CPG
JBGS

Cornerstone Planning Group’s JBG SMITH JBGS Stock Holding History

Cornerstone Planning Group’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 		$144 Hold
10
– – ﹤0.01% 1819
2026
Q1 		$152 Hold
10
– – ﹤0.01% 1781
2025
Q4 		$164 Hold
10
– – ﹤0.01% 1639
2025
Q3 		$194 Buy
+10
New +$206 ﹤0.01% 1611

Other funds holding JBGS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Cornerstone Planning Group's JBGS Position: Q2 2026 in Review

Cornerstone Planning Group held its JBG SMITH (JBGS) position steady in Q2 2026 at 10 shares worth $144. The position accounts for ﹤0.01% of the portfolio, ranked #1819.

Cornerstone Planning Group first reported a position in JBGS in Q3 2025 and has held it in 4 quarters since. The position peaked at $194 in Q3 2025. 81 funds tracked by Wall St. Rank hold JBGS as of Q2 2026.

  • Cornerstone Planning Group held 10 shares of JBG SMITH worth $144 as of Q2 2026.
  • Cornerstone Planning Group left its JBG SMITH share count unchanged in Q2 2026.
  • JBG SMITH made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1819 holding.
  • Cornerstone Planning Group first reported a position in JBG SMITH in Q3 2025 and has held it in 4 quarters since.
  • Cornerstone Planning Group's JBG SMITH position peaked at $194 in Q3 2025.
  • 81 funds tracked by Wall St. Rank held JBG SMITH as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.