J. Team Financial
CBRE icon

J. Team Financial’s CBRE Group CBRE Stock Holding History

J. Team Financial’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 		– Sell
-2,268
Closed -$305K – 100
2026
Q2 		$305K Buy
+2,268
New +$312K 0.3% 72

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Assenagon Asset Management
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Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Thrivent Financial for Lutherans
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Mitsubishi UFJ Asset Management
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J. Team Financial's CBRE Position: Q3 2026 in Review

J. Team Financial sold out of CBRE Group (CBRE) in Q3 2026, closing a stake of 2,268 shares — an estimated $305K sold.

J. Team Financial first reported a position in CBRE in Q2 2026 and held it in 1 quarter. The position peaked at $305K in Q2 2026. 507 funds tracked by Wall St. Rank hold CBRE as of Q3 2026.

  • J. Team Financial reported no remaining CBRE Group position as of Q3 2026 after selling out during the quarter.
  • J. Team Financial sold 2,268 CBRE Group shares in Q3 2026, an estimated $305K.
  • J. Team Financial first reported a position in CBRE Group in Q2 2026 and held it in 1 quarter.
  • J. Team Financial's CBRE Group position peaked at $305K in Q2 2026.
  • 507 funds tracked by Wall St. Rank held CBRE Group as of Q3 2026.

Based on J. Team Financial's 13F filing for Q3 2026, filed 3 Nov 2026.