SW
JBGS

SVB Wealth’s JBG SMITH JBGS Stock Holding History

SVB Wealth’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
-169
Closed -$2.72K – 1062
2025
Q1 		$2.72K Buy
+169
New +$2.57K ﹤0.01% 1163

Other funds holding JBGS

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

SVB Wealth's JBGS Position: Q2 2025 in Review

SVB Wealth sold out of JBG SMITH (JBGS) in Q2 2025, closing a stake of 169 shares — an estimated $2.72K sold.

SVB Wealth first reported a position in JBGS in Q1 2025 and held it in 1 quarter. The position peaked at $2.72K in Q1 2025. 217 funds tracked by Wall St. Rank hold JBGS as of Q2 2025.

  • SVB Wealth reported no remaining JBG SMITH position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 169 JBG SMITH shares in Q2 2025, an estimated $2.72K.
  • SVB Wealth first reported a position in JBG SMITH in Q1 2025 and held it in 1 quarter.
  • SVB Wealth's JBG SMITH position peaked at $2.72K in Q1 2025.
  • 217 funds tracked by Wall St. Rank held JBG SMITH as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.