Wealthspire Advisors (New York)’s JBG SMITH JBGS Stock Holding History

Wealthspire Advisors (New York)’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
2025 Q4	–	Sell	-1,109	Closed	-$24.7K	–	1978
2025 Q3	$24.7K	Buy	+1,109	New	+$22.8K	﹤0.01%	1564
2023 Q3	–	Sell	-23,098	Closed	-$347K	–	608
2023 Q2	$347K	Buy	+23,098	New	+$337K	0.01%	438
2022 Q2	–	Sell	-7,606	Closed	-$222K	–	509
2022 Q1	$222K	Sell	7,606 -39	-0.5%	-$1.1K	0.01%	400
2021 Q4	$219K	Buy	7,645 +129	+2%	+$3.78K	﹤0.01%	498
2021 Q3	$223K	Sell	7,516 -9,878	-57%	-$305K	﹤0.01%	523
2021 Q2	$548K	Buy	17,394 +6,410	+58%	+$209K	0.01%	216
2021 Q1	$349K	Sell	10,984 -5,901	-35%	-$187K	0.01%	508
2020 Q4	$528K	Buy	+16,885	New	+$487K	0.02%	296

Other funds holding JBGS

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PMG

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

Wealthspire Advisors (New York)'s JBGS Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of JBG SMITH (JBGS) in Q4 2025, closing a stake of 1,109 shares — an estimated $24.7K sold.

Wealthspire Advisors (New York) first reported a position in JBGS in Q4 2020 and held it in 8 quarters. The position peaked at $548K in Q2 2021. 216 funds tracked by Wall St. Rank hold JBGS as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining JBG SMITH position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 1,109 JBG SMITH shares in Q4 2025, an estimated $24.7K.
Wealthspire Advisors (New York) first reported a position in JBG SMITH in Q4 2020 and held it in 8 quarters.
Wealthspire Advisors (New York)'s JBG SMITH position peaked at $548K in Q2 2021.
216 funds tracked by Wall St. Rank held JBG SMITH as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.