AFC
CBL

Avise Financial Cooperative’s CBL Properties CBL Stock Holding History

Avise Financial Cooperative’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 		$824K Sell
15,514
-5,035
-25% -$233K 0.58% 38
2026
Q1 		$790K Buy
20,549
+420
+2% +$15.6K 0.65% 32
2025
Q4 		$745K Buy
+20,129
New +$657K 0.67% 33

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

Avise Financial Cooperative's CBL Position: Q2 2026 in Review

Avise Financial Cooperative reduced its CBL Properties (CBL) stake by 25% in Q2 2026, selling an estimated $233K and leaving 15,514 shares worth $824K. The position accounts for 0.58% of the portfolio, ranked #38.

Avise Financial Cooperative first reported a position in CBL in Q4 2025 and has held it in 3 quarters since. 225 funds tracked by Wall St. Rank hold CBL as of Q2 2026.

  • Avise Financial Cooperative held 15,514 shares of CBL Properties worth $824K as of Q2 2026.
  • Avise Financial Cooperative sold 5,035 CBL Properties shares in Q2 2026, an estimated $233K.
  • CBL Properties made up 0.58% of Avise Financial Cooperative's portfolio in Q2 2026, its #38 holding.
  • Avise Financial Cooperative first reported a position in CBL Properties in Q4 2025 and has held it in 3 quarters since.
  • 225 funds tracked by Wall St. Rank held CBL Properties as of Q2 2026.

Based on Avise Financial Cooperative's 13F filing for Q2 2026, filed 6 Aug 2026.