Private Advisory Group’s CBL Properties CBL Stock Holding History

Private Advisory 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 Q3	$605K	Buy	+11,341	New	+$625K	0.03%	225

Other funds holding CBL

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

O'Shaughnessy Asset Management Stamford, Connecticut $23.6B AUM 34.05% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Private Advisory Group's CBL Position: Q3 2026 in Review

Private Advisory Group opened a new position in CBL Properties (CBL) in Q3 2026: 11,341 shares worth $605K. The stake represents 0.03% of the portfolio and ranks #225 among its holdings.

144 funds tracked by Wall St. Rank hold CBL as of Q3 2026.

Private Advisory Group held 11,341 shares of CBL Properties worth $605K as of Q3 2026.
CBL Properties was a new Private Advisory Group position in Q3 2026.
CBL Properties made up 0.03% of Private Advisory Group's portfolio in Q3 2026, its #225 holding.
144 funds tracked by Wall St. Rank held CBL Properties as of Q3 2026.

Based on Private Advisory Group's 13F filing for Q3 2026, filed 6 Nov 2026.