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
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 $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

Summit Trail Advisors's JBGS Position: Q1 2026 in Review

Summit Trail Advisors increased its JBG SMITH (JBGS) stake by 36% in Q1 2026, buying an estimated $275K and bringing the position to 64,537 shares worth $943K. The position accounts for 0.01% of the portfolio, ranked #960.

Summit Trail Advisors first reported a position in JBGS in Q4 2017 and has held it in 5 quarters since. 217 funds tracked by Wall St. Rank hold JBGS as of Q1 2026.

  • Summit Trail Advisors held 64,537 shares of JBG SMITH worth $943K as of Q1 2026.
  • Summit Trail Advisors bought 17,220 JBG SMITH shares in Q1 2026, an estimated $275K.
  • JBG SMITH made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #960 holding.
  • Summit Trail Advisors first reported a position in JBG SMITH in Q4 2017 and has held it in 5 quarters since.
  • 217 funds tracked by Wall St. Rank held JBG SMITH as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.