EI
CBL

Ethic Inc’s CBL Properties CBL Stock Holding History

Ethic Inc’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 		$641K Buy
12,065
+2,808
+30% +$130K 0.01% 854
2026
Q1 		$356K Buy
9,257
+766
+9% +$28.4K 0.01% 983
2025
Q4 		$314K Sell
8,491
-3,947
-32% -$129K ﹤0.01% 986
2025
Q3 		$380K Sell
12,438
-4,199
-25% -$122K 0.01% 924
2025
Q2 		$431K Sell
16,637
-5,004
-23% -$123K 0.01% 865
2025
Q1 		$585K Buy
21,641
+963
+5% +$28.3K 0.01% 739
2024
Q4 		$608K Buy
20,678
+4,086
+25% +$116K 0.01% 738
2024
Q3 		$380K Buy
16,592
+6
+0% +$152 0.01% 831
2024
Q2 		$388K Sell
16,586
-6
-0% -$133 0.01% 832
2024
Q1 		$380K Buy
+16,592
New +$391K 0.01% 830

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

Ethic Inc's CBL Position: Q2 2026 in Review

Ethic Inc increased its CBL Properties (CBL) stake by 30% in Q2 2026, buying an estimated $130K and bringing the position to 12,065 shares worth $641K. The position accounts for 0.01% of the portfolio, ranked #854.

Ethic Inc first reported a position in CBL in Q1 2024 and has held it in 10 quarters since. 227 funds tracked by Wall St. Rank hold CBL as of Q2 2026.

  • Ethic Inc held 12,065 shares of CBL Properties worth $641K as of Q2 2026.
  • Ethic Inc bought 2,808 CBL Properties shares in Q2 2026, an estimated $130K.
  • CBL Properties made up 0.01% of Ethic Inc's portfolio in Q2 2026, its #854 holding.
  • Ethic Inc first reported a position in CBL Properties in Q1 2024 and has held it in 10 quarters since.
  • 227 funds tracked by Wall St. Rank held CBL Properties as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.