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Compass Financial Management’s CBRE Group CBRE Stock Holding History

Compass Financial Management’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
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
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

Compass Financial Management's CBRE Position: Q2 2026 in Review

Compass Financial Management 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.

1,018 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Compass Financial Management held 100 shares of CBRE Group worth $13.5K as of Q2 2026.
  • CBRE Group was a new Compass Financial Management position in Q2 2026.
  • CBRE Group made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #989 holding.
  • 1,018 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.