C
JBGS

Covestor’s JBG SMITH JBGS Stock Holding History

Covestor’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 		$0 Buy
24
+17
+243% +$252 ﹤0.01% 2657
2026
Q1 		$0 Hold
7
– – ﹤0.01% 2525
2025
Q4 		$0 Hold
7
– – ﹤0.01% 2498
2025
Q3 		$0 Hold
7
– – ﹤0.01% 2514
2025
Q2 		$0 Sell
7
-167
-96% -$2.72K ﹤0.01% 2466
2025
Q1 		$3K Hold
174
– – ﹤0.01% 1788
2024
Q4 		$3K Hold
174
– – ﹤0.01% 1805
2024
Q3 		$3K Hold
174
– – ﹤0.01% 1770
2024
Q2 		$3K Hold
174
– – ﹤0.01% 1807
2024
Q1 		$3K Sell
174
-783
-82% -$13K ﹤0.01% 1812
2023
Q4 		$17K Buy
957
+94
+11% +$1.37K 0.01% 1255
2023
Q3 		$13K Buy
863
+516
+149% +$7.99K 0.01% 1293
2023
Q2 		$5K Buy
347
+329
+1,828% +$4.79K ﹤0.01% 1705
2023
Q1 		$0 Hold
18
– – ﹤0.01% 2293
2022
Q4 		$0 Sell
18
-4
-18% -$77 ﹤0.01% 2319
2022
Q3 		$0 Sell
22
-4
-15% -$92 ﹤0.01% 2281
2022
Q2 		$1K Sell
26
-3
-10% -$78 ﹤0.01% 1749
2022
Q1 		$1K Sell
29
-1
-3% -$28 ﹤0.01% 1858
2021
Q4 		$1K Buy
+30
New +$879 ﹤0.01% 1797

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

Covestor's JBGS Position: Q2 2026 in Review

Covestor increased its JBG SMITH (JBGS) stake by 243% in Q2 2026, buying an estimated $252 and bringing the position to 24 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2657.

Covestor first reported a position in JBGS in Q4 2021 and has held it in 19 quarters since. The position peaked at $17K in Q4 2023. 206 funds tracked by Wall St. Rank hold JBGS as of Q2 2026.

  • Covestor held 24 shares of JBG SMITH worth $0 as of Q2 2026.
  • Covestor bought 17 JBG SMITH shares in Q2 2026, an estimated $252.
  • JBG SMITH made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2657 holding.
  • Covestor first reported a position in JBG SMITH in Q4 2021 and has held it in 19 quarters since.
  • Covestor's JBG SMITH position peaked at $17K in Q4 2023.
  • 206 funds tracked by Wall St. Rank held JBG SMITH as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.