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 – 461
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 $5.7T AUM 30.48% 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 $978M AUM 16.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return