Allworth Financial’s CBRE Group CBRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.15M | Buy |
8,518
+779
| +10% | +$107K | ﹤0.01% | 691 |
|
|
2026
Q1 | $1.05M | Buy |
7,739
+5,919
| +325% | +$899K | ﹤0.01% | 701 |
|
|
2025
Q4 | $293K | Buy |
1,820
+309
| +20% | +$48.6K | ﹤0.01% | 1162 |
|
|
2025
Q3 | $238K | Buy |
1,511
+637
| +73% | +$98.5K | ﹤0.01% | 1214 |
|
|
2025
Q2 | $122K | Buy |
874
+103
| +13% | +$13K | ﹤0.01% | 1427 |
|
|
2025
Q1 | $94.7K | Buy |
771
+135
| +21% | +$18.3K | ﹤0.01% | 1256 |
|
|
2024
Q4 | $88.7K | Buy |
636
+204
| +47% | +$26.7K | ﹤0.01% | 1322 |
|
|
2024
Q3 | $53.8K | Sell |
432
-324
| -43% | -$35.3K | ﹤0.01% | 1379 |
|
|
2024
Q2 | $74K | Buy |
756
+341
| +82% | +$30.3K | ﹤0.01% | 1197 |
|
|
2024
Q1 | $40.4K | Buy |
415
+72
| +21% | +$6.46K | ﹤0.01% | 1389 |
|
|
2023
Q4 | $31.9K | Buy |
343
+4
| +1% | +$311 | ﹤0.01% | 1387 |
|
|
2023
Q3 | $25K | Buy |
339
+49
| +17% | +$4.06K | ﹤0.01% | 1391 |
|
|
2023
Q2 | $23.4K | Sell |
290
-269
| -48% | -$20.1K | ﹤0.01% | 1444 |
|
|
2023
Q1 | $40.7K | Buy |
559
+80
| +17% | +$6.54K | ﹤0.01% | 1147 |
|
|
2022
Q4 | $36.9K | Sell |
479
-711
| -60% | -$52.5K | ﹤0.01% | 1132 |
|
|
2022
Q3 | $80K | Buy |
1,190
+710
| +148% | +$56.3K | ﹤0.01% | 826 |
|
|
2022
Q2 | $35K | Buy |
480
+408
| +567% | +$32.8K | ﹤0.01% | 1020 |
|
|
2022
Q1 | $7K | Sell |
72
-200
| -74% | -$19.5K | ﹤0.01% | 1561 |
|
|
2021
Q4 | $30K | Buy |
272
+79
| +41% | +$8.1K | ﹤0.01% | 973 |
|
|
2021
Q3 | $19K | Buy |
193
+134
| +227% | +$12.5K | ﹤0.01% | 1047 |
|
|
2021
Q2 | $5K | Hold |
59
| – | – | ﹤0.01% | 1198 |
|
|
2021
Q1 | $5K | Hold |
59
| – | – | ﹤0.01% | 1124 |
|
|
2020
Q4 | $4K | Hold |
59
| – | – | ﹤0.01% | 1011 |
|
|
2020
Q3 | $3K | Hold |
59
| – | – | ﹤0.01% | 912 |
|
|
2020
Q2 | $3K | Hold |
59
| – | – | ﹤0.01% | 929 |
|
|
2020
Q1 | $2K | Hold |
59
| – | – | ﹤0.01% | 1036 |
|
|
2019
Q4 | $4K | Sell |
59
-14
| -19% | -$775 | ﹤0.01% | 790 |
|
|
2019
Q3 | $4K | Hold |
73
| – | – | ﹤0.01% | 706 |
|
|
2019
Q2 | $4K | Hold |
73
| – | – | ﹤0.01% | 700 |
|
|
2019
Q1 | $4K | Buy |
73
+14
| +24% | +$657 | ﹤0.01% | 707 |
|
|
2018
Q4 | $2K | Hold |
59
| – | – | ﹤0.01% | 720 |
|
|
2018
Q3 | $3K | Hold |
59
| – | – | ﹤0.01% | 722 |
|
|
2018
Q2 | $3K | Sell |
59
-3
| -5% | -$142 | ﹤0.01% | 710 |
|
|
2018
Q1 | $3K | Buy |
62
+57
| +1,140% | +$2.6K | ﹤0.01% | 648 |
|
|
2017
Q4 | $0 | Buy |
+5
| New | +$207 | ﹤0.01% | 738 |
|
Other funds holding CBRE
Allworth Financial's CBRE Position: Q2 2026 in Review
Allworth Financial increased its CBRE Group (CBRE) stake by 10% in Q2 2026, buying an estimated $107K and bringing the position to 8,518 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #691.
Allworth Financial first reported a position in CBRE in Q4 2017 and has held it in 35 quarters since. 1,069 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.
- Allworth Financial held 8,518 shares of CBRE Group worth $1.15M as of Q2 2026.
- Allworth Financial bought 779 CBRE Group shares in Q2 2026, an estimated $107K.
- CBRE Group made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #691 holding.
- Allworth Financial first reported a position in CBRE Group in Q4 2017 and has held it in 35 quarters since.
- 1,069 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.
Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.