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
2026 Q2	–	Sell	-92,400	Closed	-$1.35M	–	13968
2026 Q1	$1.35M	Sell	92,400 -56,500	-38%	-$901K	﹤0.01%	7152
2025 Q4	$2.53M	Sell	148,900 -2,700	-2%	-$51K	﹤0.01%	5171
2025 Q3	$3.37M	Buy	151,600 +21,400	+16%	+$440K	﹤0.01%	4748
2025 Q2	$2.25M	Buy	+130,200	New	+$2.12M	﹤0.01%	5544
2021 Q4	–	Sell	-7,600	Closed	-$225K	–	13496
2021 Q3	$225K	Sell	7,600 -4,500	-37%	-$139K	﹤0.01%	11222
2021 Q2	$381K	Sell	12,100 -11,300	-48%	-$368K	﹤0.01%	10248
2021 Q1	$744K	Sell	23,400 -16,600	-42%	-$526K	﹤0.01%	8497
2020 Q4	$1.25M	Buy	40,000 +20,900	+109%	+$602K	﹤0.01%	6174
2020 Q3	$511K	Buy	+19,100	New	+$536K	﹤0.01%	7625
2019 Q2	–	Sell	-7,100	Closed	-$294K	–	10532
2019 Q1	$294K	Buy	+7,100	New	+$279K	﹤0.01%	7246
2018 Q4	–	Sell	-11,600	Closed	-$427K	–	9449
2018 Q3	$427K	Sell	11,600 -1,200	-9%	-$44.2K	﹤0.01%	6819
2018 Q2	$467K	Buy	+12,800	New	+$463K	﹤0.01%	6927
2018 Q1	–	Sell	-34,600	Closed	-$1.2M	–	9748
2017 Q4	$1.2M	Buy	34,600 +24,600	+246%	+$812K	﹤0.01%	4877
2017 Q3	$342K	Buy	+10,000	New	+$339K	﹤0.01%	7170

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.