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Godfrey Financial Associates’s CBRE Group CBRE Stock Holding History

Godfrey Financial Associates’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 		$269 Hold
2
– – ﹤0.01% 973
2026
Q1 		$271 Hold
2
– – ﹤0.01% 963
2025
Q4 		$322 Buy
+2
New +$314 ﹤0.01% 906

Other funds holding CBRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
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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

Godfrey Financial Associates's CBRE Position: Q2 2026 in Review

Godfrey Financial Associates held its CBRE Group (CBRE) position steady in Q2 2026 at 2 shares worth $269. The position accounts for ﹤0.01% of the portfolio, ranked #973.

Godfrey Financial Associates first reported a position in CBRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $322 in Q4 2025. 1,069 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Godfrey Financial Associates held 2 shares of CBRE Group worth $269 as of Q2 2026.
  • Godfrey Financial Associates left its CBRE Group share count unchanged in Q2 2026.
  • CBRE Group made up ﹤0.01% of Godfrey Financial Associates's portfolio in Q2 2026, its #973 holding.
  • Godfrey Financial Associates first reported a position in CBRE Group in Q4 2025 and has held it in 3 quarters since.
  • Godfrey Financial Associates's CBRE Group position peaked at $322 in Q4 2025.
  • 1,069 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.