Raymond James Financial
JBGS

Raymond James Financial’s JBG SMITH JBGS Stock Holding History

Raymond James Financial’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
-632
Closed -$10.9K – 5846
2025
Q2 		$10.9K Buy
+632
New +$10.3K ﹤0.01% 5891

Other funds holding JBGS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
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
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Raymond James Financial's JBGS Position: Q3 2025 in Review

Raymond James Financial sold out of JBG SMITH (JBGS) in Q3 2025, closing a stake of 632 shares — an estimated $10.9K sold.

Raymond James Financial first reported a position in JBGS in Q2 2025 and held it in 1 quarter. The position peaked at $10.9K in Q2 2025. 224 funds tracked by Wall St. Rank hold JBGS as of Q3 2025.

  • Raymond James Financial reported no remaining JBG SMITH position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 632 JBG SMITH shares in Q3 2025, an estimated $10.9K.
  • Raymond James Financial first reported a position in JBG SMITH in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's JBG SMITH position peaked at $10.9K in Q2 2025.
  • 224 funds tracked by Wall St. Rank held JBG SMITH as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.