M&T Bank
JBGS

M&T Bank’s JBG SMITH JBGS Stock Holding History

M&T Bank’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
Q2 		– Sell
-10,569
Closed -$170K – 1596
2025
Q1 		$170K Buy
+10,569
New +$161K ﹤0.01% 1437
2024
Q2 		– Sell
-14,159
Closed -$227K – 1615
2024
Q1 		$227K Buy
14,159
+534
+4% +$8.9K ﹤0.01% 1448
2023
Q4 		$231K Sell
13,625
-297
-2% -$4.33K ﹤0.01% 1427
2023
Q3 		$201K Sell
13,922
-4,383
-24% -$67.8K ﹤0.01% 1443
2023
Q2 		$275K Sell
18,305
-710
-4% -$10.3K ﹤0.01% 1342
2023
Q1 		$287K Buy
19,015
+3,569
+23% +$63.3K ﹤0.01% 1319
2022
Q4 		$293K Buy
15,446
+1,986
+15% +$38.4K ﹤0.01% 1313
2022
Q3 		$250K Sell
13,460
-359
-3% -$8.23K ﹤0.01% 1347
2022
Q2 		$327K Buy
13,819
+1,128
+9% +$29.2K ﹤0.01% 1148
2022
Q1 		$371K Sell
12,691
-5,075
-29% -$143K ﹤0.01% 1110
2021
Q4 		$510K Buy
17,766
+1,399
+9% +$41K ﹤0.01% 1008
2021
Q3 		$485K Buy
16,367
+7,933
+94% +$245K ﹤0.01% 1022
2021
Q2 		$266K Buy
+8,434
New +$275K ﹤0.01% 1315
2020
Q4 		– Sell
-10,281
Closed -$275K – 1728
2020
Q3 		$275K Buy
10,281
+976
+10% +$27.4K ﹤0.01% 1280
2020
Q2 		$276K Buy
9,305
+325
+4% +$10.1K ﹤0.01% 1230
2020
Q1 		$286K Buy
+8,980
New +$337K ﹤0.01% 1151
2017
Q4 		– Sell
-6,042
Closed -$208K – 1661
2017
Q3 		$208K Buy
+6,042
New +$205K ﹤0.01% 1403

Other funds holding JBGS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPC
Long Pond Capital New York $978M AUM 16.49% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 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
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return