CA
JBGS

Clearstead Advisors’s JBG SMITH JBGS Stock Holding History

Clearstead Advisors’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
Q2 		$705 Buy
+48
New +$710 ﹤0.01% 2824

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 $3.37T AUM 44.26% 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
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Clearstead Advisors's JBGS Position: Q2 2026 in Review

Clearstead Advisors opened a new position in JBG SMITH (JBGS) in Q2 2026: 48 shares worth $705. The stake represents ﹤0.01% of the portfolio and ranks #2824 among its holdings.

206 funds tracked by Wall St. Rank hold JBGS as of Q2 2026.

  • Clearstead Advisors held 48 shares of JBG SMITH worth $705 as of Q2 2026.
  • JBG SMITH was a new Clearstead Advisors position in Q2 2026.
  • JBG SMITH made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2824 holding.
  • 206 funds tracked by Wall St. Rank held JBG SMITH as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.