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Keating Financial Advisory Services’s CBRE Group CBRE Stock Holding History

Keating Financial Advisory Services’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 		$35.6K Buy
264
+85
+47% +$11.7K ﹤0.01% 780
2026
Q1 		$24.2K Sell
179
-43
-19% -$6.53K ﹤0.01% 825
2025
Q4 		$35.7K Buy
+222
New +$34.9K ﹤0.01% 743

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

Keating Financial Advisory Services's CBRE Position: Q2 2026 in Review

Keating Financial Advisory Services increased its CBRE Group (CBRE) stake by 47% in Q2 2026, buying an estimated $11.7K and bringing the position to 264 shares worth $35.6K. The position accounts for ﹤0.01% of the portfolio, ranked #780.

Keating Financial Advisory Services first reported a position in CBRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $35.7K in Q4 2025. 1,069 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Keating Financial Advisory Services held 264 shares of CBRE Group worth $35.6K as of Q2 2026.
  • Keating Financial Advisory Services bought 85 CBRE Group shares in Q2 2026, an estimated $11.7K.
  • CBRE Group made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #780 holding.
  • Keating Financial Advisory Services first reported a position in CBRE Group in Q4 2025 and has held it in 3 quarters since.
  • Keating Financial Advisory Services's CBRE Group position peaked at $35.7K in Q4 2025.
  • 1,069 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.