BFPW
CBRE icon

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
Q2 		$809 Buy
+6
New +$827 ﹤0.01% 721
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 $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

BOK Financial Private Wealth's CBRE Position: Q2 2026 in Review

BOK Financial Private Wealth opened a new position in CBRE Group (CBRE) in Q2 2026: 6 shares worth $809. The stake represents ﹤0.01% of the portfolio and ranks #721 among its holdings. This is a return to the name: BOK Financial Private Wealth previously reported a position in CBRE as recently as Q4 2025.

BOK Financial Private Wealth first reported a position in CBRE in Q4 2024 and has held it in 3 quarters since. The position peaked at $63.8K in Q4 2025. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • BOK Financial Private Wealth held 6 shares of CBRE Group worth $809 as of Q2 2026.
  • CBRE Group was a new BOK Financial Private Wealth position in Q2 2026.
  • CBRE Group made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #721 holding.
  • BOK Financial Private Wealth first reported a position in CBRE Group in Q4 2024 and has held it in 3 quarters since.
  • 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 Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.