Jeff Yass’s JBG SMITH JBGS Stock Holding History

Jeff Yass’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
2024 Q3	–	Sell	-14,200	Closed	-$216K	–	12504
2024 Q2	$216K	Buy	+14,200	New	+$210K	﹤0.01%	10189
2020 Q4	–	Sell	-7,800	Closed	-$209K	–	11376
2020 Q3	$209K	Buy	+7,800	New	+$219K	﹤0.01%	9377
2020 Q2	–	Sell	-6,500	Closed	-$207K	–	10513
2020 Q1	$207K	Buy	+6,500	New	+$244K	﹤0.01%	8620
2019 Q1	–	Sell	-30,700	Closed	-$1.07M	–	9339
2018 Q4	$1.07M	Buy	30,700 +17,300	+129%	+$650K	﹤0.01%	4545
2018 Q3	$494K	Buy	13,400 +6,800	+103%	+$250K	﹤0.01%	6558
2018 Q2	$241K	Sell	6,600 -3,800	-37%	-$138K	﹤0.01%	8256
2018 Q1	$351K	Buy	+10,400	New	+$345K	﹤0.01%	7356

Other funds holding JBGS

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

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 New York $1.89T AUM 35.08% 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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Jeff Yass's JBGS Position: Q2 2026 in Review

Jeff Yass reduced its JBG SMITH (JBGS) stake by 72% in Q2 2026, selling an estimated $500K and leaving 13,062 shares worth $192K. The position accounts for ﹤0.01% of the portfolio, ranked #11998.

Jeff Yass first reported a position in JBGS in Q3 2018 and has held it in 27 quarters since. The position peaked at $2.76M in Q4 2022. 204 funds tracked by Wall St. Rank hold JBGS as of Q2 2026.

Jeff Yass held 13,062 shares of JBG SMITH worth $192K as of Q2 2026.
Jeff Yass sold 33,767 JBG SMITH shares in Q2 2026, an estimated $500K.
JBG SMITH made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #11998 holding.
Jeff Yass first reported a position in JBG SMITH in Q3 2018 and has held it in 27 quarters since.
Jeff Yass's JBG SMITH position peaked at $2.76M in Q4 2022.
204 funds tracked by Wall St. Rank held JBG SMITH as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.