PMFA
JBGS

Plante Moran Financial Advisors’s JBG SMITH JBGS Stock Holding History

Plante Moran Financial 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 		$88 Buy
+6
New +$89 ﹤0.01% 1550
2019
Q3 		– Sell
-5,320
Closed -$209K – 881
2019
Q2 		$209K Hold
5,320
– – 0.06% 143
2019
Q1 		$220K Sell
5,320
-26
-0.5% -$1.02K 0.07% 137
2018
Q4 		$186K Buy
5,346
+26
+0.5% +$977 0.06% 138
2018
Q3 		$196K Buy
+5,320
New +$196K 0.06% 154

Other funds holding JBGS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
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
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Plante Moran Financial Advisors's JBGS Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in JBG SMITH (JBGS) in Q2 2026: 6 shares worth $88. The stake represents ﹤0.01% of the portfolio and ranks #1550 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in JBGS as recently as Q2 2019.

Plante Moran Financial Advisors first reported a position in JBGS in Q3 2018 and has held it in 5 quarters since. The position peaked at $220K in Q1 2019. 207 funds tracked by Wall St. Rank hold JBGS as of Q2 2026.

  • Plante Moran Financial Advisors held 6 shares of JBG SMITH worth $88 as of Q2 2026.
  • JBG SMITH was a new Plante Moran Financial Advisors position in Q2 2026.
  • JBG SMITH made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1550 holding.
  • Plante Moran Financial Advisors first reported a position in JBG SMITH in Q3 2018 and has held it in 5 quarters since.
  • Plante Moran Financial Advisors's JBG SMITH position peaked at $220K in Q1 2019.
  • 207 funds tracked by Wall St. Rank held JBG SMITH as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.