AF
CBL

Allworth Financial’s CBL Properties CBL Stock Holding History

Allworth Financial’s Portfolio CBL Stock Details CBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$46.7K Buy
879
+235
+36% +$10.9K ﹤0.01% 2551
2026
Q1 		$24.7K Buy
644
+111
+21% +$4.12K ﹤0.01% 2835
2025
Q4 		$19.7K Buy
533
+38
+8% +$1.24K ﹤0.01% 2841
2025
Q3 		$15.1K Buy
495
+273
+123% +$7.95K ﹤0.01% 2879
2025
Q2 		$5.64K Buy
222
+180
+429% +$4.44K ﹤0.01% 3199
2025
Q1 		$1K Hold
42
– – ﹤0.01% 3465
2024
Q4 		$1.18K Hold
42
– – ﹤0.01% 3342
2024
Q3 		$1.06K Hold
42
– – ﹤0.01% 3197
2024
Q2 		$1.08K Sell
42
-682
-94% -$15.1K ﹤0.01% 3135
2024
Q1 		$16.6K Buy
724
+691
+2,094% +$16.3K ﹤0.01% 1878
2023
Q4 		$806 Buy
+33
New +$737 ﹤0.01% 3024

Other funds holding CBL

CCA
Canyon Capital Advisors Dallas, Texas $882M AUM 62.77% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCA
Taconic Capital Advisors New York $212M AUM 100.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Allworth Financial's CBL Position: Q2 2026 in Review

Allworth Financial increased its CBL Properties (CBL) stake by 36% in Q2 2026, buying an estimated $10.9K and bringing the position to 879 shares worth $46.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2551.

Allworth Financial first reported a position in CBL in Q4 2023 and has held it in 11 quarters since. 228 funds tracked by Wall St. Rank hold CBL as of Q2 2026.

  • Allworth Financial held 879 shares of CBL Properties worth $46.7K as of Q2 2026.
  • Allworth Financial bought 235 CBL Properties shares in Q2 2026, an estimated $10.9K.
  • CBL Properties made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2551 holding.
  • Allworth Financial first reported a position in CBL Properties in Q4 2023 and has held it in 11 quarters since.
  • 228 funds tracked by Wall St. Rank held CBL Properties as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.