WPA
CBL

Wealth Preservation Advisors’s CBL Properties CBL Stock Holding History

Wealth Preservation 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 		– Sell
-125
Closed -$4.8K – 221
2026
Q1 		$4.8K Sell
125
-40
-24% -$1.48K ﹤0.01% 495
2025
Q4 		$6.11K Hold
165
– – ﹤0.01% 355
2025
Q3 		$5.05K Hold
165
– – ﹤0.01% 359
2025
Q2 		$4.19K Sell
165
-8
-5% -$197 ﹤0.01% 383
2025
Q1 		$4.6K Buy
+173
New +$5.08K ﹤0.01% 388

Other funds holding CBL

CCA
Canyon Capital Advisors Dallas, Texas $882M AUM 62.77% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Wealth Preservation Advisors's CBL Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of CBL Properties (CBL) in Q2 2026, closing a stake of 125 shares — an estimated $4.8K sold.

Wealth Preservation Advisors first reported a position in CBL in Q1 2025 and held it in 5 quarters. The position peaked at $6.11K in Q4 2025. 227 funds tracked by Wall St. Rank hold CBL as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining CBL Properties position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 125 CBL Properties shares in Q2 2026, an estimated $4.8K.
  • Wealth Preservation Advisors first reported a position in CBL Properties in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's CBL Properties position peaked at $6.11K in Q4 2025.
  • 227 funds tracked by Wall St. Rank held CBL Properties as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.