Bell Investment Advisors’s JBG SMITH JBGS Stock Holding History

Bell Investment Advisors’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	–	Sell	-35	Closed	-$512	–	1868
2026 Q1	$512	Hold	35	–	–	﹤0.01%	1736
2025 Q4	$596	Sell	35 -69	-66%	-$1.3K	﹤0.01%	1684
2025 Q3	$2.31K	Hold	104	–	–	﹤0.01%	1284
2025 Q2	$1.8K	Hold	104	–	–	﹤0.01%	1396
2025 Q1	$1.68K	Hold	104	–	–	﹤0.01%	1368
2024 Q4	$1.6K	Hold	104	–	–	﹤0.01%	1413
2024 Q3	$1.82K	Hold	104	–	–	﹤0.01%	1389
2024 Q2	$1.58K	Hold	104	–	–	﹤0.01%	1455
2024 Q1	$1.67K	Hold	104	–	–	﹤0.01%	1429
2023 Q4	$1.77K	Sell	104 -57	-35%	-$830	﹤0.01%	1377
2023 Q3	$2.33K	Sell	161 -130	-45%	-$2.01K	﹤0.01%	1191
2023 Q2	$4.38K	Buy	291 +72	+33%	+$1.05K	﹤0.01%	889
2023 Q1	$3.3K	Buy	219 +113	+107%	+$2K	﹤0.01%	992
2022 Q4	$2.01K	Buy	+106	New	+$2.05K	﹤0.01%	1293
2022 Q3	–	Sell	-155	Closed	-$4K	–	1833
2022 Q2	$4K	Buy	+155	New	+$4.01K	﹤0.01%	811
2021 Q4	$4K	Buy	150 +54	+56%	+$1.58K	﹤0.01%	870
2021 Q3	$3K	Buy	+96	New	+$2.96K	﹤0.01%	929

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

Bell Investment Advisors's JBGS Position: Q2 2026 in Review

Bell Investment Advisors sold out of JBG SMITH (JBGS) in Q2 2026, closing a stake of 35 shares — an estimated $512 sold.

Bell Investment Advisors first reported a position in JBGS in Q3 2021 and held it in 17 quarters. The position peaked at $4.38K in Q2 2023. 207 funds tracked by Wall St. Rank hold JBGS as of Q2 2026.

Bell Investment Advisors reported no remaining JBG SMITH position as of Q2 2026 after selling out during the quarter.
Bell Investment Advisors sold 35 JBG SMITH shares in Q2 2026, an estimated $512.
Bell Investment Advisors first reported a position in JBG SMITH in Q3 2021 and held it in 17 quarters.
Bell Investment Advisors's JBG SMITH position peaked at $4.38K in Q2 2023.
207 funds tracked by Wall St. Rank held JBG SMITH as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.