KFAS
JBGS

Keating Financial Advisory Services’s JBG SMITH JBGS Stock Holding History

Keating Financial Advisory Services’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
-47
Closed -$687 – 2664
2026
Q1 		$687 Buy
+47
New +$749 ﹤0.01% 2192

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
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Citigroup
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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

Keating Financial Advisory Services's JBGS Position: Q2 2026 in Review

Keating Financial Advisory Services sold out of JBG SMITH (JBGS) in Q2 2026, closing a stake of 47 shares — an estimated $687 sold.

Keating Financial Advisory Services first reported a position in JBGS in Q1 2026 and held it in 1 quarter. The position peaked at $687 in Q1 2026. 206 funds tracked by Wall St. Rank hold JBGS as of Q2 2026.

  • Keating Financial Advisory Services reported no remaining JBG SMITH position as of Q2 2026 after selling out during the quarter.
  • Keating Financial Advisory Services sold 47 JBG SMITH shares in Q2 2026, an estimated $687.
  • Keating Financial Advisory Services first reported a position in JBG SMITH in Q1 2026 and held it in 1 quarter.
  • Keating Financial Advisory Services's JBG SMITH position peaked at $687 in Q1 2026.
  • 206 funds tracked by Wall St. Rank held JBG SMITH as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.