CAPTRUST Financial Advisors’s CBL Properties CBL Stock Holding History

CAPTRUST Financial Advisors’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	$245K	Buy	+4,608	New	+$213K	﹤0.01%	2743

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

CAPTRUST Financial Advisors's CBL Position: Q2 2026 in Review

CAPTRUST Financial Advisors opened a new position in CBL Properties (CBL) in Q2 2026: 4,608 shares worth $245K. The stake represents ﹤0.01% of the portfolio and ranks #2743 among its holdings.

228 funds tracked by Wall St. Rank hold CBL as of Q2 2026.

CAPTRUST Financial Advisors held 4,608 shares of CBL Properties worth $245K as of Q2 2026.
CBL Properties was a new CAPTRUST Financial Advisors position in Q2 2026.
CBL Properties made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2743 holding.
228 funds tracked by Wall St. Rank held CBL Properties as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.