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Larry Mathis Financial Planning’s CBRE Group CBRE Stock Holding History

Larry Mathis Financial Planning’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 		$327K Sell
2,429
-289
-11% -$39.8K 0.25% 99
2026
Q1 		$368K Sell
2,718
-169
-6% -$25.7K 0.33% 88
2025
Q4 		$464K Buy
+2,887
New +$454K 0.41% 73

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

Larry Mathis Financial Planning's CBRE Position: Q2 2026 in Review

Larry Mathis Financial Planning reduced its CBRE Group (CBRE) stake by 11% in Q2 2026, selling an estimated $39.8K and leaving 2,429 shares worth $327K. The position accounts for 0.25% of the portfolio, ranked #99.

Larry Mathis Financial Planning first reported a position in CBRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $464K in Q4 2025. 1,068 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Larry Mathis Financial Planning held 2,429 shares of CBRE Group worth $327K as of Q2 2026.
  • Larry Mathis Financial Planning sold 289 CBRE Group shares in Q2 2026, an estimated $39.8K.
  • CBRE Group made up 0.25% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #99 holding.
  • Larry Mathis Financial Planning first reported a position in CBRE Group in Q4 2025 and has held it in 3 quarters since.
  • Larry Mathis Financial Planning's CBRE Group position peaked at $464K in Q4 2025.
  • 1,068 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.