LFG
JBGS

Larson Financial Group’s JBG SMITH JBGS Stock Holding History

Larson 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
2026
Q2 		$5.74K Buy
+391
New +$5.79K ﹤0.01% 2709
2025
Q3 		– Sell
-9
Closed -$156 – 3551
2025
Q2 		$156 Buy
9
+4
+80% +$65 ﹤0.01% 3105
2025
Q1 		$81 Hold
5
– – ﹤0.01% 2949
2024
Q4 		$77 Hold
5
– – ﹤0.01% 2643
2024
Q3 		$87 Hold
5
– – ﹤0.01% 2561
2024
Q2 		$76 Buy
+5
New +$74 ﹤0.01% 2300

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

Larson Financial Group's JBGS Position: Q2 2026 in Review

Larson Financial Group opened a new position in JBG SMITH (JBGS) in Q2 2026: 391 shares worth $5.74K. The stake represents ﹤0.01% of the portfolio and ranks #2709 among its holdings. This is a return to the name: Larson Financial Group previously reported a position in JBGS as recently as Q2 2025.

Larson Financial Group first reported a position in JBGS in Q2 2024 and has held it in 6 quarters since. 206 funds tracked by Wall St. Rank hold JBGS as of Q2 2026.

  • Larson Financial Group held 391 shares of JBG SMITH worth $5.74K as of Q2 2026.
  • JBG SMITH was a new Larson Financial Group position in Q2 2026.
  • JBG SMITH made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2709 holding.
  • Larson Financial Group first reported a position in JBG SMITH in Q2 2024 and has held it in 6 quarters since.
  • 206 funds tracked by Wall St. Rank held JBG SMITH as of Q2 2026.

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