Bartlett & Co Wealth Management’s JBG SMITH JBGS Stock Holding History

Bartlett & Co Wealth Management’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	$1.69K	Hold	115	–	–	﹤0.01%	1183
2026 Q1	$1.67K	Hold	115	–	–	﹤0.01%	1119
2025 Q4	$1.96K	Hold	115	–	–	﹤0.01%	1124
2025 Q3	$2.56K	Hold	115	–	–	﹤0.01%	1084
2025 Q2	$1.99K	Hold	115	–	–	﹤0.01%	1094
2025 Q1	$1.85K	Hold	115	–	–	﹤0.01%	1072
2024 Q4	$1.79K	Hold	115	–	–	﹤0.01%	1039
2024 Q3	$2.01K	Hold	115	–	–	﹤0.01%	1040
2024 Q2	$1.75K	Hold	115	–	–	﹤0.01%	1062
2024 Q1	$1.85K	Hold	115	–	–	﹤0.01%	1041
2023 Q4	$2K	Hold	115	–	–	﹤0.01%	1156
2023 Q3	$1.66K	Hold	115	–	–	﹤0.01%	1085
2023 Q2	$1.73K	Hold	115	–	–	﹤0.01%	1077
2023 Q1	$1.73K	Hold	115	–	–	﹤0.01%	990
2022 Q4	$2.21K	Hold	115	–	–	﹤0.01%	1007
2022 Q3	$2.14K	Hold	115	–	–	﹤0.01%	1046
2022 Q2	$2.72K	Hold	115	–	–	﹤0.01%	1137
2022 Q1	$3.36K	Buy	+115	New	+$3.24K	﹤0.01%	959
2021 Q4	–	Sell	-115	Closed	-$3.4K	–	648
2021 Q3	$3.4K	Hold	115	–	–	﹤0.01%	809
2021 Q2	$3.62K	Hold	115	–	–	﹤0.01%	791
2021 Q1	$3.66K	Hold	115	–	–	﹤0.01%	821
2020 Q4	$3.62K	Buy	+115	New	+$3.31K	﹤0.01%	833

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 $3.37T AUM 44.26% 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

Bartlett & Co Wealth Management's JBGS Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its JBG SMITH (JBGS) position steady in Q2 2026 at 115 shares worth $1.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1183.

Bartlett & Co Wealth Management first reported a position in JBGS in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.66K in Q1 2021. 207 funds tracked by Wall St. Rank hold JBGS as of Q2 2026.

Bartlett & Co Wealth Management held 115 shares of JBG SMITH worth $1.69K as of Q2 2026.
Bartlett & Co Wealth Management left its JBG SMITH share count unchanged in Q2 2026.
JBG SMITH made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1183 holding.
Bartlett & Co Wealth Management first reported a position in JBG SMITH in Q4 2020 and has held it in 22 quarters since.
Bartlett & Co Wealth Management's JBG SMITH position peaked at $3.66K in Q1 2021.
207 funds tracked by Wall St. Rank held JBG SMITH as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.