TD Private Client Wealth
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TD Private Client Wealth’s JBG SMITH JBGS Stock Holding History

TD Private Client 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
2026
Q3 		$1.22K Buy
+122
New +$1.54K ﹤0.01% 1477
2020
Q3 		– Sell
-53
Closed -$1.57K – 1137
2020
Q2 		$1.57K Sell
53
-11
-17% -$341 ﹤0.01% 931
2020
Q1 		$2.04K Hold
64
– – ﹤0.01% 875
2019
Q4 		$2.55K Buy
+64
New +$2.53K ﹤0.01% 886

Other funds holding JBGS

Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Vert Asset Management
Vert Asset Management Sausalito, California $338M AUM 6.94% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Symmetry Partners
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return
Commonwealth Financial Services
Commonwealth Financial Services Vienna, West Virginia $559M AUM 17.73% 1-Year Est. Return

TD Private Client Wealth's JBGS Position: Q3 2026 in Review

TD Private Client Wealth opened a new position in JBG SMITH (JBGS) in Q3 2026: 122 shares worth $1.22K. The stake represents ﹤0.01% of the portfolio and ranks #1477 among its holdings. This is a return to the name: TD Private Client Wealth previously reported a position in JBGS as recently as Q2 2020.

TD Private Client Wealth first reported a position in JBGS in Q4 2019 and has held it in 4 quarters since. The position peaked at $2.55K in Q4 2019. 42 funds tracked by Wall St. Rank hold JBGS as of Q3 2026.

  • TD Private Client Wealth held 122 shares of JBG SMITH worth $1.22K as of Q3 2026.
  • JBG SMITH was a new TD Private Client Wealth position in Q3 2026.
  • JBG SMITH made up ﹤0.01% of TD Private Client Wealth's portfolio in Q3 2026, its #1477 holding.
  • TD Private Client Wealth first reported a position in JBG SMITH in Q4 2019 and has held it in 4 quarters since.
  • TD Private Client Wealth's JBG SMITH position peaked at $2.55K in Q4 2019.
  • 42 funds tracked by Wall St. Rank held JBG SMITH as of Q3 2026.

Based on TD Private Client Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.