EverSource Wealth Advisors’s JBG SMITH JBGS Stock Holding History

EverSource Wealth Advisors’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	$20.9K	Sell	1,427 -1,654	-54%	-$24.5K	﹤0.01%	2396
2026 Q1	$45K	Buy	3,081 +418	+16%	+$6.67K	﹤0.01%	1975
2025 Q4	$45.3K	Sell	2,663 -127	-5%	-$2.4K	﹤0.01%	1807
2025 Q3	$62.1K	Sell	2,790 -483	-15%	-$9.94K	﹤0.01%	1551
2025 Q2	$56.6K	Buy	3,273 +1,741	+114%	+$28.3K	﹤0.01%	1537
2025 Q1	$24.7K	Buy	1,532 +345	+29%	+$5.25K	﹤0.01%	1582
2024 Q4	$18.2K	Buy	1,187 +157	+15%	+$2.63K	﹤0.01%	1678
2024 Q3	$18K	Buy	1,030 +33	+3%	+$559	﹤0.01%	1547
2024 Q2	$16.3K	Buy	997 +72	+8%	+$1.07K	﹤0.01%	1602
2024 Q1	$13.9K	Hold	925	–	–	﹤0.01%	1538
2023 Q4	$15.7K	Sell	925 -32	-3%	-$466	﹤0.01%	1352
2023 Q3	$13.8K	Sell	957 -9	-0.9%	-$139	﹤0.01%	1266
2023 Q2	$14.5K	Hold	966	–	–	﹤0.01%	1279
2023 Q1	$14.5K	Buy	966 +925	+2,256%	+$16.4K	﹤0.01%	1210
2022 Q4	$778	Hold	41	–	–	﹤0.01%	2147
2022 Q3	$1K	Buy	+41	New	+$939	﹤0.01%	1836

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 $3.38T AUM 44.17% 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

EverSource Wealth Advisors's JBGS Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its JBG SMITH (JBGS) stake by 54% in Q2 2026, selling an estimated $24.5K and leaving 1,427 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2396.

EverSource Wealth Advisors first reported a position in JBGS in Q3 2022 and has held it in 16 quarters since. The position peaked at $62.1K in Q3 2025. 207 funds tracked by Wall St. Rank hold JBGS as of Q2 2026.

EverSource Wealth Advisors held 1,427 shares of JBG SMITH worth $20.9K as of Q2 2026.
EverSource Wealth Advisors sold 1,654 JBG SMITH shares in Q2 2026, an estimated $24.5K.
JBG SMITH made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2396 holding.
EverSource Wealth Advisors first reported a position in JBG SMITH in Q3 2022 and has held it in 16 quarters since.
EverSource Wealth Advisors's JBG SMITH position peaked at $62.1K in Q3 2025.
207 funds tracked by Wall St. Rank held JBG SMITH as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.