CFM
JBGS

Catalyst Funds Management’s JBG SMITH JBGS Stock Holding History

Catalyst Funds 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
2025
Q4 		– Sell
-12,600
Closed -$280K – 459
2025
Q3 		$280K Buy
+12,600
New +$259K 0.04% 340
2024
Q4 		– Sell
-77,700
Closed -$1.36M – 800
2024
Q3 		$1.36M Buy
77,700
+73,300
+1,666% +$1.24M 0.3% 57
2024
Q2 		$67K Sell
4,400
-23,300
-84% -$345K 0.02% 362
2024
Q1 		$445K Buy
+27,700
New +$462K 0.12% 144

Other funds holding JBGS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Catalyst Funds Management's JBGS Position: Q4 2025 in Review

Catalyst Funds Management sold out of JBG SMITH (JBGS) in Q4 2025, closing a stake of 12,600 shares — an estimated $280K sold.

Catalyst Funds Management first reported a position in JBGS in Q1 2024 and held it in 4 quarters. The position peaked at $1.36M in Q3 2024. 216 funds tracked by Wall St. Rank hold JBGS as of Q4 2025.

  • Catalyst Funds Management reported no remaining JBG SMITH position as of Q4 2025 after selling out during the quarter.
  • Catalyst Funds Management sold 12,600 JBG SMITH shares in Q4 2025, an estimated $280K.
  • Catalyst Funds Management first reported a position in JBG SMITH in Q1 2024 and held it in 4 quarters.
  • Catalyst Funds Management's JBG SMITH position peaked at $1.36M in Q3 2024.
  • 216 funds tracked by Wall St. Rank held JBG SMITH as of Q4 2025.

Based on Catalyst Funds Management's 13F filing for Q4 2025, filed 9 Feb 2026.