SageView Advisory Group’s JBG SMITH JBGS Stock Holding History

SageView Advisory Group’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	–	Sell	-90	Closed	-$1.53K	–	1525
2025 Q4	$1.53K	Buy	+90	New	+$1.7K	﹤0.01%	2292

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 $3.38T AUM 44.17% 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

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

PMG

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

SageView Advisory Group's JBGS Position: Q1 2026 in Review

SageView Advisory Group sold out of JBG SMITH (JBGS) in Q1 2026, closing a stake of 90 shares — an estimated $1.53K sold.

SageView Advisory Group first reported a position in JBGS in Q4 2025 and held it in 1 quarter. The position peaked at $1.53K in Q4 2025. 218 funds tracked by Wall St. Rank hold JBGS as of Q1 2026.

SageView Advisory Group reported no remaining JBG SMITH position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 90 JBG SMITH shares in Q1 2026, an estimated $1.53K.
SageView Advisory Group first reported a position in JBG SMITH in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's JBG SMITH position peaked at $1.53K in Q4 2025.
218 funds tracked by Wall St. Rank held JBG SMITH as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.