WSFS
JBGS

Wilmington Savings Fund Society’s JBG SMITH JBGS Stock Holding History

Wilmington Savings Fund Society’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
Q3 		– Sell
-751
Closed -$13K – 1727
2025
Q2 		$13K Sell
751
-23
-3% -$374 ﹤0.01% 1564
2025
Q1 		$12.5K Buy
774
+752
+3,418% +$11.4K ﹤0.01% 1586
2024
Q4 		$338 Hold
22
– – ﹤0.01% 2052
2024
Q3 		$385 Buy
+22
New +$373 ﹤0.01% 2023

Other funds holding JBGS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wilmington Savings Fund Society's JBGS Position: Q3 2025 in Review

Wilmington Savings Fund Society sold out of JBG SMITH (JBGS) in Q3 2025, closing a stake of 751 shares — an estimated $13K sold.

Wilmington Savings Fund Society first reported a position in JBGS in Q3 2024 and held it in 4 quarters. The position peaked at $13K in Q2 2025. 224 funds tracked by Wall St. Rank hold JBGS as of Q3 2025.

  • Wilmington Savings Fund Society reported no remaining JBG SMITH position as of Q3 2025 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 751 JBG SMITH shares in Q3 2025, an estimated $13K.
  • Wilmington Savings Fund Society first reported a position in JBG SMITH in Q3 2024 and held it in 4 quarters.
  • Wilmington Savings Fund Society's JBG SMITH position peaked at $13K in Q2 2025.
  • 224 funds tracked by Wall St. Rank held JBG SMITH as of Q3 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q3 2025, filed 28 Oct 2025.