West Branch Capital’s JBG SMITH JBGS Stock Holding History

West Branch Capital’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	-47	Closed	-$800	–	409
2025 Q4	$800	Hold	47	–	–	﹤0.01%	360
2025 Q3	$1.05K	Hold	47	–	–	﹤0.01%	377
2025 Q2	$814	Hold	47	–	–	﹤0.01%	404
2025 Q1	$758	Hold	47	–	–	﹤0.01%	425
2024 Q4	$723	Hold	47	–	–	﹤0.01%	412
2024 Q3	$822	Hold	47	–	–	﹤0.01%	395
2024 Q2	$716	Sell	47 -817	-95%	-$12.1K	﹤0.01%	398
2024 Q1	$13.9K	Hold	864	–	–	0.01%	253
2023 Q4	$14.7K	Hold	864	–	–	0.01%	253
2023 Q3	$12.5K	Hold	864	–	–	0.01%	260
2023 Q2	$13K	Hold	864	–	–	0.01%	262
2023 Q1	$13K	Hold	864	–	–	0.01%	267
2022 Q4	$16.4K	Hold	864	–	–	0.01%	243
2022 Q3	$16K	Hold	864	–	–	0.01%	245
2022 Q2	$20K	Hold	864	–	–	0.01%	228
2022 Q1	$25K	Hold	864	–	–	0.01%	228
2021 Q4	$25K	Hold	864	–	–	0.01%	247
2021 Q3	$26K	Hold	864	–	–	0.01%	230
2021 Q2	$27K	Buy	+864	New	+$28.2K	0.01%	239

Other funds holding JBGS

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

West Branch Capital's JBGS Position: Q1 2026 in Review

West Branch Capital sold out of JBG SMITH (JBGS) in Q1 2026, closing a stake of 47 shares — an estimated $800 sold.

West Branch Capital first reported a position in JBGS in Q2 2021 and held it in 19 quarters. The position peaked at $27K in Q2 2021. 217 funds tracked by Wall St. Rank hold JBGS as of Q1 2026.

West Branch Capital reported no remaining JBG SMITH position as of Q1 2026 after selling out during the quarter.
West Branch Capital sold 47 JBG SMITH shares in Q1 2026, an estimated $800.
West Branch Capital first reported a position in JBG SMITH in Q2 2021 and held it in 19 quarters.
West Branch Capital's JBG SMITH position peaked at $27K in Q2 2021.
217 funds tracked by Wall St. Rank held JBG SMITH as of Q1 2026.

Based on West Branch Capital's 13F filing for Q1 2026, filed 14 Apr 2026.