IWC
JBGS

Integrated Wealth Concepts’s JBG SMITH JBGS Stock Holding History

Integrated Wealth Concepts’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 		$3.32K Buy
+227
New +$3.36K ﹤0.01% 5174

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

Integrated Wealth Concepts's JBGS Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in JBG SMITH (JBGS) in Q2 2026: 227 shares worth $3.32K. The stake represents ﹤0.01% of the portfolio and ranks #5174 among its holdings.

205 funds tracked by Wall St. Rank hold JBGS as of Q2 2026.

  • Integrated Wealth Concepts held 227 shares of JBG SMITH worth $3.32K as of Q2 2026.
  • JBG SMITH was a new Integrated Wealth Concepts position in Q2 2026.
  • JBG SMITH made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5174 holding.
  • 205 funds tracked by Wall St. Rank held JBG SMITH as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.