Cerity Partners
JBGS

Cerity Partners’s JBG SMITH JBGS Stock Holding History

Cerity Partners’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
-12,496
Closed -$213K – 3327
2025
Q4 		$213K Sell
12,496
-2,640
-17% -$49.9K ﹤0.01% 2603
2025
Q3 		$337K Sell
15,136
-4,414
-23% -$90.8K ﹤0.01% 2205
2025
Q2 		$338K Sell
19,550
-8,302
-30% -$135K ﹤0.01% 2082
2025
Q1 		$449K Sell
27,852
-52,303
-65% -$795K ﹤0.01% 1824
2024
Q4 		$1.24M Buy
+80,155
New +$1.34M ﹤0.01% 1322

Other funds holding JBGS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
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 $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
VCM
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 $654B AUM 26.35% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Cerity Partners's JBGS Position: Q1 2026 in Review

Cerity Partners sold out of JBG SMITH (JBGS) in Q1 2026, closing a stake of 12,496 shares — an estimated $213K sold.

Cerity Partners first reported a position in JBGS in Q4 2024 and held it in 5 quarters. The position peaked at $1.24M in Q4 2024. 217 funds tracked by Wall St. Rank hold JBGS as of Q1 2026.

  • Cerity Partners reported no remaining JBG SMITH position as of Q1 2026 after selling out during the quarter.
  • Cerity Partners sold 12,496 JBG SMITH shares in Q1 2026, an estimated $213K.
  • Cerity Partners first reported a position in JBG SMITH in Q4 2024 and held it in 5 quarters.
  • Cerity Partners's JBG SMITH position peaked at $1.24M in Q4 2024.
  • 217 funds tracked by Wall St. Rank held JBG SMITH as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.