TPWA
JBGS

Twin Peaks Wealth Advisors’s JBG SMITH JBGS Stock Holding History

Twin Peaks Wealth 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 		$3.05K Buy
+209
New +$3.33K ﹤0.01% 1568
2025
Q3 		– Sell
-237
Closed -$4.72K – 1163
2025
Q2 		$4.72K Buy
+237
New +$3.86K ﹤0.01% 1332

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

Twin Peaks Wealth Advisors's JBGS Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in JBG SMITH (JBGS) in Q1 2026: 209 shares worth $3.05K. The stake represents ﹤0.01% of the portfolio and ranks #1568 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in JBGS as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in JBGS in Q2 2025 and has held it in 2 quarters since. The position peaked at $4.72K in Q2 2025. 217 funds tracked by Wall St. Rank hold JBGS as of Q1 2026.

  • Twin Peaks Wealth Advisors held 209 shares of JBG SMITH worth $3.05K as of Q1 2026.
  • JBG SMITH was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • JBG SMITH made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1568 holding.
  • Twin Peaks Wealth Advisors first reported a position in JBG SMITH in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's JBG SMITH position peaked at $4.72K in Q2 2025.
  • 217 funds tracked by Wall St. Rank held JBG SMITH as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.