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
Q1 		$326K Sell
22,931
-12,819
-36% -$204K ﹤0.01% 2278
2025
Q4 		$608K Buy
35,750
+26,177
+273% +$495K ﹤0.01% 2200
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $3.47B AUM 13.39% 1-Year Est. Return

Corient Private Wealth's JBGS Position: Q1 2026 in Review

Corient Private Wealth reduced its JBG SMITH (JBGS) stake by 36% in Q1 2026, selling an estimated $204K and leaving 22,931 shares worth $326K. The position accounts for ﹤0.01% of the portfolio, ranked #2278.

Corient Private Wealth first reported a position in JBGS in Q2 2025 and has held it in 4 quarters since. The position peaked at $608K in Q4 2025. 217 funds tracked by Wall St. Rank hold JBGS as of Q1 2026.

  • Corient Private Wealth held 22,931 shares of JBG SMITH worth $326K as of Q1 2026.
  • Corient Private Wealth sold 12,819 JBG SMITH shares in Q1 2026, an estimated $204K.
  • JBG SMITH made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2278 holding.
  • Corient Private Wealth first reported a position in JBG SMITH in Q2 2025 and has held it in 4 quarters since.
  • Corient Private Wealth's JBG SMITH position peaked at $608K in Q4 2025.
  • 217 funds tracked by Wall St. Rank held JBG SMITH as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.