Elevation Wealth Partners
JBGS icon

Elevation Wealth Partners’s JBG SMITH JBGS Stock Holding History

Elevation Wealth Partners’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
Q3 		$2.03K Buy
202
+151
+296% +$1.91K ﹤0.01% 1234
2026
Q2 		$749 Hold
51
– – ﹤0.01% 1275
2026
Q1 		$746 Buy
+51
New +$813 ﹤0.01% 1022
2024
Q2 		– Sell
-672
Closed -$10.8K – 528
2024
Q1 		$10.8K Sell
672
-64
-9% -$1.07K 0.01% 350
2023
Q4 		$10.6K Buy
+736
New +$10.7K 0.01% 326

Other funds holding JBGS

Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Vert Asset Management
Vert Asset Management Sausalito, California $338M AUM 6.94% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Symmetry Partners
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return

Elevation Wealth Partners's JBGS Position: Q3 2026 in Review

Elevation Wealth Partners increased its JBG SMITH (JBGS) stake by 296% in Q3 2026, buying an estimated $1.91K and bringing the position to 202 shares worth $2.03K. The position accounts for ﹤0.01% of the portfolio, ranked #1234.

Elevation Wealth Partners first reported a position in JBGS in Q4 2023 and has held it in 5 quarters since. The position peaked at $10.8K in Q1 2024. 54 funds tracked by Wall St. Rank hold JBGS as of Q3 2026.

  • Elevation Wealth Partners held 202 shares of JBG SMITH worth $2.03K as of Q3 2026.
  • Elevation Wealth Partners bought 151 JBG SMITH shares in Q3 2026, an estimated $1.91K.
  • JBG SMITH made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1234 holding.
  • Elevation Wealth Partners first reported a position in JBG SMITH in Q4 2023 and has held it in 5 quarters since.
  • Elevation Wealth Partners's JBG SMITH position peaked at $10.8K in Q1 2024.
  • 54 funds tracked by Wall St. Rank held JBG SMITH as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.