RA
JBGS

Rise Advisors’s JBG SMITH JBGS Stock Holding History

Rise 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
2025
Q4 		– Sell
-3
Closed -$58 – 774
2025
Q3 		$58 Hold
3
– – ﹤0.01% 1499
2025
Q2 		$44 Hold
3
– – ﹤0.01% 1516
2025
Q1 		$41 Sell
3
-904
-100% -$13.7K ﹤0.01% 1477
2024
Q4 		$13.9K Buy
907
+9
+1% +$151 0.01% 866
2024
Q3 		$15.7K Buy
898
+10
+1% +$170 0.01% 845
2024
Q2 		$13.5K Buy
888
+10
+1% +$148 0.01% 882
2024
Q1 		$14.1K Buy
+878
New +$14.6K 0.01% 890

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

Rise Advisors's JBGS Position: Q4 2025 in Review

Rise Advisors sold out of JBG SMITH (JBGS) in Q4 2025, closing a stake of 3 shares — an estimated $58 sold.

Rise Advisors first reported a position in JBGS in Q1 2024 and held it in 7 quarters. The position peaked at $15.7K in Q3 2024. 216 funds tracked by Wall St. Rank hold JBGS as of Q4 2025.

  • Rise Advisors reported no remaining JBG SMITH position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 3 JBG SMITH shares in Q4 2025, an estimated $58.
  • Rise Advisors first reported a position in JBG SMITH in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's JBG SMITH position peaked at $15.7K in Q3 2024.
  • 216 funds tracked by Wall St. Rank held JBG SMITH as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.