EverSource Wealth Advisors’s CBL Properties CBL Stock Holding History

EverSource Wealth 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	$40.1K	Buy	755 +92	+14%	+$4.26K	﹤0.01%	1921
2026 Q1	$25.5K	Buy	663 +42	+7%	+$1.56K	﹤0.01%	2359
2025 Q4	$23K	Buy	621 +81	+15%	+$2.64K	﹤0.01%	2296
2025 Q3	$16.5K	Buy	540 +205	+61%	+$5.97K	﹤0.01%	2497
2025 Q2	$8.51K	Buy	+335	New	+$8.26K	﹤0.01%	2911
2025 Q1	–	Sell	-8	Closed	-$235	–	4046
2024 Q4	$235	Buy	+8	New	+$227	﹤0.01%	3403
2023 Q3	–	Sell	-45	Closed	-$992	–	2527
2023 Q2	$992	Sell	45 -19	-30%	-$445	﹤0.01%	2233
2023 Q1	$1.64K	Buy	+64	New	+$1.64K	﹤0.01%	1997

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

EverSource Wealth Advisors's CBL Position: Q2 2026 in Review

EverSource Wealth Advisors increased its CBL Properties (CBL) stake by 14% in Q2 2026, buying an estimated $4.26K and bringing the position to 755 shares worth $40.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1921.

EverSource Wealth Advisors first reported a position in CBL in Q1 2023 and has held it in 8 quarters since. 228 funds tracked by Wall St. Rank hold CBL as of Q2 2026.

EverSource Wealth Advisors held 755 shares of CBL Properties worth $40.1K as of Q2 2026.
EverSource Wealth Advisors bought 92 CBL Properties shares in Q2 2026, an estimated $4.26K.
CBL Properties made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1921 holding.
EverSource Wealth Advisors first reported a position in CBL Properties in Q1 2023 and has held it in 8 quarters since.
228 funds tracked by Wall St. Rank held CBL Properties as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.