Empowered Funds’s JBG SMITH JBGS Stock Holding History

Empowered Funds’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	-13,019	Closed	-$190K	–	2211
2026 Q1	$190K	Sell	13,019 -892	-6%	-$14.2K	﹤0.01%	2029
2025 Q4	$237K	Buy	13,911 +483	+4%	+$9.13K	﹤0.01%	907
2025 Q3	$299K	Buy	13,428 +417	+3%	+$8.58K	﹤0.01%	1594
2025 Q2	$225K	Sell	13,011 -4,544	-26%	-$74K	﹤0.01%	1608
2025 Q1	$283K	Buy	17,555 +1,998	+13%	+$30.4K	﹤0.01%	1423
2024 Q4	$239K	Buy	+15,557	New	+$261K	﹤0.01%	1453

Other funds holding JBGS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Empowered Funds's JBGS Position: Q2 2026 in Review

Empowered Funds sold out of JBG SMITH (JBGS) in Q2 2026, closing a stake of 13,019 shares — an estimated $190K sold.

Empowered Funds first reported a position in JBGS in Q4 2024 and held it in 6 quarters. The position peaked at $299K in Q3 2025. 207 funds tracked by Wall St. Rank hold JBGS as of Q2 2026.

Empowered Funds reported no remaining JBG SMITH position as of Q2 2026 after selling out during the quarter.
Empowered Funds sold 13,019 JBG SMITH shares in Q2 2026, an estimated $190K.
Empowered Funds first reported a position in JBG SMITH in Q4 2024 and held it in 6 quarters.
Empowered Funds's JBG SMITH position peaked at $299K in Q3 2025.
207 funds tracked by Wall St. Rank held JBG SMITH as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.