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BFC Planning, Inc.’s CBRE Group CBRE Stock Holding History

BFC Planning, Inc.’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 		$55.8K Buy
414
+138
+50% +$19K ﹤0.01% 1502
2026
Q1 		$37.4K Sell
276
-75
-21% -$11.4K ﹤0.01% 1459
2025
Q4 		$56.4K Sell
351
-62
-15% -$9.7K ﹤0.01% 1318
2025
Q3 		$65.1K Buy
413
+69
+20% +$10.7K ﹤0.01% 1080
2025
Q2 		$48.2K Sell
344
-28,461
-99% -$3.6M ﹤0.01% 1145
2025
Q1 		$3.77M Buy
28,805
+28,464
+8,347% +$3.87M 0.33% 63
2024
Q4 		$44.8K Buy
+341
New +$44.6K ﹤0.01% 1150

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 $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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

BFC Planning, Inc.'s CBRE Position: Q2 2026 in Review

BFC Planning, Inc. increased its CBRE Group (CBRE) stake by 50% in Q2 2026, buying an estimated $19K and bringing the position to 414 shares worth $55.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1502.

BFC Planning, Inc. first reported a position in CBRE in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.77M in Q1 2025. 1,081 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • BFC Planning, Inc. held 414 shares of CBRE Group worth $55.8K as of Q2 2026.
  • BFC Planning, Inc. bought 138 CBRE Group shares in Q2 2026, an estimated $19K.
  • CBRE Group made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1502 holding.
  • BFC Planning, Inc. first reported a position in CBRE Group in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s CBRE Group position peaked at $3.77M in Q1 2025.
  • 1,081 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.