BIA
JBGS

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
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LPC
Long Pond Capital New York $978M AUM 16.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return