RFP
JBGS

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
Q1 		$2.86K Buy
+196
New +$3.13K ﹤0.01% 2170

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

Root Financial Partners's JBGS Position: Q1 2026 in Review

Root Financial Partners opened a new position in JBG SMITH (JBGS) in Q1 2026: 196 shares worth $2.86K. The stake represents ﹤0.01% of the portfolio and ranks #2170 among its holdings.

217 funds tracked by Wall St. Rank hold JBGS as of Q1 2026.

  • Root Financial Partners held 196 shares of JBG SMITH worth $2.86K as of Q1 2026.
  • JBG SMITH was a new Root Financial Partners position in Q1 2026.
  • JBG SMITH made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2170 holding.
  • 217 funds tracked by Wall St. Rank held JBG SMITH as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.