BTI
JBGS

Blue Trust Inc’s JBG SMITH JBGS Stock Holding History

Blue Trust Inc’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 		– Sell
-19
Closed -$323 – 2604
2025
Q4 		$323 Buy
+19
New +$359 ﹤0.01% 2450
2024
Q4 		– Sell
-1,911
Closed -$29.1K – 2714
2024
Q3 		$29.1K Buy
1,911
+1,674
+706% +$28.4K ﹤0.01% 1797
2024
Q2 		$3.8K Buy
237
+184
+347% +$2.73K ﹤0.01% 2280
2024
Q1 		$851 Sell
53
-141
-73% -$2.35K ﹤0.01% 1965
2023
Q4 		$3K Buy
+194
New +$2.83K ﹤0.01% 2019
2023
Q3 		– Sell
-51
Closed -$1K – 2166
2023
Q2 		$1K Buy
51
+36
+240% +$525 ﹤0.01% 1866
2023
Q1 		$0 Sell
15
-1
-6% -$18 ﹤0.01% 2471
2022
Q4 		$0 Buy
+16
New +$309 ﹤0.01% 2348

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Blue Trust Inc's JBGS Position: Q1 2026 in Review

Blue Trust Inc sold out of JBG SMITH (JBGS) in Q1 2026, closing a stake of 19 shares — an estimated $323 sold.

Blue Trust Inc first reported a position in JBGS in Q4 2022 and held it in 8 quarters. The position peaked at $29.1K in Q3 2024. 218 funds tracked by Wall St. Rank hold JBGS as of Q1 2026.

  • Blue Trust Inc reported no remaining JBG SMITH position as of Q1 2026 after selling out during the quarter.
  • Blue Trust Inc sold 19 JBG SMITH shares in Q1 2026, an estimated $323.
  • Blue Trust Inc first reported a position in JBG SMITH in Q4 2022 and held it in 8 quarters.
  • Blue Trust Inc's JBG SMITH position peaked at $29.1K in Q3 2024.
  • 218 funds tracked by Wall St. Rank held JBG SMITH as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.