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BOK Financial Private Wealth’s CBRE Group CBRE Stock Holding History

BOK Financial Private Wealth’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
Q1 		– Sell
-397
Closed -$63.8K – 460
2025
Q4 		$63.8K Buy
+397
New +$62.4K ﹤0.01% 263
2025
Q1 		– Sell
-10
Closed -$1.31K – 498
2024
Q4 		$1.31K Buy
+10
New +$1.31K ﹤0.01% 477

Other funds holding CBRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BOK Financial Private Wealth's CBRE Position: Q1 2026 in Review

BOK Financial Private Wealth sold out of CBRE Group (CBRE) in Q1 2026, closing a stake of 397 shares — an estimated $63.8K sold.

BOK Financial Private Wealth first reported a position in CBRE in Q4 2024 and held it in 2 quarters. The position peaked at $63.8K in Q4 2025. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • BOK Financial Private Wealth reported no remaining CBRE Group position as of Q1 2026 after selling out during the quarter.
  • BOK Financial Private Wealth sold 397 CBRE Group shares in Q1 2026, an estimated $63.8K.
  • BOK Financial Private Wealth first reported a position in CBRE Group in Q4 2024 and held it in 2 quarters.
  • BOK Financial Private Wealth's CBRE Group position peaked at $63.8K in Q4 2025.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.