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Catalyst Financial Partners’s CBRE Group CBRE Stock Holding History

Catalyst Financial Partners’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 		$206K Buy
+1,530
New +$211K 0.02% 411

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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

Catalyst Financial Partners's CBRE Position: Q2 2026 in Review

Catalyst Financial Partners opened a new position in CBRE Group (CBRE) in Q2 2026: 1,530 shares worth $206K. The stake represents 0.02% of the portfolio and ranks #411 among its holdings.

1,069 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Catalyst Financial Partners held 1,530 shares of CBRE Group worth $206K as of Q2 2026.
  • CBRE Group was a new Catalyst Financial Partners position in Q2 2026.
  • CBRE Group made up 0.02% of Catalyst Financial Partners's portfolio in Q2 2026, its #411 holding.
  • 1,069 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.