MCM
JBGS

MAI Capital Management’s JBG SMITH JBGS Stock Holding History

MAI Capital 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 		– Sell
-2,085
Closed -$30.5K – 3422
2026
Q1 		$30.5K Sell
2,085
-693
-25% -$11.1K ﹤0.01% 2552
2025
Q4 		$47.3K Sell
2,778
-2,198
-44% -$41.5K ﹤0.01% 2042
2025
Q3 		$111K Buy
4,976
+75
+2% +$1.54K ﹤0.01% 1523
2025
Q2 		$84.8K Buy
4,901
+717
+17% +$11.7K ﹤0.01% 1565
2025
Q1 		$67.4K Buy
4,184
+2,128
+104% +$32.4K ﹤0.01% 1590
2024
Q4 		$31.6K Buy
+2,056
New +$34.4K ﹤0.01% 2003

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

MAI Capital Management's JBGS Position: Q2 2026 in Review

MAI Capital Management sold out of JBG SMITH (JBGS) in Q2 2026, closing a stake of 2,085 shares — an estimated $30.5K sold.

MAI Capital Management first reported a position in JBGS in Q4 2024 and held it in 6 quarters. The position peaked at $111K in Q3 2025. 206 funds tracked by Wall St. Rank hold JBGS as of Q2 2026.

  • MAI Capital Management reported no remaining JBG SMITH position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 2,085 JBG SMITH shares in Q2 2026, an estimated $30.5K.
  • MAI Capital Management first reported a position in JBG SMITH in Q4 2024 and held it in 6 quarters.
  • MAI Capital Management's JBG SMITH position peaked at $111K in Q3 2025.
  • 206 funds tracked by Wall St. Rank held JBG SMITH as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.