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Fi3 Financial Advisors’s CBRE Group CBRE Stock Holding History

Fi3 Financial Advisors’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 		$1.55M Buy
+1,458
New +$201K 0.37% 27

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

Fi3 Financial Advisors's CBRE Position: Q2 2026 in Review

Fi3 Financial Advisors opened a new position in CBRE Group (CBRE) in Q2 2026: 1,458 shares worth $1.55M. The stake represents 0.37% of the portfolio and ranks #27 among its holdings.

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

  • Fi3 Financial Advisors held 1,458 shares of CBRE Group worth $1.55M as of Q2 2026.
  • CBRE Group was a new Fi3 Financial Advisors position in Q2 2026.
  • CBRE Group made up 0.37% of Fi3 Financial Advisors's portfolio in Q2 2026, its #27 holding.
  • 1,069 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.