BOJHT
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Bank of Jackson Hole Trust’s CBRE Group CBRE Stock Holding History

Bank of Jackson Hole Trust’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 		– Sell
-260
Closed -$35.2K – 76
2026
Q1 		$35.2K Buy
260
+84
+48% +$12.8K 0.02% 281
2025
Q4 		$28.3K Sell
176
-63
-26% -$9.9K 0.01% 295
2025
Q3 		$37.7K Buy
+239
New +$37K 0.02% 271

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

Bank of Jackson Hole Trust's CBRE Position: Q2 2026 in Review

Bank of Jackson Hole Trust sold out of CBRE Group (CBRE) in Q2 2026, closing a stake of 260 shares — an estimated $35.2K sold.

Bank of Jackson Hole Trust first reported a position in CBRE in Q3 2025 and held it in 3 quarters. The position peaked at $37.7K in Q3 2025. 1,069 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Bank of Jackson Hole Trust reported no remaining CBRE Group position as of Q2 2026 after selling out during the quarter.
  • Bank of Jackson Hole Trust sold 260 CBRE Group shares in Q2 2026, an estimated $35.2K.
  • Bank of Jackson Hole Trust first reported a position in CBRE Group in Q3 2025 and held it in 3 quarters.
  • Bank of Jackson Hole Trust's CBRE Group position peaked at $37.7K in Q3 2025.
  • 1,069 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Bank of Jackson Hole Trust's 13F filing for Q2 2026.