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CBRE icon

Align Financial’s CBRE Group CBRE Stock Holding History

Align Financial’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 		$808 Hold
6
– – ﹤0.01% 339
2026
Q1 		$813 Sell
6
-959
-99% -$146K ﹤0.01% 343
2025
Q4 		$965 Buy
+965
New +$152K ﹤0.01% 362

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

Align Financial's CBRE Position: Q2 2026 in Review

Align Financial held its CBRE Group (CBRE) position steady in Q2 2026 at 6 shares worth $808. The position accounts for ﹤0.01% of the portfolio, ranked #339.

Align Financial first reported a position in CBRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $965 in Q4 2025. 1,071 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Align Financial held 6 shares of CBRE Group worth $808 as of Q2 2026.
  • Align Financial left its CBRE Group share count unchanged in Q2 2026.
  • CBRE Group made up ﹤0.01% of Align Financial's portfolio in Q2 2026, its #339 holding.
  • Align Financial first reported a position in CBRE Group in Q4 2025 and has held it in 3 quarters since.
  • Align Financial's CBRE Group position peaked at $965 in Q4 2025.
  • 1,071 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Align Financial's 13F filing for Q2 2026, filed 27 Jul 2026.