Mercer Global Advisors
JBGS

Mercer Global Advisors’s JBG SMITH JBGS Stock Holding History

Mercer Global Advisors’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 		$505K Buy
34,560
+4,349
+14% +$69.4K ﹤0.01% 1975
2025
Q4 		$514K Buy
30,211
+39
+0.1% +$737 ﹤0.01% 1842
2025
Q3 		$671K Sell
30,172
-7,512
-20% -$155K ﹤0.01% 1577
2025
Q2 		$652K Sell
37,684
-7,312
-16% -$119K ﹤0.01% 1427
2025
Q1 		$725K Sell
44,996
-3,149
-7% -$47.9K ﹤0.01% 1287
2024
Q4 		$740K Buy
+48,145
New +$806K ﹤0.01% 1239

Other funds holding JBGS

BlackRock
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Mercer Global Advisors's JBGS Position: Q1 2026 in Review

Mercer Global Advisors increased its JBG SMITH (JBGS) stake by 14% in Q1 2026, buying an estimated $69.4K and bringing the position to 34,560 shares worth $505K. The position accounts for ﹤0.01% of the portfolio, ranked #1975.

Mercer Global Advisors first reported a position in JBGS in Q4 2024 and has held it in 6 quarters since. The position peaked at $740K in Q4 2024. 217 funds tracked by Wall St. Rank hold JBGS as of Q1 2026.

  • Mercer Global Advisors held 34,560 shares of JBG SMITH worth $505K as of Q1 2026.
  • Mercer Global Advisors bought 4,349 JBG SMITH shares in Q1 2026, an estimated $69.4K.
  • JBG SMITH made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1975 holding.
  • Mercer Global Advisors first reported a position in JBG SMITH in Q4 2024 and has held it in 6 quarters since.
  • Mercer Global Advisors's JBG SMITH position peaked at $740K in Q4 2024.
  • 217 funds tracked by Wall St. Rank held JBG SMITH as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.