SAM
JBGS

Smartleaf Asset Management’s JBG SMITH JBGS Stock Holding History

Smartleaf Asset Management’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 		$21.5K Sell
1,461
-783
-35% -$12.5K ﹤0.01% 1912
2025
Q4 		$38.3K Buy
2,244
+765
+52% +$14.5K ﹤0.01% 1681
2025
Q3 		$32K Buy
1,479
+650
+78% +$13.4K ﹤0.01% 1604
2025
Q2 		$14.5K Sell
829
-483
-37% -$7.86K ﹤0.01% 1694
2025
Q1 		$20.9K Sell
1,312
-221
-14% -$3.36K ﹤0.01% 1580
2024
Q4 		$23.2K Buy
1,533
+682
+80% +$11.4K ﹤0.01% 1561
2024
Q3 		$14.9K Buy
851
+154
+22% +$2.61K ﹤0.01% 1519
2024
Q2 		$10.5K Buy
697
+384
+123% +$5.69K ﹤0.01% 1384
2024
Q1 		$5.09K Buy
+313
New +$5.22K ﹤0.01% 1212

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

Smartleaf Asset Management's JBGS Position: Q1 2026 in Review

Smartleaf Asset Management reduced its JBG SMITH (JBGS) stake by 35% in Q1 2026, selling an estimated $12.5K and leaving 1,461 shares worth $21.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1912.

Smartleaf Asset Management first reported a position in JBGS in Q1 2024 and has held it in 9 quarters since. The position peaked at $38.3K in Q4 2025. 217 funds tracked by Wall St. Rank hold JBGS as of Q1 2026.

  • Smartleaf Asset Management held 1,461 shares of JBG SMITH worth $21.5K as of Q1 2026.
  • Smartleaf Asset Management sold 783 JBG SMITH shares in Q1 2026, an estimated $12.5K.
  • JBG SMITH made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #1912 holding.
  • Smartleaf Asset Management first reported a position in JBG SMITH in Q1 2024 and has held it in 9 quarters since.
  • Smartleaf Asset Management's JBG SMITH position peaked at $38.3K in Q4 2025.
  • 217 funds tracked by Wall St. Rank held JBG SMITH as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.