EWP
JBGS

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
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

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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Elevation Wealth Partners's JBGS Position: Q2 2026 in Review

Elevation Wealth Partners held its JBG SMITH (JBGS) position steady in Q2 2026 at 51 shares worth $749. The position accounts for ﹤0.01% of the portfolio, ranked #1275.

Elevation Wealth Partners first reported a position in JBGS in Q4 2023 and has held it in 4 quarters since. The position peaked at $10.8K in Q1 2024. 38 funds tracked by Wall St. Rank hold JBGS as of Q2 2026.

  • Elevation Wealth Partners held 51 shares of JBG SMITH worth $749 as of Q2 2026.
  • Elevation Wealth Partners left its JBG SMITH share count unchanged in Q2 2026.
  • JBG SMITH made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1275 holding.
  • Elevation Wealth Partners first reported a position in JBG SMITH in Q4 2023 and has held it in 4 quarters since.
  • Elevation Wealth Partners's JBG SMITH position peaked at $10.8K in Q1 2024.
  • 38 funds tracked by Wall St. Rank held JBG SMITH as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.