Rothschild Investment LLC’s JBG SMITH JBGS Stock Holding History

Rothschild Investment LLC’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	$3.04K	Buy	207 +107	+107%	+$1.58K	﹤0.01%	2563
2026 Q1	$1.46K	Sell	100 -175	-64%	-$2.79K	﹤0.01%	2702
2025 Q4	$4.68K	Hold	275	–	–	﹤0.01%	1923
2025 Q3	$6.12K	Sell	275 -180	-40%	-$3.71K	﹤0.01%	1624
2025 Q2	$7.87K	Buy	455 +20	+5%	+$326	﹤0.01%	1306
2025 Q1	$7.01K	Buy	435 +185	+74%	+$2.81K	﹤0.01%	1288
2024 Q4	$3.84K	Sell	250 -30	-11%	-$502	﹤0.01%	1449
2024 Q3	$4.89K	Buy	280 +90	+47%	+$1.53K	﹤0.01%	1302
2024 Q2	$2.89K	Buy	190 +30	+19%	+$444	﹤0.01%	1293
2024 Q1	$2.57K	Buy	160 +10	+7%	+$167	﹤0.01%	1188
2023 Q4	$2.55K	Buy	+150	New	+$2.18K	﹤0.01%	1131

Other funds holding JBGS

BlackRock New York $6.73T AUM 46.02% 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

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Rothschild Investment LLC's JBGS Position: Q2 2026 in Review

Rothschild Investment LLC increased its JBG SMITH (JBGS) stake by 107% in Q2 2026, buying an estimated $1.58K and bringing the position to 207 shares worth $3.04K. The position accounts for ﹤0.01% of the portfolio, ranked #2563.

Rothschild Investment LLC first reported a position in JBGS in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.87K in Q2 2025. 80 funds tracked by Wall St. Rank hold JBGS as of Q2 2026.

Rothschild Investment LLC held 207 shares of JBG SMITH worth $3.04K as of Q2 2026.
Rothschild Investment LLC bought 107 JBG SMITH shares in Q2 2026, an estimated $1.58K.
JBG SMITH made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2563 holding.
Rothschild Investment LLC first reported a position in JBG SMITH in Q4 2023 and has held it in 11 quarters since.
Rothschild Investment LLC's JBG SMITH position peaked at $7.87K in Q2 2025.
80 funds tracked by Wall St. Rank held JBG SMITH as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.