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
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 $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

Covestor's JBGS Position: Q1 2026 in Review

Covestor held its JBG SMITH (JBGS) position steady in Q1 2026 at 7 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2525.

Covestor first reported a position in JBGS in Q4 2021 and has held it in 18 quarters since. The position peaked at $17K in Q4 2023. 217 funds tracked by Wall St. Rank hold JBGS as of Q1 2026.

  • Covestor held 7 shares of JBG SMITH worth $0 as of Q1 2026.
  • Covestor left its JBG SMITH share count unchanged in Q1 2026.
  • JBG SMITH made up ﹤0.01% of Covestor's portfolio in Q1 2026, its #2525 holding.
  • Covestor first reported a position in JBG SMITH in Q4 2021 and has held it in 18 quarters since.
  • Covestor's JBG SMITH position peaked at $17K in Q4 2023.
  • 217 funds tracked by Wall St. Rank held JBG SMITH as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.