Root Financial Partners’s JBG SMITH JBGS Stock Holding History

Root Financial Partners’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	–	Sell	-196	Closed	-$2.86K	–	1829
2026 Q1	$2.86K	Buy	+196	New	+$3.13K	﹤0.01%	2170

Other funds holding JBGS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Root Financial Partners's JBGS Position: Q2 2026 in Review

Root Financial Partners sold out of JBG SMITH (JBGS) in Q2 2026, closing a stake of 196 shares — an estimated $2.86K sold.

Root Financial Partners first reported a position in JBGS in Q1 2026 and held it in 1 quarter. The position peaked at $2.86K in Q1 2026. 206 funds tracked by Wall St. Rank hold JBGS as of Q2 2026.

Root Financial Partners reported no remaining JBG SMITH position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 196 JBG SMITH shares in Q2 2026, an estimated $2.86K.
Root Financial Partners first reported a position in JBG SMITH in Q1 2026 and held it in 1 quarter.
Root Financial Partners's JBG SMITH position peaked at $2.86K in Q1 2026.
206 funds tracked by Wall St. Rank held JBG SMITH as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.