Capital Fund Management (CFM)
JBGS

Capital Fund Management (CFM)’s JBG SMITH JBGS Stock Holding History

Capital Fund Management (CFM)’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
-103,973
Closed -$1.77M – 2317
2025
Q4 		$1.77M Buy
103,973
+31,768
+44% +$600K ﹤0.01% 1765
2025
Q3 		$1.61M Buy
72,205
+20,454
+40% +$421K ﹤0.01% 1881
2025
Q2 		$895K Buy
+51,751
New +$843K ﹤0.01% 2042

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 $3.38T AUM 44.17% 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

Capital Fund Management (CFM)'s JBGS Position: Q1 2026 in Review

Capital Fund Management (CFM) sold out of JBG SMITH (JBGS) in Q1 2026, closing a stake of 103,973 shares — an estimated $1.77M sold.

Capital Fund Management (CFM) first reported a position in JBGS in Q2 2025 and held it in 3 quarters. The position peaked at $1.77M in Q4 2025. 218 funds tracked by Wall St. Rank hold JBGS as of Q1 2026.

  • Capital Fund Management (CFM) reported no remaining JBG SMITH position as of Q1 2026 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 103,973 JBG SMITH shares in Q1 2026, an estimated $1.77M.
  • Capital Fund Management (CFM) first reported a position in JBG SMITH in Q2 2025 and held it in 3 quarters.
  • Capital Fund Management (CFM)'s JBG SMITH position peaked at $1.77M in Q4 2025.
  • 218 funds tracked by Wall St. Rank held JBG SMITH as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.