Global Retirement Partners’s JBG SMITH JBGS Stock Holding History

Global Retirement Partners’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 Q3	$6.28K	Buy	626 +217	+53%	+$2.74K	﹤0.01%	3882
2026 Q2	$6K	Buy	+409	New	+$6.05K	﹤0.01%	3637
2025 Q4	$204	Hold	12	–	–	﹤0.01%	4106
2025 Q3	$267	Hold	12	–	–	﹤0.01%	3717
2025 Q2	$208	Buy	+12	New	+$195	﹤0.01%	3664
2024 Q4	$184	Sell	12 -19	-61%	-$318	﹤0.01%	3513
2024 Q3	$542	Hold	31	–	–	﹤0.01%	3258
2024 Q2	$472	Hold	31	–	–	﹤0.01%	3301
2024 Q1	$498	Hold	31	–	–	﹤0.01%	3130
2023 Q4	$526	Hold	31	–	–	﹤0.01%	3067
2023 Q3	$429	Buy	31 +19	+158%	+$294	﹤0.01%	2994
2023 Q2	$180	Hold	12	–	–	﹤0.01%	3100
2023 Q1	$169	Sell	12 -61	-84%	-$1.08K	﹤0.01%	3099
2022 Q4	$1.39K	Hold	73	–	–	﹤0.01%	2489
2022 Q3	$1K	Buy	73 +25	+52%	+$573	﹤0.01%	2491
2022 Q2	$1K	Buy	+48	New	+$1.24K	﹤0.01%	2462

Other funds holding JBGS

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return

Global Retirement Partners's JBGS Position: Q3 2026 in Review

Global Retirement Partners increased its JBG SMITH (JBGS) stake by 53% in Q3 2026, buying an estimated $2.74K and bringing the position to 626 shares worth $6.28K. The position accounts for ﹤0.01% of the portfolio, ranked #3882.

Global Retirement Partners first reported a position in JBGS in Q2 2022 and has held it in 16 quarters since. 112 funds tracked by Wall St. Rank hold JBGS as of Q3 2026.

Global Retirement Partners held 626 shares of JBG SMITH worth $6.28K as of Q3 2026.
Global Retirement Partners bought 217 JBG SMITH shares in Q3 2026, an estimated $2.74K.
JBG SMITH made up ﹤0.01% of Global Retirement Partners's portfolio in Q3 2026, its #3882 holding.
Global Retirement Partners first reported a position in JBG SMITH in Q2 2022 and has held it in 16 quarters since.
112 funds tracked by Wall St. Rank held JBG SMITH as of Q3 2026.

Based on Global Retirement Partners's 13F filing for Q3 2026, filed 10 Nov 2026.