STA
JBGS

Summit Trail Advisors’s JBG SMITH JBGS Stock Holding History

Summit Trail 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
2026
Q2 		$1.41M Buy
96,218
+31,681
+49% +$469K 0.02% 831
2026
Q1 		$943K Buy
64,537
+17,220
+36% +$275K 0.01% 960
2025
Q4 		$808K Buy
47,317
+14,698
+45% +$278K 0.01% 912
2025
Q3 		$726K Buy
32,619
+6,978
+27% +$144K 0.01% 971
2025
Q2 		$444K Buy
+25,641
New +$417K 0.01% 776
2018
Q1 		– Sell
-112
Closed -$4K – 1071
2017
Q4 		$4K Buy
+112
New +$3.7K ﹤0.01% 1471

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

Summit Trail Advisors's JBGS Position: Q2 2026 in Review

Summit Trail Advisors increased its JBG SMITH (JBGS) stake by 49% in Q2 2026, buying an estimated $469K and bringing the position to 96,218 shares worth $1.41M. The position accounts for 0.02% of the portfolio, ranked #831.

Summit Trail Advisors first reported a position in JBGS in Q4 2017 and has held it in 6 quarters since. 207 funds tracked by Wall St. Rank hold JBGS as of Q2 2026.

  • Summit Trail Advisors held 96,218 shares of JBG SMITH worth $1.41M as of Q2 2026.
  • Summit Trail Advisors bought 31,681 JBG SMITH shares in Q2 2026, an estimated $469K.
  • JBG SMITH made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #831 holding.
  • Summit Trail Advisors first reported a position in JBG SMITH in Q4 2017 and has held it in 6 quarters since.
  • 207 funds tracked by Wall St. Rank held JBG SMITH as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.