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Mascoma Wealth Management’s CBRE Group CBRE Stock Holding History

Mascoma Wealth Management’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 		$1.89K Hold
14
– – ﹤0.01% 459
2026
Q1 		$1.9K Buy
14
+5
+56% +$760 ﹤0.01% 431
2025
Q4 		$1.45K Buy
+9
New +$1.42K ﹤0.01% 434

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

Mascoma Wealth Management's CBRE Position: Q2 2026 in Review

Mascoma Wealth Management held its CBRE Group (CBRE) position steady in Q2 2026 at 14 shares worth $1.89K. The position accounts for ﹤0.01% of the portfolio, ranked #459.

Mascoma Wealth Management first reported a position in CBRE in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.9K in Q1 2026. 1,069 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Mascoma Wealth Management held 14 shares of CBRE Group worth $1.89K as of Q2 2026.
  • Mascoma Wealth Management left its CBRE Group share count unchanged in Q2 2026.
  • CBRE Group made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #459 holding.
  • Mascoma Wealth Management first reported a position in CBRE Group in Q4 2025 and has held it in 3 quarters since.
  • Mascoma Wealth Management's CBRE Group position peaked at $1.9K in Q1 2026.
  • 1,069 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.