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Action Point Financial Planning’s CBRE Group CBRE Stock Holding History

Action Point Financial Planning’s Portfolio CBRE Stock Details CBRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21.1K Buy
+161
New +$22.2K ﹤0.01% 1102

Other funds holding CBRE

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Action Point Financial Planning's CBRE Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in CBRE Group (CBRE) in Q2 2026: 161 shares worth $21.1K. The stake represents ﹤0.01% of the portfolio and ranks #1102 among its holdings.

1,069 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Action Point Financial Planning held 161 shares of CBRE Group worth $21.1K as of Q2 2026.
  • CBRE Group was a new Action Point Financial Planning position in Q2 2026.
  • CBRE Group made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1102 holding.
  • 1,069 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.