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Cornerstone Financial Management’s CBRE Group CBRE Stock Holding History

Cornerstone 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 		$11.7K Buy
87
+46
+112% +$6.34K 0.01% 423
2026
Q1 		$5.55K Buy
41
+11
+37% +$1.67K 0.01% 452
2025
Q4 		$4.82K Buy
+30
New +$4.72K ﹤0.01% 435

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
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

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

Cornerstone Financial Management increased its CBRE Group (CBRE) stake by 112% in Q2 2026, buying an estimated $6.34K and bringing the position to 87 shares worth $11.7K. The position accounts for 0.01% of the portfolio, ranked #423.

Cornerstone Financial Management first reported a position in CBRE in Q4 2025 and has held it in 3 quarters since. 1,069 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Cornerstone Financial Management held 87 shares of CBRE Group worth $11.7K as of Q2 2026.
  • Cornerstone Financial Management bought 46 CBRE Group shares in Q2 2026, an estimated $6.34K.
  • CBRE Group made up 0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #423 holding.
  • Cornerstone Financial Management first reported a position in CBRE Group in Q4 2025 and has held it in 3 quarters since.
  • 1,069 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

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