Jones Financial Companies
CBRE icon

Jones Financial Companies’s CBRE Group CBRE Stock Holding History

Jones Financial Companies’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 		$146M Sell
1,065,606
-31,832
-3% -$4.39M 0.06% 174
2026
Q1 		$145M Buy
1,097,438
+1,088,372
+12,005% +$165M 0.07% 148
2025
Q4 		$1.46M Buy
9,066
+1,957
+28% +$308K ﹤0.01% 1086
2025
Q3 		$1.12M Buy
7,109
+2,031
+40% +$314K ﹤0.01% 1091
2025
Q2 		$708K Buy
5,078
+501
+11% +$63.4K ﹤0.01% 1145
2025
Q1 		$593K Sell
4,577
-33
-0.7% -$4.48K ﹤0.01% 1051
2024
Q4 		$605K Buy
4,610
+1,957
+74% +$256K ﹤0.01% 921
2024
Q3 		$327K Buy
2,653
+1,879
+243% +$205K ﹤0.01% 974
2024
Q2 		$69K Buy
774
+509
+192% +$45.2K ﹤0.01% 1152
2024
Q1 		$25.8K Buy
265
+218
+464% +$19.6K ﹤0.01% 852
2023
Q4 		$4.38K Buy
47
+29
+161% +$2.25K ﹤0.01% 777
2023
Q3 		$1.33K Buy
+18
New +$1.49K ﹤0.01% 603
2023
Q1 		– Sell
-187
Closed -$14K – 605
2022
Q4 		$14K Buy
187
+71
+61% +$5.24K ﹤0.01% 446
2022
Q3 		$8K Hold
116
– – ﹤0.01% 444
2022
Q2 		$9K Sell
116
-200
-63% -$16.1K ﹤0.01% 489
2022
Q1 		$29K Buy
316
+125
+65% +$12.2K ﹤0.01% 394
2021
Q4 		$21K Buy
191
+116
+155% +$11.9K ﹤0.01% 459
2021
Q3 		$7K Hold
75
– – ﹤0.01% 535
2021
Q2 		$6K Buy
+75
New +$6.4K ﹤0.01% 533

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 $3.37T 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

Jones Financial Companies's CBRE Position: Q2 2026 in Review

Jones Financial Companies reduced its CBRE Group (CBRE) stake by 2.9% in Q2 2026, selling an estimated $4.39M and leaving 1,065,606 shares worth $146M. The position accounts for 0.06% of the portfolio, ranked #174.

Jones Financial Companies first reported a position in CBRE in Q2 2021 and has held it in 19 quarters since. 1,069 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Jones Financial Companies held 1,065,606 shares of CBRE Group worth $146M as of Q2 2026.
  • Jones Financial Companies sold 31,832 CBRE Group shares in Q2 2026, an estimated $4.39M.
  • CBRE Group made up 0.06% of Jones Financial Companies's portfolio in Q2 2026, its #174 holding.
  • Jones Financial Companies first reported a position in CBRE Group in Q2 2021 and has held it in 19 quarters since.
  • 1,069 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.