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Copperwynd Financial’s CBRE Group CBRE Stock Holding History

Copperwynd Financial’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
2025
Q2 		$846K Buy
6,040
+63
+1% +$7.97K 0.21% 89
2025
Q1 		$782K Buy
5,977
+623
+12% +$84.7K 0.22% 95
2024
Q4 		$703K Buy
+5,354
New +$701K 0.19% 88

Other funds holding CBRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Copperwynd Financial's CBRE Position: Q2 2025 in Review

Copperwynd Financial increased its CBRE Group (CBRE) stake by 1.1% in Q2 2025, buying an estimated $7.97K and bringing the position to 6,040 shares worth $846K. The position accounts for 0.21% of the portfolio, ranked #89.

Copperwynd Financial first reported a position in CBRE in Q4 2024 and has held it in 3 quarters since. 1,013 funds tracked by Wall St. Rank hold CBRE as of Q2 2025.

  • Copperwynd Financial held 6,040 shares of CBRE Group worth $846K as of Q2 2025.
  • Copperwynd Financial bought 63 CBRE Group shares in Q2 2025, an estimated $7.97K.
  • CBRE Group made up 0.21% of Copperwynd Financial's portfolio in Q2 2025, its #89 holding.
  • Copperwynd Financial first reported a position in CBRE Group in Q4 2024 and has held it in 3 quarters since.
  • 1,013 funds tracked by Wall St. Rank held CBRE Group as of Q2 2025.

Based on Copperwynd Financial's 13F filing for Q2 2025, filed 24 Jul 2025.