MassMutual Private Wealth & Trust’s JBG SMITH JBGS Stock Holding History

MassMutual Private Wealth & Trust’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 Q1	–	Sell	-178	Closed	-$3.03K	–	2450
2025 Q4	$3.03K	Hold	178	–	–	﹤0.01%	1874
2025 Q3	$3.96K	Hold	178	–	–	﹤0.01%	1764
2025 Q2	$3.08K	Hold	178	–	–	﹤0.01%	1814
2025 Q1	$2.87K	Hold	178	–	–	﹤0.01%	1809
2024 Q4	$2.74K	Hold	178	–	–	﹤0.01%	1738
2024 Q3	$3.11K	Hold	178	–	–	﹤0.01%	1527
2024 Q2	$2.71K	Hold	178	–	–	﹤0.01%	1533
2024 Q1	$2.86K	Hold	178	–	–	﹤0.01%	1435
2023 Q4	$3.03K	Hold	178	–	–	﹤0.01%	1376
2023 Q3	$2.57K	Hold	178	–	–	﹤0.01%	1437
2023 Q2	$2.68K	Sell	178 -39	-18%	-$568	﹤0.01%	1389
2023 Q1	$3.27K	Buy	+217	New	+$3.85K	﹤0.01%	1274
2021 Q2	–	Sell	-18	Closed	-$1K	–	1254
2021 Q1	$1K	Buy	+18	New	+$570	﹤0.01%	984

Other funds holding JBGS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

MassMutual Private Wealth & Trust's JBGS Position: Q1 2026 in Review

MassMutual Private Wealth & Trust sold out of JBG SMITH (JBGS) in Q1 2026, closing a stake of 178 shares — an estimated $3.03K sold.

MassMutual Private Wealth & Trust first reported a position in JBGS in Q1 2021 and held it in 13 quarters. The position peaked at $3.96K in Q3 2025. 217 funds tracked by Wall St. Rank hold JBGS as of Q1 2026.

MassMutual Private Wealth & Trust reported no remaining JBG SMITH position as of Q1 2026 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 178 JBG SMITH shares in Q1 2026, an estimated $3.03K.
MassMutual Private Wealth & Trust first reported a position in JBG SMITH in Q1 2021 and held it in 13 quarters.
MassMutual Private Wealth & Trust's JBG SMITH position peaked at $3.96K in Q3 2025.
217 funds tracked by Wall St. Rank held JBG SMITH as of Q1 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2026, filed 13 Apr 2026.