Cornerstone Financial Management’s JBG SMITH JBGS Stock Holding History

Cornerstone Financial Management’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	–	Sell	-31	Closed	-$453	–	1518
2026 Q1	$453	Buy	+31	New	+$494	﹤0.01%	1246

Other funds holding JBGS

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Cornerstone Financial Management's JBGS Position: Q2 2026 in Review

Cornerstone Financial Management sold out of JBG SMITH (JBGS) in Q2 2026, closing a stake of 31 shares — an estimated $453 sold.

Cornerstone Financial Management first reported a position in JBGS in Q1 2026 and held it in 1 quarter. The position peaked at $453 in Q1 2026. 206 funds tracked by Wall St. Rank hold JBGS as of Q2 2026.

Cornerstone Financial Management reported no remaining JBG SMITH position as of Q2 2026 after selling out during the quarter.
Cornerstone Financial Management sold 31 JBG SMITH shares in Q2 2026, an estimated $453.
Cornerstone Financial Management first reported a position in JBG SMITH in Q1 2026 and held it in 1 quarter.
Cornerstone Financial Management's JBG SMITH position peaked at $453 in Q1 2026.
206 funds tracked by Wall St. Rank held JBG SMITH as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.