Physician Wealth Advisors
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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
Q3 		$2.56K Buy
255
+188
+281% +$2.38K ﹤0.01% 1454
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

Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Commonwealth Financial Services
Commonwealth Financial Services Vienna, West Virginia $559M AUM 17.73% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Physician Wealth Advisors's JBGS Position: Q3 2026 in Review

Physician Wealth Advisors increased its JBG SMITH (JBGS) stake by 281% in Q3 2026, buying an estimated $2.38K and bringing the position to 255 shares worth $2.56K. The position accounts for ﹤0.01% of the portfolio, ranked #1454.

Physician Wealth Advisors first reported a position in JBGS in Q1 2025 and has held it in 3 quarters since. 32 funds tracked by Wall St. Rank hold JBGS as of Q3 2026.

  • Physician Wealth Advisors held 255 shares of JBG SMITH worth $2.56K as of Q3 2026.
  • Physician Wealth Advisors bought 188 JBG SMITH shares in Q3 2026, an estimated $2.38K.
  • JBG SMITH made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1454 holding.
  • Physician Wealth Advisors first reported a position in JBG SMITH in Q1 2025 and has held it in 3 quarters since.
  • 32 funds tracked by Wall St. Rank held JBG SMITH as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.