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Burkett Financial Services’s CBRE Group CBRE Stock Holding History

Burkett Financial Services’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 		$15.9K Hold
124
– – ﹤0.01% 272
2026
Q2 		$16.7K Buy
+124
New +$17.1K 0.01% 159

Other funds holding CBRE

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GSB
Greenfield Savings Bank Greenfield, Massachusetts $264M AUM 27.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Burkett Financial Services's CBRE Position: Q3 2026 in Review

Burkett Financial Services held its CBRE Group (CBRE) position steady in Q3 2026 at 124 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #272.

Burkett Financial Services first reported a position in CBRE in Q2 2026 and has held it in 2 quarters since. The position peaked at $16.7K in Q2 2026. 29 funds tracked by Wall St. Rank hold CBRE as of Q3 2026.

  • Burkett Financial Services held 124 shares of CBRE Group worth $15.9K as of Q3 2026.
  • Burkett Financial Services left its CBRE Group share count unchanged in Q3 2026.
  • CBRE Group made up ﹤0.01% of Burkett Financial Services's portfolio in Q3 2026, its #272 holding.
  • Burkett Financial Services first reported a position in CBRE Group in Q2 2026 and has held it in 2 quarters since.
  • Burkett Financial Services's CBRE Group position peaked at $16.7K in Q2 2026.
  • 29 funds tracked by Wall St. Rank held CBRE Group as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.