IWC
CBL

Integrated Wealth Concepts’s CBL Properties CBL Stock Holding History

Integrated Wealth Concepts’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 		$142K Buy
+2,676
New +$124K ﹤0.01% 2562

Other funds holding CBL

CCA
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 $3.37T AUM 44.26% 1-Year Est. Return
TCA
Taconic Capital Advisors New York $212M AUM 100.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 $55.1B AUM 45.38% 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

Integrated Wealth Concepts's CBL Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in CBL Properties (CBL) in Q2 2026: 2,676 shares worth $142K. The stake represents ﹤0.01% of the portfolio and ranks #2562 among its holdings.

228 funds tracked by Wall St. Rank hold CBL as of Q2 2026.

  • Integrated Wealth Concepts held 2,676 shares of CBL Properties worth $142K as of Q2 2026.
  • CBL Properties was a new Integrated Wealth Concepts position in Q2 2026.
  • CBL Properties made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2562 holding.
  • 228 funds tracked by Wall St. Rank held CBL Properties as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.