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 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

AIS

AM Investment Strategies Chattanooga, Tennessee $521M AUM 33.22% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Farther Finance Advisors's CBL Position: Q2 2026 in Review

Farther Finance Advisors increased its CBL Properties (CBL) stake by 2,556% in Q2 2026, buying an estimated $347K and bringing the position to 7,783 shares worth $413K. The position accounts for ﹤0.01% of the portfolio, ranked #1696.

Farther Finance Advisors first reported a position in CBL in Q4 2023 and has held it in 11 quarters since. 17 funds tracked by Wall St. Rank hold CBL as of Q2 2026.

Farther Finance Advisors held 7,783 shares of CBL Properties worth $413K as of Q2 2026.
Farther Finance Advisors bought 7,490 CBL Properties shares in Q2 2026, an estimated $347K.
CBL Properties made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1696 holding.
Farther Finance Advisors first reported a position in CBL Properties in Q4 2023 and has held it in 11 quarters since.
17 funds tracked by Wall St. Rank held CBL Properties as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.