Universal-Beteiligungs- und Servicegesellschaft
JBGS

Universal-Beteiligungs- und Servicegesellschaft’s JBG SMITH JBGS Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$238K Sell
16,197
-11,588
-42% -$171K ﹤0.01% 1989
2026
Q1 		$406K Hold
27,785
– – ﹤0.01% 1780
2025
Q4 		$473K Sell
27,785
-1,712
-6% -$32.4K ﹤0.01% 1724
2025
Q3 		$656K Buy
29,497
+3,460
+13% +$71.2K ﹤0.01% 1684
2025
Q2 		$450K Sell
26,037
-8,365
-24% -$136K ﹤0.01% 1707
2025
Q1 		$554K Buy
+34,402
New +$523K ﹤0.01% 1621

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 $3.38T AUM 44.17% 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

Universal-Beteiligungs- und Servicegesellschaft's JBGS Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its JBG SMITH (JBGS) stake by 42% in Q2 2026, selling an estimated $171K and leaving 16,197 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #1989.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in JBGS in Q1 2025 and has held it in 6 quarters since. The position peaked at $656K in Q3 2025. 207 funds tracked by Wall St. Rank hold JBGS as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 16,197 shares of JBG SMITH worth $238K as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft sold 11,588 JBG SMITH shares in Q2 2026, an estimated $171K.
  • JBG SMITH made up ﹤0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #1989 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in JBG SMITH in Q1 2025 and has held it in 6 quarters since.
  • Universal-Beteiligungs- und Servicegesellschaft's JBG SMITH position peaked at $656K in Q3 2025.
  • 207 funds tracked by Wall St. Rank held JBG SMITH as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.