PWPS
JBGS

Pinnacle Wealth Planning Services’s JBG SMITH JBGS Stock Holding History

Pinnacle Wealth Planning Services’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 		$14.3K Hold
978
– – ﹤0.01% 1858
2025
Q4 		$16.6K Buy
+978
New +$18.5K ﹤0.01% 1802

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

Pinnacle Wealth Planning Services's JBGS Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its JBG SMITH (JBGS) position steady in Q1 2026 at 978 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1858.

Pinnacle Wealth Planning Services first reported a position in JBGS in Q4 2025 and has held it in 2 quarters since. The position peaked at $16.6K in Q4 2025. 217 funds tracked by Wall St. Rank hold JBGS as of Q1 2026.

  • Pinnacle Wealth Planning Services held 978 shares of JBG SMITH worth $14.3K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its JBG SMITH share count unchanged in Q1 2026.
  • JBG SMITH made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1858 holding.
  • Pinnacle Wealth Planning Services first reported a position in JBG SMITH in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's JBG SMITH position peaked at $16.6K in Q4 2025.
  • 217 funds tracked by Wall St. Rank held JBG SMITH as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.