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BOLTON SECURITIES CORPORATION’s JBG SMITH JBGS Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		– Sell
-200
Closed -$2.93K – 2298
2026
Q2 		$2.93K Hold
200
– – ﹤0.01% 2035
2026
Q1 		$2.92K Buy
+200
New +$3.19K ﹤0.01% 1845
2025
Q3 		$4.45K Buy
+200
New +$4.12K ﹤0.01% 1726

Other funds holding JBGS

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.63B AUM 11.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Marnell Management
Marnell Management Farmington Hills, Michigan $279M AUM 37.35% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's JBGS Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION sold out of JBG SMITH (JBGS) in Q3 2026, closing a stake of 200 shares — an estimated $2.93K sold.

BOLTON SECURITIES CORPORATION first reported a position in JBGS in Q3 2025 and held it in 3 quarters. The position peaked at $4.45K in Q3 2025. 125 funds tracked by Wall St. Rank hold JBGS as of Q3 2026.

  • BOLTON SECURITIES CORPORATION reported no remaining JBG SMITH position as of Q3 2026 after selling out during the quarter.
  • BOLTON SECURITIES CORPORATION sold 200 JBG SMITH shares in Q3 2026, an estimated $2.93K.
  • BOLTON SECURITIES CORPORATION first reported a position in JBG SMITH in Q3 2025 and held it in 3 quarters.
  • BOLTON SECURITIES CORPORATION's JBG SMITH position peaked at $4.45K in Q3 2025.
  • 125 funds tracked by Wall St. Rank held JBG SMITH as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.