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Laurel Wealth Advisors (North Carolina)’s CBRE Group CBRE Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
Q1 		– Sell
-680
Closed -$109K – 269
2025
Q4 		$109K Buy
+680
New +$107K 0.01% 241

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State Street
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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 $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s CBRE Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of CBRE Group (CBRE) in Q1 2026, closing a stake of 680 shares — an estimated $109K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in CBRE in Q4 2025 and held it in 1 quarter. The position peaked at $109K in Q4 2025. 1,079 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining CBRE Group position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 680 CBRE Group shares in Q1 2026, an estimated $109K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in CBRE Group in Q4 2025 and held it in 1 quarter.
  • Laurel Wealth Advisors (North Carolina)'s CBRE Group position peaked at $109K in Q4 2025.
  • 1,079 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.