WTC
JBGS

WhitTier Trust Company’s JBG SMITH JBGS Stock Holding History

WhitTier Trust Company’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
-25,750
Closed -$365K – 1447
2026
Q1 		$365K Hold
25,750
– – 0.01% 415
2025
Q4 		$440K Hold
25,750
– – 0.01% 375
2025
Q3 		$555K Hold
25,750
– – 0.01% 344
2025
Q2 		$445K Hold
25,750
– – 0.01% 407
2025
Q1 		$415K Buy
+25,750
New +$392K 0.01% 417

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

WhitTier Trust Company's JBGS Position: Q2 2026 in Review

WhitTier Trust Company sold out of JBG SMITH (JBGS) in Q2 2026, closing a stake of 25,750 shares — an estimated $365K sold.

WhitTier Trust Company first reported a position in JBGS in Q1 2025 and held it in 5 quarters. The position peaked at $555K in Q3 2025. 206 funds tracked by Wall St. Rank hold JBGS as of Q2 2026.

  • WhitTier Trust Company reported no remaining JBG SMITH position as of Q2 2026 after selling out during the quarter.
  • WhitTier Trust Company sold 25,750 JBG SMITH shares in Q2 2026, an estimated $365K.
  • WhitTier Trust Company first reported a position in JBG SMITH in Q1 2025 and held it in 5 quarters.
  • WhitTier Trust Company's JBG SMITH position peaked at $555K in Q3 2025.
  • 206 funds tracked by Wall St. Rank held JBG SMITH as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.