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Larson Financial Group’s CBRE Group CBRE Stock Holding History

Larson Financial Group’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 		$120K Sell
888
-116
-12% -$16K ﹤0.01% 1087
2026
Q1 		$136K Buy
1,004
+77
+8% +$11.7K ﹤0.01% 859
2025
Q4 		$149K Buy
927
+149
+19% +$23.4K 0.01% 789
2025
Q3 		$123K Buy
778
+77
+11% +$11.9K ﹤0.01% 836
2025
Q2 		$98.2K Buy
701
+305
+77% +$38.6K ﹤0.01% 853
2025
Q1 		$51.8K Buy
396
+69
+21% +$9.38K ﹤0.01% 1017
2024
Q4 		$42.9K Buy
327
+281
+611% +$36.8K ﹤0.01% 949
2024
Q3 		$5.73K Buy
+46
New +$5.01K ﹤0.01% 1645
2023
Q4 		– Sell
-10
Closed -$739 – 1815
2023
Q3 		$739 Buy
+10
New +$829 ﹤0.01% 1538

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

Larson Financial Group's CBRE Position: Q2 2026 in Review

Larson Financial Group reduced its CBRE Group (CBRE) stake by 12% in Q2 2026, selling an estimated $16K and leaving 888 shares worth $120K. The position accounts for ﹤0.01% of the portfolio, ranked #1087.

Larson Financial Group first reported a position in CBRE in Q3 2023 and has held it in 9 quarters since. The position peaked at $149K in Q4 2025. 1,069 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Larson Financial Group held 888 shares of CBRE Group worth $120K as of Q2 2026.
  • Larson Financial Group sold 116 CBRE Group shares in Q2 2026, an estimated $16K.
  • CBRE Group made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1087 holding.
  • Larson Financial Group first reported a position in CBRE Group in Q3 2023 and has held it in 9 quarters since.
  • Larson Financial Group's CBRE Group position peaked at $149K in Q4 2025.
  • 1,069 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

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