OneAscent Financial Services LLC
Position in CBL — Cbl & Associates Properties Inc
CIK 1780985
BIRMINGHAM, AL
Position in CBL
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$262,901
New position
Shares Held
4,952
first reported quarter
Ownership
0.016%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#151
of 225 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in REIT - Retail
Real Estate · as of Jun 30, 2026OneAscent Financial Services LLC holds $520,282 across 2 REIT - Retail names. CBL ranks #1 (50.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBL |
Cbl & Associates Properties Inc
This page
|
4,952 | $262,901 | |
| 2 | O |
Realty Income Corp
|
4,154 | $257,381 |
All Filings in CBL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $262,901 | 4,952 | Shares | Sole | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||