HHM Wealth Advisors’s CBL Properties CBL Stock Holding History

HHM 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	$9.29K	Hold	175	–	–	﹤0.01%	642
2026 Q1	$6.73K	Hold	175	–	–	﹤0.01%	690
2025 Q4	$6.47K	Hold	175	–	–	﹤0.01%	672
2025 Q3	$5.35K	Hold	175	–	–	﹤0.01%	715
2025 Q2	$4.44K	Hold	175	–	–	﹤0.01%	701
2025 Q1	$4.65K	Sell	175 -4	-2%	-$118	﹤0.01%	675
2024 Q4	$5.26K	Sell	179 -82	-31%	-$2.32K	﹤0.01%	678
2024 Q3	$6.58K	Hold	261	–	–	﹤0.01%	627
2024 Q2	$6.1K	Hold	261	–	–	﹤0.01%	610
2024 Q1	$5.98K	Hold	261	–	–	﹤0.01%	604
2023 Q4	$6.37K	Sell	261 -81	-24%	-$1.81K	﹤0.01%	604
2023 Q3	$7.18K	Hold	342	–	–	﹤0.01%	569
2023 Q2	$7.54K	Hold	342	–	–	﹤0.01%	586
2023 Q1	$8.77K	Sell	342 -9	-3%	-$230	﹤0.01%	546
2022 Q4	$8.1K	Sell	351 -20	-5%	-$539	﹤0.01%	477
2022 Q3	$10K	Sell	371 -1,229	-77%	-$35.1K	﹤0.01%	433
2022 Q2	$38K	Sell	1,600 -220	-12%	-$6.15K	0.01%	316
2022 Q1	$60K	Sell	1,820 -3	-0.2%	-$87	0.01%	278
2021 Q4	$57K	Buy	+1,823	New	+$55.1K	0.01%	287

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

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

HHM Wealth Advisors held its CBL Properties (CBL) position steady in Q2 2026 at 175 shares worth $9.29K. The position accounts for ﹤0.01% of the portfolio, ranked #642.

HHM Wealth Advisors first reported a position in CBL in Q4 2021 and has held it in 19 quarters since. The position peaked at $60K in Q1 2022. 228 funds tracked by Wall St. Rank hold CBL as of Q2 2026.

HHM Wealth Advisors held 175 shares of CBL Properties worth $9.29K as of Q2 2026.
HHM Wealth Advisors left its CBL Properties share count unchanged in Q2 2026.
CBL Properties made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #642 holding.
HHM Wealth Advisors first reported a position in CBL Properties in Q4 2021 and has held it in 19 quarters since.
HHM Wealth Advisors's CBL Properties position peaked at $60K in Q1 2022.
228 funds tracked by Wall St. Rank held CBL Properties as of Q2 2026.

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