OC
JBGS

Optima Capital’s JBG SMITH JBGS Stock Holding History

Optima 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
Q1 		– Sell
-36
Closed -$619 – 747
2025
Q4 		$619 Buy
+36
New +$680 ﹤0.01% 1077

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

Optima Capital's JBGS Position: Q1 2026 in Review

Optima Capital sold out of JBG SMITH (JBGS) in Q1 2026, closing a stake of 36 shares — an estimated $619 sold.

Optima Capital first reported a position in JBGS in Q4 2025 and held it in 1 quarter. The position peaked at $619 in Q4 2025. 217 funds tracked by Wall St. Rank hold JBGS as of Q1 2026.

  • Optima Capital reported no remaining JBG SMITH position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 36 JBG SMITH shares in Q1 2026, an estimated $619.
  • Optima Capital first reported a position in JBG SMITH in Q4 2025 and held it in 1 quarter.
  • Optima Capital's JBG SMITH position peaked at $619 in Q4 2025.
  • 217 funds tracked by Wall St. Rank held JBG SMITH as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.