Financial Consulate’s JBG SMITH JBGS Stock Holding History

Financial Consulate’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	–	Sell	-25	Closed	-$426	–	1448
2025 Q4	$426	Hold	25	–	–	﹤0.01%	1235
2025 Q3	$557	Buy	+25	New	+$515	﹤0.01%	967

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

Financial Consulate's JBGS Position: Q1 2026 in Review

Financial Consulate sold out of JBG SMITH (JBGS) in Q1 2026, closing a stake of 25 shares — an estimated $426 sold.

Financial Consulate first reported a position in JBGS in Q3 2025 and held it in 2 quarters. The position peaked at $557 in Q3 2025. 217 funds tracked by Wall St. Rank hold JBGS as of Q1 2026.

Financial Consulate reported no remaining JBG SMITH position as of Q1 2026 after selling out during the quarter.
Financial Consulate sold 25 JBG SMITH shares in Q1 2026, an estimated $426.
Financial Consulate first reported a position in JBG SMITH in Q3 2025 and held it in 2 quarters.
Financial Consulate's JBG SMITH position peaked at $557 in Q3 2025.
217 funds tracked by Wall St. Rank held JBG SMITH as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.