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Haverford Trust Company’s CBRE Group CBRE Stock Holding History

Haverford Trust Company’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 		– Sell
-2,074
Closed -$281K – 426
2026
Q1 		$281K Sell
2,074
-170
-8% -$25.8K ﹤0.01% 375
2025
Q4 		$361K Buy
2,244
+428
+24% +$67.3K ﹤0.01% 337
2025
Q3 		$286K Sell
1,816
-497
-21% -$76.9K ﹤0.01% 352
2025
Q2 		$324K Buy
+2,313
New +$292K ﹤0.01% 346

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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 $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

Haverford Trust Company's CBRE Position: Q2 2026 in Review

Haverford Trust Company sold out of CBRE Group (CBRE) in Q2 2026, closing a stake of 2,074 shares — an estimated $281K sold.

Haverford Trust Company first reported a position in CBRE in Q2 2025 and held it in 4 quarters. The position peaked at $361K in Q4 2025. 1,077 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Haverford Trust Company reported no remaining CBRE Group position as of Q2 2026 after selling out during the quarter.
  • Haverford Trust Company sold 2,074 CBRE Group shares in Q2 2026, an estimated $281K.
  • Haverford Trust Company first reported a position in CBRE Group in Q2 2025 and held it in 4 quarters.
  • Haverford Trust Company's CBRE Group position peaked at $361K in Q4 2025.
  • 1,077 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Haverford Trust Company's 13F filing for Q2 2026, filed 12 Aug 2026.