GRP
JBGS

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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
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
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Global Retirement Partners's JBGS Position: Q2 2026 in Review

Global Retirement Partners opened a new position in JBG SMITH (JBGS) in Q2 2026: 409 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #3637 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in JBGS as recently as Q4 2025.

Global Retirement Partners first reported a position in JBGS in Q2 2022 and has held it in 15 quarters since. 206 funds tracked by Wall St. Rank hold JBGS as of Q2 2026.

  • Global Retirement Partners held 409 shares of JBG SMITH worth $6K as of Q2 2026.
  • JBG SMITH was a new Global Retirement Partners position in Q2 2026.
  • JBG SMITH made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3637 holding.
  • Global Retirement Partners first reported a position in JBG SMITH in Q2 2022 and has held it in 15 quarters since.
  • 206 funds tracked by Wall St. Rank held JBG SMITH as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.