Franklin Resources

Franklin Resources’s JBG SMITH JBGS Stock Holding History

Franklin Resources’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	$636K	Sell	43,518 -2,339	-5%	-$37.3K	﹤0.01%	2379
2025 Q4	$780K	Buy	45,857 +11,317	+33%	+$214K	﹤0.01%	2206
2025 Q3	$769K	Buy	34,540 +6,250	+22%	+$129K	﹤0.01%	2237
2025 Q2	$489K	Sell	28,290 -119	-0.4%	-$1.94K	﹤0.01%	2324
2025 Q1	$458K	Buy	28,409 +54	+0.2%	+$821	﹤0.01%	2298
2024 Q4	$436K	Sell	28,355 -38	-0.1%	-$636	﹤0.01%	2350
2024 Q3	$500K	Buy	+28,393	New	+$481K	﹤0.01%	2282
2023 Q4	–	Sell	-11,489	Closed	-$166K	–	2677
2023 Q3	$166K	Sell	11,489 -849	-7%	-$13.1K	﹤0.01%	2371
2023 Q2	$186K	Buy	+12,338	New	+$180K	﹤0.01%	2403
2018 Q3	–	Sell	-799,155	Closed	-$29.1M	–	1531
2018 Q2	$29.1M	Sell	799,155 -233,621	-23%	-$8.46M	0.02%	668
2018 Q1	$34.8M	Sell	1,032,776 -581	-0.1%	-$19.3K	0.02%	625
2017 Q4	$35.9M	Sell	1,033,357 -9,655	-0.9%	-$319K	0.02%	626
2017 Q3	$35.7M	Buy	+1,043,012	New	+$35.3M	0.02%	629

Other funds holding JBGS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Long Pond Capital New York $978M 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 $157B AUM 32.99% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return