Creative Planning
CBL

Creative Planning’s CBL Properties CBL Stock Holding History

Creative Planning’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 		$657K Buy
12,376
+990
+9% +$45.8K ﹤0.01% 2975
2026
Q1 		$438K Sell
11,386
-290
-2% -$10.8K ﹤0.01% 3129
2025
Q4 		$432K Buy
11,676
+2,156
+23% +$70.4K ﹤0.01% 2963
2025
Q3 		$291K Buy
+9,520
New +$277K ﹤0.01% 3173

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

Creative Planning's CBL Position: Q2 2026 in Review

Creative Planning increased its CBL Properties (CBL) stake by 8.7% in Q2 2026, buying an estimated $45.8K and bringing the position to 12,376 shares worth $657K. The position accounts for ﹤0.01% of the portfolio, ranked #2975.

Creative Planning first reported a position in CBL in Q3 2025 and has held it in 4 quarters since. 228 funds tracked by Wall St. Rank hold CBL as of Q2 2026.

  • Creative Planning held 12,376 shares of CBL Properties worth $657K as of Q2 2026.
  • Creative Planning bought 990 CBL Properties shares in Q2 2026, an estimated $45.8K.
  • CBL Properties made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2975 holding.
  • Creative Planning first reported a position in CBL Properties in Q3 2025 and has held it in 4 quarters since.
  • 228 funds tracked by Wall St. Rank held CBL Properties as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.