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
Q2 		– Sell
-209
Closed -$3.05K – 1229
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Twin Peaks Wealth Advisors's JBGS Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of JBG SMITH (JBGS) in Q2 2026, closing a stake of 209 shares — an estimated $3.05K sold.

Twin Peaks Wealth Advisors first reported a position in JBGS in Q2 2025 and held it in 2 quarters. The position peaked at $4.72K in Q2 2025. 206 funds tracked by Wall St. Rank hold JBGS as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining JBG SMITH position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 209 JBG SMITH shares in Q2 2026, an estimated $3.05K.
  • Twin Peaks Wealth Advisors first reported a position in JBG SMITH in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's JBG SMITH position peaked at $4.72K in Q2 2025.
  • 206 funds tracked by Wall St. Rank held JBG SMITH as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.