TCM
CBL

Triumph Capital Management’s CBL Properties CBL Stock Holding History

Triumph Capital Management’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 		$21.2K Hold
400
– – ﹤0.01% 919
2026
Q1 		$15.4K Hold
400
– – ﹤0.01% 971
2025
Q4 		$14.8K Buy
+400
New +$13.1K ﹤0.01% 953

Other funds holding CBL

AIS
AM Investment Strategies Chattanooga, Tennessee $521M AUM 33.22% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Triumph Capital Management's CBL Position: Q2 2026 in Review

Triumph Capital Management held its CBL Properties (CBL) position steady in Q2 2026 at 400 shares worth $21.2K. The position accounts for ﹤0.01% of the portfolio, ranked #919.

Triumph Capital Management first reported a position in CBL in Q4 2025 and has held it in 3 quarters since. 18 funds tracked by Wall St. Rank hold CBL as of Q2 2026.

  • Triumph Capital Management held 400 shares of CBL Properties worth $21.2K as of Q2 2026.
  • Triumph Capital Management left its CBL Properties share count unchanged in Q2 2026.
  • CBL Properties made up ﹤0.01% of Triumph Capital Management's portfolio in Q2 2026, its #919 holding.
  • Triumph Capital Management first reported a position in CBL Properties in Q4 2025 and has held it in 3 quarters since.
  • 18 funds tracked by Wall St. Rank held CBL Properties as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.