AssetMark Inc’s CBL Properties CBL Stock Holding History

AssetMark Inc’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	$1.38K	Hold	26	–	–	﹤0.01%	3079
2026 Q1	$999	Buy	+26	New	+$964	﹤0.01%	3034

Other funds holding CBL

CCA

Canyon Capital Advisors Dallas, Texas $882M AUM 62.77% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

AssetMark Inc's CBL Position: Q2 2026 in Review

AssetMark Inc held its CBL Properties (CBL) position steady in Q2 2026 at 26 shares worth $1.38K. The position accounts for ﹤0.01% of the portfolio, ranked #3079.

AssetMark Inc first reported a position in CBL in Q1 2026 and has held it in 2 quarters since. 228 funds tracked by Wall St. Rank hold CBL as of Q2 2026.

AssetMark Inc held 26 shares of CBL Properties worth $1.38K as of Q2 2026.
AssetMark Inc left its CBL Properties share count unchanged in Q2 2026.
CBL Properties made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #3079 holding.
AssetMark Inc first reported a position in CBL Properties in Q1 2026 and has held it in 2 quarters since.
228 funds tracked by Wall St. Rank held CBL Properties as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.