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Financial Network Wealth Advisors’s CBRE Group CBRE Stock Holding History

Financial Network Wealth 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
Q1 		– Sell
-11
Closed -$1.77K – 795
2025
Q4 		$1.77K Hold
11
– – ﹤0.01% 700
2025
Q3 		$1.73K Hold
11
– – ﹤0.01% 694
2025
Q2 		$1.54K Hold
11
– – ﹤0.01% 695
2025
Q1 		$1.44K Buy
+11
New +$1.5K ﹤0.01% 636
2024
Q4 		– Sell
-7
Closed -$871 – 538
2024
Q3 		$871 Buy
+7
New +$763 ﹤0.01% 770

Other funds holding CBRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Network Wealth Advisors's CBRE Position: Q1 2026 in Review

Financial Network Wealth Advisors sold out of CBRE Group (CBRE) in Q1 2026, closing a stake of 11 shares — an estimated $1.77K sold.

Financial Network Wealth Advisors first reported a position in CBRE in Q3 2024 and held it in 5 quarters. The position peaked at $1.77K in Q4 2025. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • Financial Network Wealth Advisors reported no remaining CBRE Group position as of Q1 2026 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 11 CBRE Group shares in Q1 2026, an estimated $1.77K.
  • Financial Network Wealth Advisors first reported a position in CBRE Group in Q3 2024 and held it in 5 quarters.
  • Financial Network Wealth Advisors's CBRE Group position peaked at $1.77K in Q4 2025.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.