Root Financial Partners’s CBL Properties CBL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.65K Buy
+43
New +$1.59K ﹤0.01% 2398

Other funds holding CBL

Root Financial Partners's CBL Position: Q1 2026 in Review

Root Financial Partners opened a new position in CBL Properties (CBL) in Q1 2026: 43 shares worth $1.65K. The stake represents ﹤0.01% of the portfolio and ranks #2398 among its holdings.

195 funds tracked by Wall St. Rank hold CBL as of Q1 2026.

  • Root Financial Partners held 43 shares of CBL Properties worth $1.65K as of Q1 2026.
  • CBL Properties was a new Root Financial Partners position in Q1 2026.
  • CBL Properties made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2398 holding.
  • 195 funds tracked by Wall St. Rank held CBL Properties as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.