Larson Financial Group’s CBL Properties CBL Stock Holding History

Larson Financial Group’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	$7.64K	Hold	144	–	–	﹤0.01%	2555
2026 Q1	$5.53K	Buy	144 +121	+526%	+$4.49K	﹤0.01%	2552
2025 Q4	$851	Hold	23	–	–	﹤0.01%	2998
2025 Q3	$703	Hold	23	–	–	﹤0.01%	3017
2025 Q2	$584	Sell	23 -8	-26%	-$197	﹤0.01%	2819
2025 Q1	$824	Sell	31 -131	-81%	-$3.85K	﹤0.01%	2436
2024 Q4	$4.76K	Buy	+162	New	+$4.59K	﹤0.01%	1683

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

Larson Financial Group's CBL Position: Q2 2026 in Review

Larson Financial Group held its CBL Properties (CBL) position steady in Q2 2026 at 144 shares worth $7.64K. The position accounts for ﹤0.01% of the portfolio, ranked #2555.

Larson Financial Group first reported a position in CBL in Q4 2024 and has held it in 7 quarters since. 228 funds tracked by Wall St. Rank hold CBL as of Q2 2026.

Larson Financial Group held 144 shares of CBL Properties worth $7.64K as of Q2 2026.
Larson Financial Group left its CBL Properties share count unchanged in Q2 2026.
CBL Properties made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2555 holding.
Larson Financial Group first reported a position in CBL Properties in Q4 2024 and has held it in 7 quarters since.
228 funds tracked by Wall St. Rank held CBL Properties as of Q2 2026.

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