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Loring Wolcott & Coolidge Fiduciary Advisors’s CBRE Group CBRE Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
-3,130
Closed -$442K – 567
2026
Q1 		$442K Hold
3,130
– – ﹤0.01% 247
2025
Q4 		$530K Hold
3,130
– – ﹤0.01% 235
2025
Q3 		$514K Buy
+3,130
New +$484K ﹤0.01% 240

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Principal Financial Group
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's CBRE Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of CBRE Group (CBRE) in Q2 2026, closing a stake of 3,130 shares — an estimated $442K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CBRE in Q3 2025 and held it in 3 quarters. The position peaked at $530K in Q4 2025. 760 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining CBRE Group position as of Q2 2026 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 3,130 CBRE Group shares in Q2 2026, an estimated $442K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CBRE Group in Q3 2025 and held it in 3 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's CBRE Group position peaked at $530K in Q4 2025.
  • 760 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.