Legacy Financial Advisors’s CBRE Group CBRE Stock Holding History

Legacy Financial Advisors’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	$556K	Sell	4,107 -607	-13%	-$92.2K	0.08%	218
2025 Q4	$758K	Sell	4,714 -434	-8%	-$68.2K	0.1%	163
2025 Q3	$811K	Sell	5,148 -516	-9%	-$79.8K	0.11%	170
2025 Q2	$794K	Buy	5,664 +4,029	+246%	+$509K	0.12%	143
2025 Q1	$214K	Buy	+1,635	New	+$222K	0.04%	340
2019 Q2	–	Sell	-13	Closed	-$1K	–	240
2019 Q1	$1K	Hold	13	–	–	﹤0.01%	952
2018 Q4	$1K	Hold	13	–	–	﹤0.01%	881
2018 Q3	$0	Hold	13	–	–	﹤0.01%	891
2018 Q2	$1K	Hold	13	–	–	﹤0.01%	853
2018 Q1	$0	Hold	13	–	–	﹤0.01%	824
2017 Q4	$0	Buy	+13	New	+$539	﹤0.01%	817

Other funds holding CBRE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Legacy Financial Advisors's CBRE Position: Q1 2026 in Review

Legacy Financial Advisors reduced its CBRE Group (CBRE) stake by 13% in Q1 2026, selling an estimated $92.2K and leaving 4,107 shares worth $556K. The position accounts for 0.08% of the portfolio, ranked #218.

Legacy Financial Advisors first reported a position in CBRE in Q4 2017 and has held it in 11 quarters since. The position peaked at $811K in Q3 2025. 1,076 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

Legacy Financial Advisors held 4,107 shares of CBRE Group worth $556K as of Q1 2026.
Legacy Financial Advisors sold 607 CBRE Group shares in Q1 2026, an estimated $92.2K.
CBRE Group made up 0.08% of Legacy Financial Advisors's portfolio in Q1 2026, its #218 holding.
Legacy Financial Advisors first reported a position in CBRE Group in Q4 2017 and has held it in 11 quarters since.
Legacy Financial Advisors's CBRE Group position peaked at $811K in Q3 2025.
1,076 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.