North Star Investment Management’s JBG SMITH JBGS Stock Holding History

North Star Investment Management’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	$4.99K	Hold	340	–	–	﹤0.01%	1222
2026 Q1	$4.97K	Hold	340	–	–	﹤0.01%	1191
2025 Q4	$5.78K	Hold	340	–	–	﹤0.01%	1071
2025 Q3	$7.57K	Hold	340	–	–	﹤0.01%	963
2025 Q2	$5.88K	Hold	340	–	–	﹤0.01%	978
2025 Q1	$5.48K	Hold	340	–	–	﹤0.01%	964
2024 Q4	$5.23K	Sell	340 -90	-21%	-$1.51K	﹤0.01%	992
2024 Q3	$7.52K	Hold	430	–	–	﹤0.01%	900
2024 Q2	$6.55K	Buy	430 +52	+14%	+$770	﹤0.01%	882
2024 Q1	$6.07K	Hold	378	–	–	﹤0.01%	947
2023 Q4	$6.43K	Hold	378	–	–	﹤0.01%	915
2023 Q3	$5.47K	Hold	378	–	–	﹤0.01%	937
2023 Q2	$5.68K	Hold	378	–	–	﹤0.01%	949
2023 Q1	$5.69K	Buy	378 +158	+72%	+$2.8K	﹤0.01%	966
2022 Q4	$4.18K	Hold	220	–	–	﹤0.01%	995
2022 Q3	$4K	Buy	+220	New	+$5.04K	﹤0.01%	961
2019 Q4	–	Sell	-9	Closed	–	–	1072
2019 Q3	$0	Buy	+9	New	+$351	﹤0.01%	1100
2019 Q2	–	Sell	-9	Closed	–	–	665
2019 Q1	$0	Hold	9	–	–	﹤0.01%	1072
2018 Q4	$0	Sell	9 -120	-93%	-$4.51K	﹤0.01%	1071
2018 Q3	$5K	Hold	129	–	–	﹤0.01%	936
2018 Q2	$5K	Hold	129	–	–	﹤0.01%	955
2018 Q1	$4K	Hold	129	–	–	﹤0.01%	962
2017 Q4	$4K	Buy	+129	New	+$4.26K	﹤0.01%	947

Other funds holding JBGS

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

North Star Investment Management's JBGS Position: Q2 2026 in Review

North Star Investment Management held its JBG SMITH (JBGS) position steady in Q2 2026 at 340 shares worth $4.99K. The position accounts for ﹤0.01% of the portfolio, ranked #1222.

North Star Investment Management first reported a position in JBGS in Q4 2017 and has held it in 23 quarters since. The position peaked at $7.57K in Q3 2025. 207 funds tracked by Wall St. Rank hold JBGS as of Q2 2026.

North Star Investment Management held 340 shares of JBG SMITH worth $4.99K as of Q2 2026.
North Star Investment Management left its JBG SMITH share count unchanged in Q2 2026.
JBG SMITH made up ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #1222 holding.
North Star Investment Management first reported a position in JBG SMITH in Q4 2017 and has held it in 23 quarters since.
North Star Investment Management's JBG SMITH position peaked at $7.57K in Q3 2025.
207 funds tracked by Wall St. Rank held JBG SMITH as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.