SPIA
JBGS

Steward Partners Investment Advisory’s JBG SMITH JBGS Stock Holding History

Steward Partners Investment Advisory’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
Q2 		– Sell
-211
Closed -$3.4K – 4197
2025
Q1 		$3.4K Buy
+211
New +$3.21K ﹤0.01% 3496
2024
Q4 		– Sell
-101
Closed -$1.76K – 4034
2024
Q3 		$1.76K Hold
101
– – ﹤0.01% 3454
2024
Q2 		$1.54K Hold
101
– – ﹤0.01% 3329
2024
Q1 		$1.62K Hold
101
– – ﹤0.01% 3320
2023
Q4 		$1.72K Hold
101
– – ﹤0.01% 3230
2023
Q3 		$1.46K Hold
101
– – ﹤0.01% 3136
2023
Q2 		$1.52K Hold
101
– – ﹤0.01% 3079
2023
Q1 		$1.52K Hold
101
– – ﹤0.01% 3068
2022
Q4 		$1.92K Hold
101
– – ﹤0.01% 3024
2022
Q3 		$2K Hold
101
– – ﹤0.01% 3027
2022
Q2 		$2K Hold
101
– – ﹤0.01% 3006
2022
Q1 		$3K Hold
101
– – ﹤0.01% 3018
2021
Q4 		$3K Sell
101
-2,325
-96% -$68.1K ﹤0.01% 2945
2021
Q3 		$72K Buy
2,426
+1,000
+70% +$30.9K ﹤0.01% 1695
2021
Q2 		$45K Sell
1,426
-7,553
-84% -$246K ﹤0.01% 3583
2021
Q1 		$285K Buy
8,979
+6,753
+303% +$214K 0.01% 1112
2020
Q4 		$70K Sell
2,226
-300
-12% -$8.65K ﹤0.01% 1509
2020
Q3 		$68K Sell
2,526
-500
-17% -$14K ﹤0.01% 1368
2020
Q2 		$89K Sell
3,026
-75
-2% -$2.32K ﹤0.01% 1199
2020
Q1 		$98K Buy
3,101
+150
+5% +$5.64K ﹤0.01% 1005
2019
Q4 		$117K Buy
2,951
+975
+49% +$38.6K ﹤0.01% 1070
2019
Q3 		$77K Buy
1,976
+601
+44% +$23.4K ﹤0.01% 1189
2019
Q2 		$54K Buy
+1,375
New +$56.6K ﹤0.01% 1307

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Steward Partners Investment Advisory's JBGS Position: Q2 2025 in Review

Steward Partners Investment Advisory sold out of JBG SMITH (JBGS) in Q2 2025, closing a stake of 211 shares — an estimated $3.4K sold.

Steward Partners Investment Advisory first reported a position in JBGS in Q2 2019 and held it in 23 quarters. The position peaked at $285K in Q1 2021. 217 funds tracked by Wall St. Rank hold JBGS as of Q2 2025.

  • Steward Partners Investment Advisory reported no remaining JBG SMITH position as of Q2 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 211 JBG SMITH shares in Q2 2025, an estimated $3.4K.
  • Steward Partners Investment Advisory first reported a position in JBG SMITH in Q2 2019 and held it in 23 quarters.
  • Steward Partners Investment Advisory's JBG SMITH position peaked at $285K in Q1 2021.
  • 217 funds tracked by Wall St. Rank held JBG SMITH as of Q2 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2025, filed 12 Aug 2025.