BL
JBGS

BFSG LLC’s JBG SMITH JBGS Stock Holding History

BFSG LLC’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 		$153K Buy
10,420
+670
+7% +$9.91K 0.01% 326
2026
Q1 		$142K Buy
9,750
+855
+10% +$13.6K 0.01% 318
2025
Q4 		$151K Hold
8,895
– – 0.01% 299
2025
Q3 		$198K Sell
8,895
-450
-5% -$9.26K 0.02% 272
2025
Q2 		$162K Hold
9,345
– – 0.02% 276
2025
Q1 		$151K Buy
9,345
+140
+2% +$2.13K 0.02% 268
2024
Q4 		$141K Sell
9,205
-2,510
-21% -$42K 0.02% 274
2024
Q3 		$205K Sell
11,715
-940
-7% -$15.9K 0.02% 246
2024
Q2 		$193K Buy
12,655
+1,102
+10% +$16.3K 0.02% 236
2024
Q1 		$185K Hold
11,553
– – 0.02% 249
2023
Q4 		$197K Sell
11,553
-655
-5% -$9.54K 0.03% 238
2023
Q3 		$177K Buy
+12,208
New +$189K 0.03% 229

Other funds holding JBGS

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
PWA
Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

BFSG LLC's JBGS Position: Q2 2026 in Review

BFSG LLC increased its JBG SMITH (JBGS) stake by 6.9% in Q2 2026, buying an estimated $9.91K and bringing the position to 10,420 shares worth $153K. The position accounts for 0.01% of the portfolio, ranked #326.

BFSG LLC first reported a position in JBGS in Q3 2023 and has held it in 12 quarters since. The position peaked at $205K in Q3 2024. 16 funds tracked by Wall St. Rank hold JBGS as of Q2 2026.

  • BFSG LLC held 10,420 shares of JBG SMITH worth $153K as of Q2 2026.
  • BFSG LLC bought 670 JBG SMITH shares in Q2 2026, an estimated $9.91K.
  • JBG SMITH made up 0.01% of BFSG LLC's portfolio in Q2 2026, its #326 holding.
  • BFSG LLC first reported a position in JBG SMITH in Q3 2023 and has held it in 12 quarters since.
  • BFSG LLC's JBG SMITH position peaked at $205K in Q3 2024.
  • 16 funds tracked by Wall St. Rank held JBG SMITH as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.