Clearstead Trust’s JBG SMITH JBGS Stock Holding History

Clearstead Trust’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	-85	Closed	-$1.89K	–	1265
2025 Q3	$1.89K	Hold	85	–	–	﹤0.01%	1009
2025 Q2	$1.47K	Buy	+85	New	+$1.38K	﹤0.01%	1038

Other funds holding JBGS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Clearstead Trust's JBGS Position: Q4 2025 in Review

Clearstead Trust sold out of JBG SMITH (JBGS) in Q4 2025, closing a stake of 85 shares — an estimated $1.89K sold.

Clearstead Trust first reported a position in JBGS in Q2 2025 and held it in 2 quarters. The position peaked at $1.89K in Q3 2025. 216 funds tracked by Wall St. Rank hold JBGS as of Q4 2025.

Clearstead Trust reported no remaining JBG SMITH position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 85 JBG SMITH shares in Q4 2025, an estimated $1.89K.
Clearstead Trust first reported a position in JBG SMITH in Q2 2025 and held it in 2 quarters.
Clearstead Trust's JBG SMITH position peaked at $1.89K in Q3 2025.
216 funds tracked by Wall St. Rank held JBG SMITH as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.