Root Financial Partners
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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
Q3 		$5.92K Buy
+111
New +$6.12K ﹤0.01% 2156
2026
Q2 		– Sell
-43
Closed -$1.65K – 869
2026
Q1 		$1.65K Buy
+43
New +$1.59K ﹤0.01% 2398

Other funds holding CBL

LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Beverly Hills Private Wealth
Beverly Hills Private Wealth Beverly Hills, California $579M AUM 18.25% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Knights of Columbus Asset Advisors
Knights of Columbus Asset Advisors New Haven, Connecticut $2.01B AUM 34.13% 1-Year Est. Return

Root Financial Partners's CBL Position: Q3 2026 in Review

Root Financial Partners opened a new position in CBL Properties (CBL) in Q3 2026: 111 shares worth $5.92K. The stake represents ﹤0.01% of the portfolio and ranks #2156 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CBL as recently as Q1 2026.

Root Financial Partners first reported a position in CBL in Q1 2026 and has held it in 2 quarters since. 89 funds tracked by Wall St. Rank hold CBL as of Q3 2026.

  • Root Financial Partners held 111 shares of CBL Properties worth $5.92K as of Q3 2026.
  • CBL Properties was a new Root Financial Partners position in Q3 2026.
  • CBL Properties made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2156 holding.
  • Root Financial Partners first reported a position in CBL Properties in Q1 2026 and has held it in 2 quarters since.
  • 89 funds tracked by Wall St. Rank held CBL Properties as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.