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
Q2 		$184K Sell
229,250
-16,232
-7% -$15.5K 0.04% 141
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 $171B AUM 24.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $1.05B AUM
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bard Associates's CJMB Position: Q2 2026 in Review

Bard Associates reduced its Callan JMB Inc (CJMB) stake by 6.6% in Q2 2026, selling an estimated $15.5K and leaving 229,250 shares worth $184K. The position accounts for 0.04% of the portfolio, ranked #141.

Bard Associates first reported a position in CJMB in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.02M in Q2 2025. 15 funds tracked by Wall St. Rank hold CJMB as of Q2 2026.

  • Bard Associates held 229,250 shares of Callan JMB Inc worth $184K as of Q2 2026.
  • Bard Associates sold 16,232 Callan JMB Inc shares in Q2 2026, an estimated $15.5K.
  • Callan JMB Inc made up 0.04% of Bard Associates's portfolio in Q2 2026, its #141 holding.
  • Bard Associates first reported a position in Callan JMB Inc in Q1 2025 and has held it in 6 quarters since.
  • Bard Associates's Callan JMB Inc position peaked at $2.02M in Q2 2025.
  • 15 funds tracked by Wall St. Rank held Callan JMB Inc as of Q2 2026.

Based on Bard Associates's 13F filing for Q2 2026, filed 12 Aug 2026.