CFML
CBL

COMPASS FINANCIAL MANAGEMENT LLC’s CBL Properties CBL Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$423K Buy
+7,485
New +$347K 0.05% 296

Other funds holding CBL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's CBL Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in CBL Properties (CBL) in Q2 2026: 7,485 shares worth $423K. The stake represents 0.05% of the portfolio and ranks #296 among its holdings.

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

  • COMPASS FINANCIAL MANAGEMENT LLC held 7,485 shares of CBL Properties worth $423K as of Q2 2026.
  • CBL Properties was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • CBL Properties made up 0.05% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #296 holding.
  • 118 funds tracked by Wall St. Rank held CBL Properties as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.