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COMPASS FINANCIAL MANAGEMENT LLC’s CBRE Group CBRE Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$13.5K Buy
+100
New +$13.8K ﹤0.01% 989

Other funds holding CBRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's CBRE Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in CBRE Group (CBRE) in Q2 2026: 100 shares worth $13.5K. The stake represents ﹤0.01% of the portfolio and ranks #989 among its holdings.

785 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 100 shares of CBRE Group worth $13.5K as of Q2 2026.
  • CBRE Group was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • CBRE Group made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #989 holding.
  • 785 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.