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Farther Finance Advisors’s CBL Properties CBL Stock Holding History

Farther Finance 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
Q3 		$399K Sell
7,469
-314
-4% -$17.3K ﹤0.01% 1776
2026
Q2 		$413K Buy
7,783
+7,490
+2,556% +$347K ﹤0.01% 1696
2026
Q1 		$11.5K Buy
293
+18
+7% +$667 ﹤0.01% 4006
2025
Q4 		$10.2K Buy
275
+212
+337% +$6.92K ﹤0.01% 3893
2025
Q3 		$1.93K Buy
63
+50
+385% +$1.46K ﹤0.01% 4152
2025
Q2 		$330 Hold
13
– – ﹤0.01% 4122
2025
Q1 		$352 Sell
13
-10
-43% -$294 ﹤0.01% 3842
2024
Q4 		$676 Hold
23
– – ﹤0.01% 3370
2024
Q3 		$580 Hold
23
– – ﹤0.01% 3396
2024
Q2 		$528 Buy
23
+6
+35% +$133 ﹤0.01% 3273
2024
Q1 		$385 Buy
17
+2
+13% +$47 ﹤0.01% 3095
2023
Q4 		$366 Buy
+15
New +$335 ﹤0.01% 3073

Other funds holding CBL

VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Farther Finance Advisors's CBL Position: Q3 2026 in Review

Farther Finance Advisors reduced its CBL Properties (CBL) stake by 4% in Q3 2026, selling an estimated $17.3K and leaving 7,469 shares worth $399K. The position accounts for ﹤0.01% of the portfolio, ranked #1776.

Farther Finance Advisors first reported a position in CBL in Q4 2023 and has held it in 12 quarters since. The position peaked at $413K in Q2 2026. 5 funds tracked by Wall St. Rank hold CBL as of Q3 2026.

  • Farther Finance Advisors held 7,469 shares of CBL Properties worth $399K as of Q3 2026.
  • Farther Finance Advisors sold 314 CBL Properties shares in Q3 2026, an estimated $17.3K.
  • CBL Properties made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1776 holding.
  • Farther Finance Advisors first reported a position in CBL Properties in Q4 2023 and has held it in 12 quarters since.
  • Farther Finance Advisors's CBL Properties position peaked at $413K in Q2 2026.
  • 5 funds tracked by Wall St. Rank held CBL Properties as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.