RFP
CBL

Root Financial Partners’s CBL Properties CBL Stock Holding History

Root Financial Partners’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 		– Sell
-43
Closed -$1.65K – 869
2026
Q1 		$1.65K Buy
+43
New +$1.59K ﹤0.01% 2398

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

Root Financial Partners's CBL Position: Q2 2026 in Review

Root Financial Partners sold out of CBL Properties (CBL) in Q2 2026, closing a stake of 43 shares — an estimated $1.65K sold.

Root Financial Partners first reported a position in CBL in Q1 2026 and held it in 1 quarter. The position peaked at $1.65K in Q1 2026. 227 funds tracked by Wall St. Rank hold CBL as of Q2 2026.

  • Root Financial Partners reported no remaining CBL Properties position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 43 CBL Properties shares in Q2 2026, an estimated $1.65K.
  • Root Financial Partners first reported a position in CBL Properties in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's CBL Properties position peaked at $1.65K in Q1 2026.
  • 227 funds tracked by Wall St. Rank held CBL Properties as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.