Pinnacle Bancorp’s JBG SMITH JBGS Stock Holding History

Pinnacle Bancorp’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
2025 Q3	–	Sell	-191	Closed	-$3.3K	–	921
2025 Q2	$3.3K	Hold	191	–	–	﹤0.01%	835
2025 Q1	$3.08K	Hold	191	–	–	﹤0.01%	827
2024 Q4	$2.94K	Hold	191	–	–	﹤0.01%	834
2024 Q3	$3.34K	Hold	191	–	–	﹤0.01%	819
2024 Q2	$2.91K	Hold	191	–	–	﹤0.01%	799
2024 Q1	$3.07K	Hold	191	–	–	﹤0.01%	781
2023 Q4	$3.25K	Hold	191	–	–	﹤0.01%	745
2023 Q3	$2.76K	Hold	191	–	–	﹤0.01%	740
2023 Q2	$2.87K	Hold	191	–	–	﹤0.01%	725
2023 Q1	$2.88K	Hold	191	–	–	﹤0.01%	754
2022 Q4	$4K	Hold	191	–	–	﹤0.01%	671
2022 Q3	$4K	Hold	191	–	–	﹤0.01%	662
2022 Q2	$5K	Buy	191 +35	+22%	+$905	﹤0.01%	658
2022 Q1	$5K	Buy	+156	New	+$4.39K	﹤0.01%	671

Other funds holding JBGS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Long Pond Capital New York $978M AUM 16.49% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return