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BCO Wealth Management’s CBRE Group CBRE Stock Holding History

BCO Wealth Management’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
Q3 		$379K Hold
2,951
– – 0.2% 26
2026
Q2 		$397K Hold
2,951
– – 0.22% 29
2026
Q1 		$400K Hold
2,951
– – 0.24% 26
2025
Q4 		$474K Sell
2,951
-5
-0.2% -$786 0.29% 21
2025
Q3 		$466K Hold
2,956
– – 0.31% 21
2025
Q2 		$414K Buy
2,956
+171
+6% +$21.6K 0.3% 22
2025
Q1 		$364K Hold
2,785
– – 0.29% 22
2024
Q4 		$366K Buy
+2,785
New +$365K 0.3% 23

Other funds holding CBRE

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Hosking Partners
Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

BCO Wealth Management's CBRE Position: Q3 2026 in Review

BCO Wealth Management held its CBRE Group (CBRE) position steady in Q3 2026 at 2,951 shares worth $379K. The position accounts for 0.2% of the portfolio, ranked #26.

BCO Wealth Management first reported a position in CBRE in Q4 2024 and has held it in 8 quarters since. The position peaked at $474K in Q4 2025. 343 funds tracked by Wall St. Rank hold CBRE as of Q3 2026.

  • BCO Wealth Management held 2,951 shares of CBRE Group worth $379K as of Q3 2026.
  • BCO Wealth Management left its CBRE Group share count unchanged in Q3 2026.
  • CBRE Group made up 0.2% of BCO Wealth Management's portfolio in Q3 2026, its #26 holding.
  • BCO Wealth Management first reported a position in CBRE Group in Q4 2024 and has held it in 8 quarters since.
  • BCO Wealth Management's CBRE Group position peaked at $474K in Q4 2025.
  • 343 funds tracked by Wall St. Rank held CBRE Group as of Q3 2026.

Based on BCO Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.