CIBC Private Wealth Group
JBGS

CIBC Private Wealth Group’s JBG SMITH JBGS Stock Holding History

CIBC Private Wealth Group’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 		$221 Buy
+13
New +$246 ﹤0.01% 3192
2025
Q3 		– Sell
-5
Closed -$87 – 3202
2025
Q2 		$87 Sell
5
-142
-97% -$2.31K ﹤0.01% 2976
2025
Q1 		$2.11K Buy
+147
New +$2.23K ﹤0.01% 2679
2018
Q3 		– Sell
-250
Closed -$9K – 1338
2018
Q2 		$9K Hold
250
– – ﹤0.01% 1590
2018
Q1 		$8K Hold
250
– – ﹤0.01% 1574
2017
Q4 		$9K Buy
+250
New +$8.26K ﹤0.01% 1573

Other funds holding JBGS

BlackRock
BlackRock New York $5.72T 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 $1.05B 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 $235B 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

CIBC Private Wealth Group's JBGS Position: Q4 2025 in Review

CIBC Private Wealth Group opened a new position in JBG SMITH (JBGS) in Q4 2025: 13 shares worth $221. The stake represents ﹤0.01% of the portfolio and ranks #3192 among its holdings. This is a return to the name: CIBC Private Wealth Group previously reported a position in JBGS as recently as Q2 2025.

CIBC Private Wealth Group first reported a position in JBGS in Q4 2017 and has held it in 6 quarters since. The position peaked at $9K in Q2 2018. 216 funds tracked by Wall St. Rank hold JBGS as of Q4 2025.

  • CIBC Private Wealth Group held 13 shares of JBG SMITH worth $221 as of Q4 2025.
  • JBG SMITH was a new CIBC Private Wealth Group position in Q4 2025.
  • JBG SMITH made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #3192 holding.
  • CIBC Private Wealth Group first reported a position in JBG SMITH in Q4 2017 and has held it in 6 quarters since.
  • CIBC Private Wealth Group's JBG SMITH position peaked at $9K in Q2 2018.
  • 216 funds tracked by Wall St. Rank held JBG SMITH as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.