CAL
JBGS

Capital Analysts LLC’s JBG SMITH JBGS Stock Holding History

Capital Analysts 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
Q1 		$6K Hold
395
– – ﹤0.01% 1338
2025
Q4 		$7K Hold
395
– – ﹤0.01% 1299
2025
Q3 		$9K Hold
395
– – ﹤0.01% 1227
2025
Q2 		$7K Hold
395
– – ﹤0.01% 1200
2025
Q1 		$6K Hold
395
– – ﹤0.01% 1196
2024
Q4 		$6K Hold
395
– – ﹤0.01% 1137
2024
Q3 		$7K Hold
395
– – ﹤0.01% 1084
2024
Q2 		$6K Buy
+395
New +$5.85K ﹤0.01% 1027

Other funds holding JBGS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LPC
Long Pond Capital New York $1.05B 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 $235B 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

Capital Analysts LLC's JBGS Position: Q1 2026 in Review

Capital Analysts LLC held its JBG SMITH (JBGS) position steady in Q1 2026 at 395 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1338.

Capital Analysts LLC first reported a position in JBGS in Q2 2024 and has held it in 8 quarters since. The position peaked at $9K in Q3 2025. 217 funds tracked by Wall St. Rank hold JBGS as of Q1 2026.

  • Capital Analysts LLC held 395 shares of JBG SMITH worth $6K as of Q1 2026.
  • Capital Analysts LLC left its JBG SMITH share count unchanged in Q1 2026.
  • JBG SMITH made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #1338 holding.
  • Capital Analysts LLC first reported a position in JBG SMITH in Q2 2024 and has held it in 8 quarters since.
  • Capital Analysts LLC's JBG SMITH position peaked at $9K in Q3 2025.
  • 217 funds tracked by Wall St. Rank held JBG SMITH as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.