Mitsubishi UFJ Trust & Banking
JBGS

Mitsubishi UFJ Trust & Banking’s JBG SMITH JBGS Stock Holding History

Mitsubishi UFJ Trust & Banking’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
-42,242
Closed -$617K – 1565
2026
Q1 		$617K Buy
42,242
+11,695
+38% +$186K ﹤0.01% 963
2025
Q4 		$520K Buy
30,547
+14,916
+95% +$282K ﹤0.01% 968
2025
Q3 		$348K Sell
15,631
-5,687
-27% -$117K ﹤0.01% 1013
2025
Q2 		$369K Sell
21,318
-32
-0.1% -$521 ﹤0.01% 936
2025
Q1 		$344K Sell
21,350
-839
-4% -$12.8K ﹤0.01% 963
2024
Q4 		$341K Buy
22,189
+7,784
+54% +$130K ﹤0.01% 967
2024
Q3 		$252K Buy
+14,405
New +$244K ﹤0.01% 1012
2023
Q3 		– Sell
-1,455
Closed -$21.9K – 1169
2023
Q2 		$21.9K Buy
1,455
+123
+9% +$1.79K ﹤0.01% 1121
2023
Q1 		$20.1K Hold
1,332
– – ﹤0.01% 1142
2022
Q4 		$25.3K Buy
+1,332
New +$25.7K ﹤0.01% 1130
2022
Q2 		– Sell
-1,780
Closed -$52K – 1259
2022
Q1 		$52K Sell
1,780
-408
-19% -$11.5K ﹤0.01% 1286
2021
Q4 		$63K Buy
2,188
+1,438
+192% +$42.1K ﹤0.01% 1310
2021
Q3 		$22K Hold
750
– – ﹤0.01% 1337
2021
Q2 		$24K Sell
750
-1,751
-70% -$57.1K ﹤0.01% 1331
2021
Q1 		$78K Buy
2,501
+576
+30% +$18.2K ﹤0.01% 1248
2020
Q4 		$60K Buy
+1,925
New +$55.5K ﹤0.01% 1330
2020
Q2 		– Sell
-1,565
Closed -$50K – 1305
2020
Q1 		$50K Hold
1,565
– – ﹤0.01% 1268
2019
Q4 		$62K Buy
1,565
+1,553
+12,942% +$61.4K ﹤0.01% 1289
2019
Q3 		$0 Buy
+12
New +$468 ﹤0.01% 1335

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

Mitsubishi UFJ Trust & Banking's JBGS Position: Q2 2026 in Review

Mitsubishi UFJ Trust & Banking sold out of JBG SMITH (JBGS) in Q2 2026, closing a stake of 42,242 shares — an estimated $617K sold.

Mitsubishi UFJ Trust & Banking first reported a position in JBGS in Q3 2019 and held it in 19 quarters. The position peaked at $617K in Q1 2026. 207 funds tracked by Wall St. Rank hold JBGS as of Q2 2026.

  • Mitsubishi UFJ Trust & Banking reported no remaining JBG SMITH position as of Q2 2026 after selling out during the quarter.
  • Mitsubishi UFJ Trust & Banking sold 42,242 JBG SMITH shares in Q2 2026, an estimated $617K.
  • Mitsubishi UFJ Trust & Banking first reported a position in JBG SMITH in Q3 2019 and held it in 19 quarters.
  • Mitsubishi UFJ Trust & Banking's JBG SMITH position peaked at $617K in Q1 2026.
  • 207 funds tracked by Wall St. Rank held JBG SMITH as of Q2 2026.

Based on Mitsubishi UFJ Trust & Banking's 13F filing for Q2 2026, filed 6 Aug 2026.