SFA
JBGS

Sequoia Financial Advisors’s JBG SMITH JBGS Stock Holding History

Sequoia Financial 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
Q3 		– Sell
-12,464
Closed -$216K – 1774
2025
Q2 		$216K Buy
12,464
+56
+0.5% +$912 ﹤0.01% 1446
2025
Q1 		$200K Sell
12,408
-208
-2% -$3.16K ﹤0.01% 1274
2024
Q4 		$194K Buy
+12,616
New +$211K ﹤0.01% 1235
2024
Q1 		– Sell
-10,061
Closed -$171K – 1237
2023
Q4 		$171K Buy
+10,061
New +$147K ﹤0.01% 1121
2023
Q2 		– Sell
-11,056
Closed -$167K – 981
2023
Q1 		$167K Buy
+11,056
New +$196K ﹤0.01% 781

Other funds holding JBGS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sequoia Financial Advisors's JBGS Position: Q3 2025 in Review

Sequoia Financial Advisors sold out of JBG SMITH (JBGS) in Q3 2025, closing a stake of 12,464 shares — an estimated $216K sold.

Sequoia Financial Advisors first reported a position in JBGS in Q1 2023 and held it in 5 quarters. The position peaked at $216K in Q2 2025. 224 funds tracked by Wall St. Rank hold JBGS as of Q3 2025.

  • Sequoia Financial Advisors reported no remaining JBG SMITH position as of Q3 2025 after selling out during the quarter.
  • Sequoia Financial Advisors sold 12,464 JBG SMITH shares in Q3 2025, an estimated $216K.
  • Sequoia Financial Advisors first reported a position in JBG SMITH in Q1 2023 and held it in 5 quarters.
  • Sequoia Financial Advisors's JBG SMITH position peaked at $216K in Q2 2025.
  • 224 funds tracked by Wall St. Rank held JBG SMITH as of Q3 2025.

Based on Sequoia Financial Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.