PWA
JBGS

Physician Wealth Advisors’s JBG SMITH JBGS Stock Holding History

Physician Wealth 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
2026
Q2 		$983 Buy
+67
New +$991 ﹤0.01% 1846
2025
Q2 		– Sell
-91
Closed -$1.47K – 1891
2025
Q1 		$1.47K Buy
+91
New +$1.38K ﹤0.01% 937

Other funds holding JBGS

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.13B AUM 29.95% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Physician Wealth Advisors's JBGS Position: Q2 2026 in Review

Physician Wealth Advisors opened a new position in JBG SMITH (JBGS) in Q2 2026: 67 shares worth $983. The stake represents ﹤0.01% of the portfolio and ranks #1846 among its holdings. This is a return to the name: Physician Wealth Advisors previously reported a position in JBGS as recently as Q1 2025.

Physician Wealth Advisors first reported a position in JBGS in Q1 2025 and has held it in 2 quarters since. The position peaked at $1.47K in Q1 2025. 16 funds tracked by Wall St. Rank hold JBGS as of Q2 2026.

  • Physician Wealth Advisors held 67 shares of JBG SMITH worth $983 as of Q2 2026.
  • JBG SMITH was a new Physician Wealth Advisors position in Q2 2026.
  • JBG SMITH made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1846 holding.
  • Physician Wealth Advisors first reported a position in JBG SMITH in Q1 2025 and has held it in 2 quarters since.
  • Physician Wealth Advisors's JBG SMITH position peaked at $1.47K in Q1 2025.
  • 16 funds tracked by Wall St. Rank held JBG SMITH as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.