United Capital Financial Advisors’s CBL Properties CBL Stock Holding History

United Capital Financial Advisors’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	$539K	Buy	+10,155	New	+$470K	﹤0.01%	1078

Other funds holding CBL

CCA

Canyon Capital Advisors Dallas, Texas $882M AUM 62.77% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

United Capital Financial Advisors's CBL Position: Q2 2026 in Review

United Capital Financial Advisors opened a new position in CBL Properties (CBL) in Q2 2026: 10,155 shares worth $539K. The stake represents ﹤0.01% of the portfolio and ranks #1078 among its holdings.

228 funds tracked by Wall St. Rank hold CBL as of Q2 2026.

United Capital Financial Advisors held 10,155 shares of CBL Properties worth $539K as of Q2 2026.
CBL Properties was a new United Capital Financial Advisors position in Q2 2026.
CBL Properties made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1078 holding.
228 funds tracked by Wall St. Rank held CBL Properties as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.