Corient Private Wealth
JBGS

Corient Private Wealth’s JBG SMITH JBGS Stock Holding History

Corient Private Wealth’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 		$279K Sell
19,022
-3,909
-17% -$57.8K ﹤0.01% 2603
2026
Q1 		$326K Buy
22,931
+5,056
+28% +$80.6K ﹤0.01% 2278
2025
Q4 		$304K Buy
17,875
+8,302
+87% +$157K ﹤0.01% 2168
2025
Q3 		$213K Sell
9,573
-2,738
-22% -$56.4K ﹤0.01% 2324
2025
Q2 		$213K Buy
+12,311
New +$200K ﹤0.01% 2204

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

Corient Private Wealth's JBGS Position: Q2 2026 in Review

Corient Private Wealth reduced its JBG SMITH (JBGS) stake by 17% in Q2 2026, selling an estimated $57.8K and leaving 19,022 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #2603.

Corient Private Wealth first reported a position in JBGS in Q2 2025 and has held it in 5 quarters since. The position peaked at $326K in Q1 2026. 206 funds tracked by Wall St. Rank hold JBGS as of Q2 2026.

  • Corient Private Wealth held 19,022 shares of JBG SMITH worth $279K as of Q2 2026.
  • Corient Private Wealth sold 3,909 JBG SMITH shares in Q2 2026, an estimated $57.8K.
  • JBG SMITH made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2603 holding.
  • Corient Private Wealth first reported a position in JBG SMITH in Q2 2025 and has held it in 5 quarters since.
  • Corient Private Wealth's JBG SMITH position peaked at $326K in Q1 2026.
  • 206 funds tracked by Wall St. Rank held JBG SMITH as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.