DF
JBGS

Dunhill Financial’s JBG SMITH JBGS Stock Holding History

Dunhill Financial’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
-4
Closed -$63 – 1762
2026
Q1 		$63 Hold
4
– – ﹤0.01% 1546
2025
Q4 		$74 Buy
+4
New +$76 ﹤0.01% 1507
2025
Q2 		– Sell
-6
Closed -$91 – 1068
2025
Q1 		$91 Hold
6
– – ﹤0.01% 913
2024
Q4 		$87 Hold
6
– – ﹤0.01% 860
2024
Q3 		$99 Buy
+6
New +$102 ﹤0.01% 879

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

Dunhill Financial's JBGS Position: Q2 2026 in Review

Dunhill Financial sold out of JBG SMITH (JBGS) in Q2 2026, closing a stake of 4 shares — an estimated $63 sold.

Dunhill Financial first reported a position in JBGS in Q3 2024 and held it in 5 quarters. The position peaked at $99 in Q3 2024. 206 funds tracked by Wall St. Rank hold JBGS as of Q2 2026.

  • Dunhill Financial reported no remaining JBG SMITH position as of Q2 2026 after selling out during the quarter.
  • Dunhill Financial sold 4 JBG SMITH shares in Q2 2026, an estimated $63.
  • Dunhill Financial first reported a position in JBG SMITH in Q3 2024 and held it in 5 quarters.
  • Dunhill Financial's JBG SMITH position peaked at $99 in Q3 2024.
  • 206 funds tracked by Wall St. Rank held JBG SMITH as of Q2 2026.

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