MFG
CBRE icon

Menard Financial Group’s CBRE Group CBRE Stock Holding History

Menard Financial Group’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 		$537K Sell
3,988
-649
-14% -$89.4K 0.29% 56
2026
Q1 		$628K Buy
4,637
+37
+0.8% +$5.62K 0.44% 50
2025
Q4 		$740K Sell
4,600
-2
-0% -$314 0.51% 45
2025
Q3 		$725K Buy
4,602
+36
+0.8% +$5.57K 0.49% 46
2025
Q2 		$640K Sell
4,566
-149
-3% -$18.8K 0.38% 51
2025
Q1 		$584K Buy
4,715
+48
+1% +$6.52K 0.38% 52
2024
Q4 		$613K Buy
4,667
+18
+0.4% +$2.36K 0.37% 61
2024
Q3 		$579K Buy
4,649
+44
+1% +$4.8K 0.38% 64
2024
Q2 		$410K Buy
4,605
+2
+0% +$177 0.29% 80
2024
Q1 		$448K Buy
4,603
+968
+27% +$86.9K 0.38% 64
2023
Q4 		$338K Buy
3,635
+148
+4% +$11.5K 0.42% 54
2023
Q3 		$258K Buy
+3,487
New +$289K 0.37% 61
2022
Q4 		– Sell
-5,156
Closed -$348K – 75
2022
Q3 		$348K Buy
5,156
+133
+3% +$10.5K 0.63% 48
2022
Q2 		$370K Sell
5,023
-59
-1% -$4.75K 0.61% 51
2022
Q1 		$465K Sell
5,082
-163
-3% -$15.9K 0.46% 69
2021
Q4 		$569K Sell
5,245
-375
-7% -$38.4K 0.47% 56
2021
Q3 		$547K Buy
5,620
+385
+7% +$35.8K 0.48% 53
2021
Q2 		$449K Buy
5,235
+881
+20% +$75.2K 0.43% 66
2021
Q1 		$344K Sell
4,354
-656
-13% -$46.4K 0.37% 79
2020
Q4 		$314K Sell
5,010
-43
-0.9% -$2.43K 0.34% 93
2020
Q3 		$237K Buy
+5,053
New +$231K 0.27% 119

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

Menard Financial Group's CBRE Position: Q2 2026 in Review

Menard Financial Group reduced its CBRE Group (CBRE) stake by 14% in Q2 2026, selling an estimated $89.4K and leaving 3,988 shares worth $537K. The position accounts for 0.29% of the portfolio, ranked #56.

Menard Financial Group first reported a position in CBRE in Q3 2020 and has held it in 21 quarters since. The position peaked at $740K in Q4 2025. 1,069 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Menard Financial Group held 3,988 shares of CBRE Group worth $537K as of Q2 2026.
  • Menard Financial Group sold 649 CBRE Group shares in Q2 2026, an estimated $89.4K.
  • CBRE Group made up 0.29% of Menard Financial Group's portfolio in Q2 2026, its #56 holding.
  • Menard Financial Group first reported a position in CBRE Group in Q3 2020 and has held it in 21 quarters since.
  • Menard Financial Group's CBRE Group position peaked at $740K in Q4 2025.
  • 1,069 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Menard Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.