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BFC Planning, Inc.’s CBL Properties CBL Stock Holding History

BFC Planning, 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 		$7.56K Sell
142
-2,276
-94% -$105K ﹤0.01% 2503
2026
Q1 		$92.9K Buy
2,418
+28
+1% +$1.04K ﹤0.01% 1136
2025
Q4 		$88.4K Buy
2,390
+28
+1% +$914 ﹤0.01% 1158
2025
Q3 		$72.2K Buy
2,362
+34
+1% +$990 0.01% 1037
2025
Q2 		$59.1K Buy
2,328
+34
+1% +$838 ﹤0.01% 1059
2025
Q1 		$61K Buy
2,294
+95
+4% +$2.79K 0.01% 1032
2024
Q4 		$64.7K Buy
+2,199
New +$62.3K 0.01% 1016

Other funds holding CBL

Canyon Capital Advisors
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 $3.38T AUM 44.17% 1-Year Est. Return
Taconic Capital Advisors
Taconic Capital Advisors New York $212M AUM 100.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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 $54.1B AUM 39.29% 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

BFC Planning, Inc.'s CBL Position: Q2 2026 in Review

BFC Planning, Inc. reduced its CBL Properties (CBL) stake by 94% in Q2 2026, selling an estimated $105K and leaving 142 shares worth $7.56K. The position accounts for ﹤0.01% of the portfolio, ranked #2503.

BFC Planning, Inc. first reported a position in CBL in Q4 2024 and has held it in 7 quarters since. The position peaked at $92.9K in Q1 2026. 229 funds tracked by Wall St. Rank hold CBL as of Q2 2026.

  • BFC Planning, Inc. held 142 shares of CBL Properties worth $7.56K as of Q2 2026.
  • BFC Planning, Inc. sold 2,276 CBL Properties shares in Q2 2026, an estimated $105K.
  • CBL Properties made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2503 holding.
  • BFC Planning, Inc. first reported a position in CBL Properties in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s CBL Properties position peaked at $92.9K in Q1 2026.
  • 229 funds tracked by Wall St. Rank held CBL Properties as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.