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Grove Bank & Trust’s CBRE Group CBRE Stock Holding History

Grove Bank & Trust’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
Q3 		$94K Sell
732
-5
-0.7% -$716 0.01% 360
2026
Q2 		$99.3K Sell
737
-283
-28% -$39K 0.01% 344
2026
Q1 		$138K Buy
1,020
+6
+0.6% +$912 0.02% 300
2025
Q4 		$163K Sell
1,014
-26
-3% -$4.09K 0.02% 277
2025
Q3 		$164K Buy
1,040
+26
+3% +$4.02K 0.02% 273
2025
Q2 		$142K Sell
1,014
-43
-4% -$5.44K 0.02% 293
2025
Q1 		$138K Buy
1,057
+70
+7% +$9.51K 0.02% 283
2024
Q4 		$130K Buy
987
+254
+35% +$33.3K 0.02% 268
2024
Q3 		$91.2K Buy
733
+69
+10% +$7.52K 0.01% 300
2024
Q2 		$59.2K Sell
664
-20
-3% -$1.77K 0.01% 338
2024
Q1 		$66.5K Hold
684
– – 0.01% 335
2023
Q4 		$63.7K Buy
684
+27
+4% +$2.1K 0.01% 331
2023
Q3 		$48.5K Sell
657
-67
-9% -$5.56K 0.01% 369
2023
Q2 		$58.4K Buy
724
+174
+32% +$13K 0.01% 348
2023
Q1 		$40K Buy
550
+89
+19% +$7.27K 0.01% 397
2022
Q4 		$35K Buy
+461
New +$34K 0.01% 405
2018
Q1 		– Sell
-815
Closed -$35K – 207
2017
Q4 		$35K Hold
815
– – 0.02% 332
2017
Q3 		$31K Hold
815
– – 0.02% 350
2017
Q2 		$30K Buy
815
+435
+114% +$15.1K 0.02% 328
2017
Q1 		$13K Hold
380
– – 0.01% 324
2016
Q4 		$12K Buy
+380
New +$11K 0.01% 356
2016
Q2 		– Sell
-1,195
Closed -$34K – 278
2016
Q1 		$34K Hold
1,195
– – 0.03% 177
2015
Q4 		$41K Buy
+1,195
New +$42.1K 0.04% 191

Other funds holding CBRE

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
SEEDPG
S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GSB
Greenfield Savings Bank Greenfield, Massachusetts $264M AUM 27.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Grove Bank & Trust's CBRE Position: Q3 2026 in Review

Grove Bank & Trust reduced its CBRE Group (CBRE) stake by 0.68% in Q3 2026, selling an estimated $716 and leaving 732 shares worth $94K. The position accounts for 0.01% of the portfolio, ranked #360.

Grove Bank & Trust first reported a position in CBRE in Q4 2015 and has held it in 23 quarters since. The position peaked at $164K in Q3 2025. 29 funds tracked by Wall St. Rank hold CBRE as of Q3 2026.

  • Grove Bank & Trust held 732 shares of CBRE Group worth $94K as of Q3 2026.
  • Grove Bank & Trust sold 5 CBRE Group shares in Q3 2026, an estimated $716.
  • CBRE Group made up 0.01% of Grove Bank & Trust's portfolio in Q3 2026, its #360 holding.
  • Grove Bank & Trust first reported a position in CBRE Group in Q4 2015 and has held it in 23 quarters since.
  • Grove Bank & Trust's CBRE Group position peaked at $164K in Q3 2025.
  • 29 funds tracked by Wall St. Rank held CBRE Group as of Q3 2026.

Based on Grove Bank & Trust's 13F filing for Q3 2026, filed 8 Oct 2026.