New Age Alpha Advisors’s JBG SMITH JBGS Stock Holding History

New Age Alpha 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
2025 Q2	–	Sell	-59,605	Closed	-$960K	–	910
2025 Q1	$960K	Sell	59,605 -8,758	-13%	-$133K	0.04%	437
2024 Q4	$1.05M	Buy	+68,363	New	+$1.14M	0.04%	445

Other funds holding JBGS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPC

Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

New Age Alpha Advisors's JBGS Position: Q2 2025 in Review

New Age Alpha Advisors sold out of JBG SMITH (JBGS) in Q2 2025, closing a stake of 59,605 shares — an estimated $960K sold.

New Age Alpha Advisors first reported a position in JBGS in Q4 2024 and held it in 2 quarters. The position peaked at $1.05M in Q4 2024. 217 funds tracked by Wall St. Rank hold JBGS as of Q2 2025.

New Age Alpha Advisors reported no remaining JBG SMITH position as of Q2 2025 after selling out during the quarter.
New Age Alpha Advisors sold 59,605 JBG SMITH shares in Q2 2025, an estimated $960K.
New Age Alpha Advisors first reported a position in JBG SMITH in Q4 2024 and held it in 2 quarters.
New Age Alpha Advisors's JBG SMITH position peaked at $1.05M in Q4 2024.
217 funds tracked by Wall St. Rank held JBG SMITH as of Q2 2025.

Based on New Age Alpha Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.