Turning Point Benefit Group’s JBG SMITH JBGS Stock Holding History

Turning Point Benefit Group’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	–	Sell	-15	Closed	-$255	–	454
2025 Q4	$255	Hold	15	–	–	﹤0.01%	736
2025 Q3	$330	Buy	+15	New	+$309	﹤0.01%	567

Other funds holding JBGS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Turning Point Benefit Group's JBGS Position: Q1 2026 in Review

Turning Point Benefit Group sold out of JBG SMITH (JBGS) in Q1 2026, closing a stake of 15 shares — an estimated $255 sold.

Turning Point Benefit Group first reported a position in JBGS in Q3 2025 and held it in 2 quarters. The position peaked at $330 in Q3 2025. 218 funds tracked by Wall St. Rank hold JBGS as of Q1 2026.

Turning Point Benefit Group reported no remaining JBG SMITH position as of Q1 2026 after selling out during the quarter.
Turning Point Benefit Group sold 15 JBG SMITH shares in Q1 2026, an estimated $255.
Turning Point Benefit Group first reported a position in JBG SMITH in Q3 2025 and held it in 2 quarters.
Turning Point Benefit Group's JBG SMITH position peaked at $330 in Q3 2025.
218 funds tracked by Wall St. Rank held JBG SMITH as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.