SMITH as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.