Financial Plan Inc’s Callan JMB Inc CJMB Stock Holding History

Financial Plan Inc’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	–	Sell	-21,114	Closed	-$23.4K	–	104
2025 Q4	$23.4K	Buy	+21,114	New	+$65.6K	﹤0.01%	89

Other funds holding CJMB

QCM

Qsemble Capital Management New York $781M AUM 15.27% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

Financial Plan Inc's CJMB Position: Q1 2026 in Review

Financial Plan Inc sold out of Callan JMB Inc (CJMB) in Q1 2026, closing a stake of 21,114 shares — an estimated $23.4K sold.

Financial Plan Inc first reported a position in CJMB in Q4 2025 and held it in 1 quarter. The position peaked at $23.4K in Q4 2025. 12 funds tracked by Wall St. Rank hold CJMB as of Q1 2026.

Financial Plan Inc reported no remaining Callan JMB Inc position as of Q1 2026 after selling out during the quarter.
Financial Plan Inc sold 21,114 Callan JMB Inc shares in Q1 2026, an estimated $23.4K.
Financial Plan Inc first reported a position in Callan JMB Inc in Q4 2025 and held it in 1 quarter.
Financial Plan Inc's Callan JMB Inc position peaked at $23.4K in Q4 2025.
12 funds tracked by Wall St. Rank held Callan JMB Inc as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.