MHC
JBGS

May Hill Capital’s JBG SMITH JBGS Stock Holding History

May Hill Capital’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 		$203K Sell
13,868
-333
-2% -$4.93K 0.04% 243
2026
Q1 		$207K Buy
14,201
+158
+1% +$2.52K 0.05% 213
2025
Q4 		$239K Sell
14,043
-455
-3% -$8.6K 0.06% 174
2025
Q3 		$323K Buy
14,498
+76
+0.5% +$1.56K 0.09% 138
2025
Q2 		$250K Buy
14,422
+207
+1% +$3.37K 0.08% 158
2025
Q1 		$229K Sell
14,215
-751
-5% -$11.4K 0.09% 156
2024
Q4 		$230K Buy
+14,966
New +$251K 0.09% 144

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

May Hill Capital's JBGS Position: Q2 2026 in Review

May Hill Capital reduced its JBG SMITH (JBGS) stake by 2.3% in Q2 2026, selling an estimated $4.93K and leaving 13,868 shares worth $203K. The position accounts for 0.04% of the portfolio, ranked #243.

May Hill Capital first reported a position in JBGS in Q4 2024 and has held it in 7 quarters since. The position peaked at $323K in Q3 2025. 206 funds tracked by Wall St. Rank hold JBGS as of Q2 2026.

  • May Hill Capital held 13,868 shares of JBG SMITH worth $203K as of Q2 2026.
  • May Hill Capital sold 333 JBG SMITH shares in Q2 2026, an estimated $4.93K.
  • JBG SMITH made up 0.04% of May Hill Capital's portfolio in Q2 2026, its #243 holding.
  • May Hill Capital first reported a position in JBG SMITH in Q4 2024 and has held it in 7 quarters since.
  • May Hill Capital's JBG SMITH position peaked at $323K in Q3 2025.
  • 206 funds tracked by Wall St. Rank held JBG SMITH as of Q2 2026.

Based on May Hill Capital's 13F filing for Q2 2026, filed 7 Aug 2026.