Passive Capital Management’s JBG SMITH JBGS Stock Holding History

Passive Capital 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	$351K	Sell	20,632 -200,007	-91%	-$2.96M	0.11%	74
2026 Q1	$3.22M	Buy	220,639 +200,007	+969%	+$3.19M	0.96%	18
2025 Q4	$351K	Buy	+20,632	New	+$390K	0.11%	74
2024 Q3	–	Sell	-10,000	Closed	-$152K	–	67
2024 Q2	$152K	Sell	10,000 -10,000	-50%	-$148K	0.06%	66
2024 Q1	$321K	Sell	20,000 -87,959	-81%	-$1.47M	0.13%	47
2023 Q4	$1.84M	Buy	107,959 +17,000	+19%	+$248K	0.75%	20
2023 Q3	$1.32M	Sell	90,959 -13,000	-13%	-$201K	0.59%	21
2023 Q2	$1.56M	Buy	103,959 +6,000	+6%	+$87.4K	0.66%	21
2023 Q1	$1.48M	Hold	97,959	–	–	0.64%	20
2022 Q4	$1.86M	Hold	97,959	–	–	0.85%	19
2022 Q3	$1.82M	Sell	97,959 -10,000	-9%	-$229K	0.96%	17
2022 Q2	$2.55M	Buy	107,959 +675	+0.6%	+$17.5K	1.3%	16
2022 Q1	$3.13M	Buy	107,284 +592	+0.6%	+$16.7K	1.68%	14
2021 Q4	$3.06M	Buy	+106,692	New	+$3.12M	1.74%	10

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 $3.37T AUM 44.26% 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

Passive Capital Management's JBGS Position: Q2 2026 in Review

Passive Capital Management reduced its JBG SMITH (JBGS) stake by 91% in Q2 2026, selling an estimated $2.96M and leaving 20,632 shares worth $351K. The position accounts for 0.11% of the portfolio, ranked #74.

Passive Capital Management first reported a position in JBGS in Q4 2021 and has held it in 14 quarters since. The position peaked at $3.22M in Q1 2026. 207 funds tracked by Wall St. Rank hold JBGS as of Q2 2026.

Passive Capital Management held 20,632 shares of JBG SMITH worth $351K as of Q2 2026.
Passive Capital Management sold 200,007 JBG SMITH shares in Q2 2026, an estimated $2.96M.
JBG SMITH made up 0.11% of Passive Capital Management's portfolio in Q2 2026, its #74 holding.
Passive Capital Management first reported a position in JBG SMITH in Q4 2021 and has held it in 14 quarters since.
Passive Capital Management's JBG SMITH position peaked at $3.22M in Q1 2026.
207 funds tracked by Wall St. Rank held JBG SMITH as of Q2 2026.

Based on Passive Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.