BA
CJMB

Bard Associates’s Callan JMB Inc CJMB Stock Holding History

Bard Associates’s Portfolio CJMB Stock Details CJMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$307K Sell
245,482
-34,164
-12% -$61.9K 0.08% 106
2025
Q4 		$310K Sell
279,646
-114,989
-29% -$357K 0.08% 109
2025
Q3 		$1.93M Sell
394,635
-400
-0.1% -$1.98K 0.51% 61
2025
Q2 		$2.02M Sell
395,035
-21,100
-5% -$99.7K 0.65% 54
2025
Q1 		$1.87M Buy
+416,135
New +$1.98M 0.7% 51

Other funds holding CJMB

QCM
Qsemble Capital Management New York $781M AUM 15.27% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bard Associates's CJMB Position: Q1 2026 in Review

Bard Associates reduced its Callan JMB Inc (CJMB) stake by 12% in Q1 2026, selling an estimated $61.9K and leaving 245,482 shares worth $307K. The position accounts for 0.08% of the portfolio, ranked #106.

Bard Associates first reported a position in CJMB in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.02M in Q2 2025. 12 funds tracked by Wall St. Rank hold CJMB as of Q1 2026.

  • Bard Associates held 245,482 shares of Callan JMB Inc worth $307K as of Q1 2026.
  • Bard Associates sold 34,164 Callan JMB Inc shares in Q1 2026, an estimated $61.9K.
  • Callan JMB Inc made up 0.08% of Bard Associates's portfolio in Q1 2026, its #106 holding.
  • Bard Associates first reported a position in Callan JMB Inc in Q1 2025 and has held it in 5 quarters since.
  • Bard Associates's Callan JMB Inc position peaked at $2.02M in Q2 2025.
  • 12 funds tracked by Wall St. Rank held Callan JMB Inc as of Q1 2026.

Based on Bard Associates's 13F filing for Q1 2026, filed 8 May 2026.