BWAM
JBGS

Boyd Watterson Asset Management’s JBG SMITH JBGS Stock Holding History

Boyd Watterson Asset 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
Q1 		$292 Hold
20
– – ﹤0.01% 384
2025
Q4 		$340 Hold
20
– – ﹤0.01% 415
2025
Q3 		$445 Hold
20
– – ﹤0.01% 407
2025
Q2 		$346 Hold
20
– – ﹤0.01% 414
2025
Q1 		$322 Hold
20
– – ﹤0.01% 420
2024
Q4 		$307 Hold
20
– – ﹤0.01% 425
2024
Q3 		$350 Hold
20
– – ﹤0.01% 427
2024
Q2 		$305 Hold
20
– – ﹤0.01% 432
2024
Q1 		$321 Hold
20
– – ﹤0.01% 430
2023
Q4 		$340 Hold
20
– – ﹤0.01% 411
2023
Q3 		$289 Hold
20
– – ﹤0.01% 411
2023
Q2 		$301 Hold
20
– – ﹤0.01% 414
2023
Q1 		$301 Hold
20
– – ﹤0.01% 414
2022
Q4 		$380 Buy
+20
New +$386 ﹤0.01% 414

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