JFG
JBGS

Jefferies Financial Group’s JBG SMITH JBGS Stock Holding History

Jefferies Financial Group’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
2025
Q4 		– Sell
-87,483
Closed -$1.95M – 1958
2025
Q3 		$1.95M Buy
+87,483
New +$1.8M 0.01% 654
2023
Q3 		– Sell
-40,900
Closed -$615K – 1786
2023
Q2 		$615K Buy
+40,900
New +$596K 0.01% 1113

Other funds holding JBGS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Jefferies Financial Group's JBGS Position: Q4 2025 in Review

Jefferies Financial Group sold out of JBG SMITH (JBGS) in Q4 2025, closing a stake of 87,483 shares — an estimated $1.95M sold.

Jefferies Financial Group first reported a position in JBGS in Q2 2023 and held it in 2 quarters. The position peaked at $1.95M in Q3 2025. 216 funds tracked by Wall St. Rank hold JBGS as of Q4 2025.

  • Jefferies Financial Group reported no remaining JBG SMITH position as of Q4 2025 after selling out during the quarter.
  • Jefferies Financial Group sold 87,483 JBG SMITH shares in Q4 2025, an estimated $1.95M.
  • Jefferies Financial Group first reported a position in JBG SMITH in Q2 2023 and held it in 2 quarters.
  • Jefferies Financial Group's JBG SMITH position peaked at $1.95M in Q3 2025.
  • 216 funds tracked by Wall St. Rank held JBG SMITH as of Q4 2025.

Based on Jefferies Financial Group's 13F filing for Q4 2025, filed 9 Feb 2026.