VNA
CJMB

Valley National Advisers’s Callan JMB Inc CJMB Stock Holding History

Valley National Advisers’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
2025
Q4 		– Sell
-2,000
Closed -$9K – 955
2025
Q3 		$9K Sell
2,000
-250
-11% -$1.24K ﹤0.01% 597
2025
Q2 		$11K Buy
+2,250
New +$10.6K ﹤0.01% 547

Other funds holding CJMB

BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $933M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Valley National Advisers's CJMB Position: Q4 2025 in Review

Valley National Advisers sold out of Callan JMB Inc (CJMB) in Q4 2025, closing a stake of 2,000 shares — an estimated $9K sold.

Valley National Advisers first reported a position in CJMB in Q2 2025 and held it in 2 quarters. The position peaked at $11K in Q2 2025. 12 funds tracked by Wall St. Rank hold CJMB as of Q4 2025.

  • Valley National Advisers reported no remaining Callan JMB Inc position as of Q4 2025 after selling out during the quarter.
  • Valley National Advisers sold 2,000 Callan JMB Inc shares in Q4 2025, an estimated $9K.
  • Valley National Advisers first reported a position in Callan JMB Inc in Q2 2025 and held it in 2 quarters.
  • Valley National Advisers's Callan JMB Inc position peaked at $11K in Q2 2025.
  • 12 funds tracked by Wall St. Rank held Callan JMB Inc as of Q4 2025.

Based on Valley National Advisers's 13F filing for Q4 2025, filed 23 Jan 2026.