CFM
CBL

Compass Financial Management’s CBL Properties CBL Stock Holding History

Compass Financial Management’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

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

Compass Financial Management's CBL Position: Q2 2026 in Review

Compass Financial Management 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.

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

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

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.