Valley National Advisers’s CBL Properties CBL Stock Holding History

Valley National Advisers’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	$2.34K	Hold	44	–	–	﹤0.01%	789
2026 Q1	$1K	Hold	44	–	–	﹤0.01%	815
2025 Q4	$1K	Hold	44	–	–	﹤0.01%	833
2025 Q3	$1K	Hold	44	–	–	﹤0.01%	772
2025 Q2	$1K	Hold	44	–	–	﹤0.01%	757
2025 Q1	$1K	Sell	44 -28	-39%	-$823	﹤0.01%	749
2024 Q4	$2K	Hold	72	–	–	﹤0.01%	676
2024 Q3	$1K	Hold	72	–	–	﹤0.01%	687
2024 Q2	$1K	Hold	72	–	–	﹤0.01%	1009
2024 Q1	$1K	Hold	72	–	–	﹤0.01%	1045
2023 Q4	$1K	Hold	72	–	–	﹤0.01%	1039
2023 Q3	$2K	Hold	72	–	–	﹤0.01%	809
2023 Q2	$2K	Hold	72	–	–	﹤0.01%	772
2023 Q1	$2K	Sell	72 -55	-43%	-$1.41K	﹤0.01%	755
2022 Q4	$3K	Hold	127	–	–	﹤0.01%	701
2022 Q3	$3K	Hold	127	–	–	﹤0.01%	728
2022 Q2	$3K	Hold	127	–	–	﹤0.01%	706
2022 Q1	$4K	Hold	127	–	–	﹤0.01%	708
2021 Q4	$4K	Buy	+127	New	+$3.84K	﹤0.01%	704

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

Valley National Advisers's CBL Position: Q2 2026 in Review

Valley National Advisers held its CBL Properties (CBL) position steady in Q2 2026 at 44 shares worth $2.34K. The position accounts for ﹤0.01% of the portfolio, ranked #789.

Valley National Advisers first reported a position in CBL in Q4 2021 and has held it in 19 quarters since. The position peaked at $4K in Q1 2022. 228 funds tracked by Wall St. Rank hold CBL as of Q2 2026.

Valley National Advisers held 44 shares of CBL Properties worth $2.34K as of Q2 2026.
Valley National Advisers left its CBL Properties share count unchanged in Q2 2026.
CBL Properties made up ﹤0.01% of Valley National Advisers's portfolio in Q2 2026, its #789 holding.
Valley National Advisers first reported a position in CBL Properties in Q4 2021 and has held it in 19 quarters since.
Valley National Advisers's CBL Properties position peaked at $4K in Q1 2022.
228 funds tracked by Wall St. Rank held CBL Properties as of Q2 2026.

Based on Valley National Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.