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Legacy Financial Independent Advisors’s CBRE Group CBRE Stock Holding History

Legacy Financial Independent 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
Q2 		– Sell
-2,272
Closed -$308K – 125
2026
Q1 		$308K Buy
+2,272
New +$345K 0.16% 90

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

Legacy Financial Independent Advisors's CBRE Position: Q2 2026 in Review

Legacy Financial Independent Advisors sold out of CBRE Group (CBRE) in Q2 2026, closing a stake of 2,272 shares — an estimated $308K sold.

Legacy Financial Independent Advisors first reported a position in CBRE in Q1 2026 and held it in 1 quarter. The position peaked at $308K in Q1 2026. 1,068 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Legacy Financial Independent Advisors reported no remaining CBRE Group position as of Q2 2026 after selling out during the quarter.
  • Legacy Financial Independent Advisors sold 2,272 CBRE Group shares in Q2 2026, an estimated $308K.
  • Legacy Financial Independent Advisors first reported a position in CBRE Group in Q1 2026 and held it in 1 quarter.
  • Legacy Financial Independent Advisors's CBRE Group position peaked at $308K in Q1 2026.
  • 1,068 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Legacy Financial Independent Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.