Jones Financial Companies
CBL

Jones Financial Companies’s CBL Properties CBL Stock Holding History

Jones Financial Companies’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 		$8.55K Sell
160
-35
-18% -$1.62K ﹤0.01% 3857
2026
Q1 		$7.31K Sell
195
-10
-5% -$371 ﹤0.01% 3698
2025
Q4 		$7.58K Sell
205
-95
-32% -$3.1K ﹤0.01% 3342
2025
Q3 		$9.09K Hold
300
– – ﹤0.01% 3118
2025
Q2 		$7.77K Hold
300
– – ﹤0.01% 2970
2025
Q1 		$7.99K Buy
+300
New +$8.81K ﹤0.01% 2805

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

Jones Financial Companies's CBL Position: Q2 2026 in Review

Jones Financial Companies reduced its CBL Properties (CBL) stake by 18% in Q2 2026, selling an estimated $1.62K and leaving 160 shares worth $8.55K. The position accounts for ﹤0.01% of the portfolio, ranked #3857.

Jones Financial Companies first reported a position in CBL in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.09K in Q3 2025. 228 funds tracked by Wall St. Rank hold CBL as of Q2 2026.

  • Jones Financial Companies held 160 shares of CBL Properties worth $8.55K as of Q2 2026.
  • Jones Financial Companies sold 35 CBL Properties shares in Q2 2026, an estimated $1.62K.
  • CBL Properties made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3857 holding.
  • Jones Financial Companies first reported a position in CBL Properties in Q1 2025 and has held it in 6 quarters since.
  • Jones Financial Companies's CBL Properties position peaked at $9.09K in Q3 2025.
  • 228 funds tracked by Wall St. Rank held CBL Properties as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.