EF
JBGS

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
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
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

Empowered Funds's JBGS Position: Q1 2026 in Review

Empowered Funds reduced its JBG SMITH (JBGS) stake by 6.4% in Q1 2026, selling an estimated $14.2K and leaving 13,019 shares worth $190K. The position accounts for ﹤0.01% of the portfolio, ranked #2029.

Empowered Funds first reported a position in JBGS in Q4 2024 and has held it in 6 quarters since. The position peaked at $299K in Q3 2025. 217 funds tracked by Wall St. Rank hold JBGS as of Q1 2026.

  • Empowered Funds held 13,019 shares of JBG SMITH worth $190K as of Q1 2026.
  • Empowered Funds sold 892 JBG SMITH shares in Q1 2026, an estimated $14.2K.
  • JBG SMITH made up ﹤0.01% of Empowered Funds's portfolio in Q1 2026, its #2029 holding.
  • Empowered Funds first reported a position in JBG SMITH in Q4 2024 and has held it in 6 quarters since.
  • Empowered Funds's JBG SMITH position peaked at $299K in Q3 2025.
  • 217 funds tracked by Wall St. Rank held JBG SMITH as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.