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 Q2	$293	Hold	20	–	–	﹤0.01%	389
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 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

Boyd Watterson Asset Management's JBGS Position: Q2 2026 in Review

Boyd Watterson Asset Management held its JBG SMITH (JBGS) position steady in Q2 2026 at 20 shares worth $293. The position accounts for ﹤0.01% of the portfolio, ranked #389.

Boyd Watterson Asset Management first reported a position in JBGS in Q4 2022 and has held it in 15 quarters since. The position peaked at $445 in Q3 2025. 207 funds tracked by Wall St. Rank hold JBGS as of Q2 2026.

Boyd Watterson Asset Management held 20 shares of JBG SMITH worth $293 as of Q2 2026.
Boyd Watterson Asset Management left its JBG SMITH share count unchanged in Q2 2026.
JBG SMITH made up ﹤0.01% of Boyd Watterson Asset Management's portfolio in Q2 2026, its #389 holding.
Boyd Watterson Asset Management first reported a position in JBG SMITH in Q4 2022 and has held it in 15 quarters since.
Boyd Watterson Asset Management's JBG SMITH position peaked at $445 in Q3 2025.
207 funds tracked by Wall St. Rank held JBG SMITH as of Q2 2026.

Based on Boyd Watterson Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.