LWM
JBGS

Lodestone Wealth Management’s JBG SMITH JBGS Stock Holding History

Lodestone Wealth Management’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 		$4.06K Hold
277
– – ﹤0.01% 618
2026
Q1 		$4.05K Hold
277
– – ﹤0.01% 606
2025
Q4 		$4.71K Buy
+277
New +$5.24K ﹤0.01% 589

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 $3.38T AUM 44.17% 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

Lodestone Wealth Management's JBGS Position: Q2 2026 in Review

Lodestone Wealth Management held its JBG SMITH (JBGS) position steady in Q2 2026 at 277 shares worth $4.06K. The position accounts for ﹤0.01% of the portfolio, ranked #618.

Lodestone Wealth Management first reported a position in JBGS in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.71K in Q4 2025. 207 funds tracked by Wall St. Rank hold JBGS as of Q2 2026.

  • Lodestone Wealth Management held 277 shares of JBG SMITH worth $4.06K as of Q2 2026.
  • Lodestone Wealth Management left its JBG SMITH share count unchanged in Q2 2026.
  • JBG SMITH made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #618 holding.
  • Lodestone Wealth Management first reported a position in JBG SMITH in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's JBG SMITH position peaked at $4.71K in Q4 2025.
  • 207 funds tracked by Wall St. Rank held JBG SMITH as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.