RIL
CBL

Rothschild Investment LLC’s CBL Properties CBL Stock Holding History

Rothschild Investment LLC’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 		$10.9K Buy
205
+4
+2% +$185 ﹤0.01% 1836
2026
Q1 		$7.72K Buy
201
+39
+24% +$1.45K ﹤0.01% 1828
2025
Q4 		$5.99K Buy
162
+78
+93% +$2.55K ﹤0.01% 1794
2025
Q3 		$2.57K Buy
84
+24
+40% +$699 ﹤0.01% 2074
2025
Q2 		$1.52K Buy
60
+10
+20% +$246 ﹤0.01% 2232
2025
Q1 		$1.33K Buy
50
+20
+67% +$588 ﹤0.01% 2165
2024
Q4 		$882 Hold
30
– – ﹤0.01% 2283
2024
Q3 		$756 Buy
30
+20
+200% +$508 ﹤0.01% 2339
2024
Q2 		$234 Buy
10
+5
+100% +$110 ﹤0.01% 2431
2024
Q1 		$115 Buy
+5
New +$118 ﹤0.01% 2136

Other funds holding CBL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BHPW
Beverly Hills Private Wealth Beverly Hills, California $525M AUM 24.1% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Rothschild Investment LLC's CBL Position: Q2 2026 in Review

Rothschild Investment LLC increased its CBL Properties (CBL) stake by 2% in Q2 2026, buying an estimated $185 and bringing the position to 205 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1836.

Rothschild Investment LLC first reported a position in CBL in Q1 2024 and has held it in 10 quarters since. 75 funds tracked by Wall St. Rank hold CBL as of Q2 2026.

  • Rothschild Investment LLC held 205 shares of CBL Properties worth $10.9K as of Q2 2026.
  • Rothschild Investment LLC bought 4 CBL Properties shares in Q2 2026, an estimated $185.
  • CBL Properties made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1836 holding.
  • Rothschild Investment LLC first reported a position in CBL Properties in Q1 2024 and has held it in 10 quarters since.
  • 75 funds tracked by Wall St. Rank held CBL Properties as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.