Handelsbanken Fonder’s JBG SMITH JBGS Stock Holding History

Handelsbanken Fonder’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	–	Sell	-31,900	Closed	-$466K	–	1523
2026 Q1	$466K	Hold	31,900	–	–	﹤0.01%	1318
2025 Q4	$543K	Hold	31,900	–	–	﹤0.01%	1278
2025 Q3	$710K	Hold	31,900	–	–	﹤0.01%	1149
2025 Q2	$552K	Hold	31,900	–	–	﹤0.01%	1204
2025 Q1	$514K	Hold	31,900	–	–	﹤0.01%	1231
2024 Q4	$490K	Buy	31,900 +3,400	+12%	+$56.9K	﹤0.01%	1300
2024 Q3	$498K	Buy	28,500 +2,900	+11%	+$49.2K	﹤0.01%	1243
2024 Q2	$390K	Hold	25,600	–	–	﹤0.01%	1274
2024 Q1	$411K	Hold	25,600	–	–	﹤0.01%	1250
2023 Q4	$435K	Hold	25,600	–	–	﹤0.01%	1214
2023 Q3	$370K	Hold	25,600	–	–	﹤0.01%	1205
2023 Q2	$385K	Hold	25,600	–	–	﹤0.01%	1212
2023 Q1	$386K	Hold	25,600	–	–	﹤0.01%	1139
2022 Q4	$486K	Hold	25,600	–	–	﹤0.01%	981
2022 Q3	$476K	Hold	25,600	–	–	﹤0.01%	993
2022 Q2	$605K	Hold	25,600	–	–	﹤0.01%	917
2022 Q1	$748K	Hold	25,600	–	–	﹤0.01%	935
2021 Q4	$735K	Hold	25,600	–	–	﹤0.01%	1087
2021 Q3	$758K	Hold	25,600	–	–	﹤0.01%	1070
2021 Q2	$807K	Hold	25,600	–	–	﹤0.01%	1037
2021 Q1	$814K	Hold	25,600	–	–	﹤0.01%	937
2020 Q4	$801K	Hold	25,600	–	–	﹤0.01%	924
2020 Q3	$685K	Hold	25,600	–	–	0.01%	847
2020 Q2	$757K	Buy	+25,600	New	+$793K	0.01%	786

Other funds holding JBGS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return

Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return

Handelsbanken Fonder's JBGS Position: Q2 2026 in Review

Handelsbanken Fonder sold out of JBG SMITH (JBGS) in Q2 2026, closing a stake of 31,900 shares — an estimated $466K sold.

Handelsbanken Fonder first reported a position in JBGS in Q2 2020 and held it in 24 quarters. The position peaked at $814K in Q1 2021. 101 funds tracked by Wall St. Rank hold JBGS as of Q2 2026.

Handelsbanken Fonder reported no remaining JBG SMITH position as of Q2 2026 after selling out during the quarter.
Handelsbanken Fonder sold 31,900 JBG SMITH shares in Q2 2026, an estimated $466K.
Handelsbanken Fonder first reported a position in JBG SMITH in Q2 2020 and held it in 24 quarters.
Handelsbanken Fonder's JBG SMITH position peaked at $814K in Q1 2021.
101 funds tracked by Wall St. Rank held JBG SMITH as of Q2 2026.

Based on Handelsbanken Fonder's 13F filing for Q2 2026, filed 10 Jul 2026.