UBS Group
CJMB

UBS Group’s Callan JMB Inc CJMB Stock Holding History

UBS Group’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 		$4.54K Buy
5,643
+4,009
+245% +$3.82K ﹤0.01% 9036
2026
Q1 		$2.04K Buy
+1,634
New +$2.96K ﹤0.01% 9373
2025
Q4 		– Sell
-27,390
Closed -$134K – 11455
2025
Q3 		$134K Sell
27,390
-178
-0.6% -$883 ﹤0.01% 6925
2025
Q2 		$141K Buy
+27,568
New +$130K ﹤0.01% 6965

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
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 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

UBS Group's CJMB Position: Q2 2026 in Review

UBS Group increased its Callan JMB Inc (CJMB) stake by 245% in Q2 2026, buying an estimated $3.82K and bringing the position to 5,643 shares worth $4.54K. The position accounts for ﹤0.01% of the portfolio, ranked #9036.

UBS Group first reported a position in CJMB in Q2 2025 and has held it in 4 quarters since. The position peaked at $141K in Q2 2025. 15 funds tracked by Wall St. Rank hold CJMB as of Q2 2026.

  • UBS Group held 5,643 shares of Callan JMB Inc worth $4.54K as of Q2 2026.
  • UBS Group bought 4,009 Callan JMB Inc shares in Q2 2026, an estimated $3.82K.
  • Callan JMB Inc made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #9036 holding.
  • UBS Group first reported a position in Callan JMB Inc in Q2 2025 and has held it in 4 quarters since.
  • UBS Group's Callan JMB Inc position peaked at $141K in Q2 2025.
  • 15 funds tracked by Wall St. Rank held Callan JMB Inc as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.