Y-Intercept (HK)’s CBL Properties CBL Stock Holding History

Y-Intercept (HK)’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 Q3	$1.1M	Sell	20,647 -15,332	-43%	-$845K	0.02%	965
2026 Q2	$1.91M	Buy	35,979 +23,055	+178%	+$1.07M	0.04%	735
2026 Q1	$497K	Sell	12,924 -2,623	-17%	-$97.2K	0.01%	1263
2025 Q4	$575K	Buy	+15,547	New	+$507K	0.01%	1195
2025 Q2	–	Sell	-9,243	Closed	-$246K	–	1657
2025 Q1	$246K	Buy	+9,243	New	+$272K	0.02%	972
2024 Q2	–	Sell	-22,339	Closed	-$512K	–	1440
2024 Q1	$512K	Buy	+22,339	New	+$527K	0.04%	701

Other funds holding CBL

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Y-Intercept (HK)'s CBL Position: Q3 2026 in Review

Y-Intercept (HK) reduced its CBL Properties (CBL) stake by 43% in Q3 2026, selling an estimated $845K and leaving 20,647 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #965.

Y-Intercept (HK) first reported a position in CBL in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.91M in Q2 2026. 28 funds tracked by Wall St. Rank hold CBL as of Q3 2026.

Y-Intercept (HK) held 20,647 shares of CBL Properties worth $1.1M as of Q3 2026.
Y-Intercept (HK) sold 15,332 CBL Properties shares in Q3 2026, an estimated $845K.
CBL Properties made up 0.02% of Y-Intercept (HK)'s portfolio in Q3 2026, its #965 holding.
Y-Intercept (HK) first reported a position in CBL Properties in Q1 2024 and has held it in 6 quarters since.
Y-Intercept (HK)'s CBL Properties position peaked at $1.91M in Q2 2026.
28 funds tracked by Wall St. Rank held CBL Properties as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.