Triumph Capital Management CBL CBL & ASSOC PPTYS INC COMMON STOCK

Ownership history in Triumph Capital Management  ·  4 quarters on record

AI Ownership Summary

Triumph Capital Management reported CBL & ASSOC PPTYS INC COMMON STOCK (CBL) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. The latest visible filing shows CBL at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CBL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Triumph Capital Management's position in CBL & ASSOC PPTYS INC COMMON STOCK, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

CBL was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Triumph Capital Management held CBL — position size vs. price
% of Fund (quarterly)    CBL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED 400 0% 0.00% $21K 2026-07-21 $55.53
2026 Q1 UNCHANGED 400 0% 0.00% $15K 2026-05-13 $45.21
2025 Q4 UNCHANGED 400 0% 0.00% $15K 2026-02-12 $35.34
2025 Q3 INITIATED 400 0.00% $12K 2025-11-17 $30.46

FAQ About Triumph Capital Management and CBL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Triumph Capital Management reported owning CBL?

Triumph Capital Management reported CBL across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported CBL position in Triumph Capital Management's portfolio?

The largest reported portfolio weight for CBL was 0.00% in 2026 Q2.

What is the latest reported CBL position on this page?

The most recent filing on this page is 2026 Q2, when Triumph Capital Management reported 400 shares, equal to 0.00% of portfolio, with an estimated market value of $21K.

What does the chart on this CBL ownership page compare?

The chart compares Triumph Capital Management's quarterly CBL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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