Jones Financial Companies
JBGS

Jones Financial Companies’s JBG SMITH JBGS Stock Holding History

Jones Financial Companies’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 		$1.15K Buy
77
+7
+10% +$104 ﹤0.01% 4572
2026
Q1 		$1.04K Buy
70
+34
+94% +$542 ﹤0.01% 4338
2025
Q4 		$612 Sell
36
-37
-51% -$699 ﹤0.01% 4124
2025
Q3 		$1.6K Hold
73
– – ﹤0.01% 3761
2025
Q2 		$1.28K Buy
+73
New +$1.19K ﹤0.01% 3595

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

Jones Financial Companies's JBGS Position: Q2 2026 in Review

Jones Financial Companies increased its JBG SMITH (JBGS) stake by 10% in Q2 2026, buying an estimated $104 and bringing the position to 77 shares worth $1.15K. The position accounts for ﹤0.01% of the portfolio, ranked #4572.

Jones Financial Companies first reported a position in JBGS in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.6K in Q3 2025. 206 funds tracked by Wall St. Rank hold JBGS as of Q2 2026.

  • Jones Financial Companies held 77 shares of JBG SMITH worth $1.15K as of Q2 2026.
  • Jones Financial Companies bought 7 JBG SMITH shares in Q2 2026, an estimated $104.
  • JBG SMITH made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4572 holding.
  • Jones Financial Companies first reported a position in JBG SMITH in Q2 2025 and has held it in 5 quarters since.
  • Jones Financial Companies's JBG SMITH position peaked at $1.6K in Q3 2025.
  • 206 funds tracked by Wall St. Rank held JBG SMITH as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.