Citigroup’s Callan JMB Inc CJMB Stock Holding History

Citigroup’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 Q3	–	Sell	-13,423	Closed	-$10.8K	–	6370
2026 Q2	$10.8K	Buy	+13,423	New	+$12.8K	﹤0.01%	5234

Other funds holding CJMB

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Valley National Advisers Bethlehem, Pennsylvania $909M AUM 22.39% 1-Year Est. Return

Citigroup's CJMB Position: Q3 2026 in Review

Citigroup sold out of Callan JMB Inc (CJMB) in Q3 2026, closing a stake of 13,423 shares — an estimated $10.8K sold.

Citigroup first reported a position in CJMB in Q2 2026 and held it in 1 quarter. The position peaked at $10.8K in Q2 2026. 5 funds tracked by Wall St. Rank hold CJMB as of Q3 2026.

Citigroup reported no remaining Callan JMB Inc position as of Q3 2026 after selling out during the quarter.
Citigroup sold 13,423 Callan JMB Inc shares in Q3 2026, an estimated $10.8K.
Citigroup first reported a position in Callan JMB Inc in Q2 2026 and held it in 1 quarter.
Citigroup's Callan JMB Inc position peaked at $10.8K in Q2 2026.
5 funds tracked by Wall St. Rank held Callan JMB Inc as of Q3 2026.

Based on Citigroup's 13F filing for Q3 2026, filed 4 Nov 2026.