SWM
JBGS

Spire Wealth Management’s JBG SMITH JBGS Stock Holding History

Spire Wealth 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
Q2 		– Sell
-305
Closed -$4.45K – 2310
2026
Q1 		$4.45K Sell
305
-495
-62% -$7.89K ﹤0.01% 1866
2025
Q4 		$13.6K Sell
800
-2,600
-76% -$49.1K ﹤0.01% 1621
2025
Q3 		$75.7K Sell
3,400
-186
-5% -$3.83K ﹤0.01% 1100
2025
Q2 		$62K Sell
3,586
-288
-7% -$4.69K ﹤0.01% 1128
2025
Q1 		$62.4K Sell
3,874
-72
-2% -$1.09K ﹤0.01% 1203
2024
Q4 		$60.6K Sell
3,946
-780
-17% -$13.1K ﹤0.01% 1211
2024
Q3 		$82.6K Hold
4,726
– – ﹤0.01% 970
2024
Q2 		$72K Buy
4,726
+1,545
+49% +$22.9K ﹤0.01% 995
2024
Q1 		$51.1K Sell
3,181
-486
-13% -$8.1K ﹤0.01% 1207
2023
Q4 		$61.3K Sell
3,667
-275
-7% -$4K ﹤0.01% 1138
2023
Q3 		$57K Hold
3,942
– – ﹤0.01% 1127
2023
Q2 		$59.3K Buy
3,942
+186
+5% +$2.71K ﹤0.01% 1134
2023
Q1 		$56.6K Buy
3,756
+2,412
+179% +$42.8K ﹤0.01% 1149
2022
Q4 		$26K Buy
1,344
+170
+14% +$3.28K ﹤0.01% 1258
2022
Q3 		$22K Sell
1,174
-7,941
-87% -$182K ﹤0.01% 1294
2022
Q2 		$215K Buy
+9,115
New +$236K 0.01% 741
2022
Q1 		– Sell
-6,737
Closed -$193K – 2703
2021
Q4 		$193K Buy
+6,737
New +$197K ﹤0.01% 1107
2021
Q2 		– Sell
-6,002
Closed -$193K – 2781
2021
Q1 		$193K Buy
+6,002
New +$190K 0.01% 1085

Other funds holding JBGS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Spire Wealth Management's JBGS Position: Q2 2026 in Review

Spire Wealth Management sold out of JBG SMITH (JBGS) in Q2 2026, closing a stake of 305 shares — an estimated $4.45K sold.

Spire Wealth Management first reported a position in JBGS in Q1 2021 and held it in 18 quarters. The position peaked at $215K in Q2 2022. 207 funds tracked by Wall St. Rank hold JBGS as of Q2 2026.

  • Spire Wealth Management reported no remaining JBG SMITH position as of Q2 2026 after selling out during the quarter.
  • Spire Wealth Management sold 305 JBG SMITH shares in Q2 2026, an estimated $4.45K.
  • Spire Wealth Management first reported a position in JBG SMITH in Q1 2021 and held it in 18 quarters.
  • Spire Wealth Management's JBG SMITH position peaked at $215K in Q2 2022.
  • 207 funds tracked by Wall St. Rank held JBG SMITH as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.