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
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 $147B AUM 18.73% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 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's CJMB Position: Q1 2026 in Review

UBS Group opened a new position in Callan JMB Inc (CJMB) in Q1 2026: 1,634 shares worth $2.04K. The stake represents ﹤0.01% of the portfolio and ranks #9373 among its holdings. This is a return to the name: UBS Group previously reported a position in CJMB as recently as Q3 2025.

UBS Group first reported a position in CJMB in Q2 2025 and has held it in 3 quarters since. The position peaked at $141K in Q2 2025. 12 funds tracked by Wall St. Rank hold CJMB as of Q1 2026.

  • UBS Group held 1,634 shares of Callan JMB Inc worth $2.04K as of Q1 2026.
  • Callan JMB Inc was a new UBS Group position in Q1 2026.
  • Callan JMB Inc made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #9373 holding.
  • UBS Group first reported a position in Callan JMB Inc in Q2 2025 and has held it in 3 quarters since.
  • UBS Group's Callan JMB Inc position peaked at $141K in Q2 2025.
  • 12 funds tracked by Wall St. Rank held Callan JMB Inc as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.