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 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 $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 New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

EverSource Wealth Advisors's JBGS Position: Q1 2026 in Review

EverSource Wealth Advisors increased its JBG SMITH (JBGS) stake by 16% in Q1 2026, buying an estimated $6.67K and bringing the position to 3,081 shares worth $45K. The position accounts for ﹤0.01% of the portfolio, ranked #1975.

EverSource Wealth Advisors first reported a position in JBGS in Q3 2022 and has held it in 15 quarters since. The position peaked at $62.1K in Q3 2025. 217 funds tracked by Wall St. Rank hold JBGS as of Q1 2026.

EverSource Wealth Advisors held 3,081 shares of JBG SMITH worth $45K as of Q1 2026.
EverSource Wealth Advisors bought 418 JBG SMITH shares in Q1 2026, an estimated $6.67K.
JBG SMITH made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #1975 holding.
EverSource Wealth Advisors first reported a position in JBG SMITH in Q3 2022 and has held it in 15 quarters since.
EverSource Wealth Advisors's JBG SMITH position peaked at $62.1K in Q3 2025.
217 funds tracked by Wall St. Rank held JBG SMITH as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.