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Meridian Financial Partners’s CBRE Group CBRE Stock Holding History

Meridian Financial Partners’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 		$213K Hold
1,507
– – 0.07% 118
2026
Q1 		$208K Sell
1,507
-40
-3% -$6.08K 0.08% 114
2025
Q4 		$263K Sell
1,547
-1
-0.1% -$157 0.1% 97
2025
Q3 		$235K Buy
1,548
+1
+0.1% +$155 0.1% 101
2025
Q2 		$217K Sell
1,547
-103
-6% -$13K 0.1% 100
2025
Q1 		$216K Sell
1,650
-150
-8% -$20.4K 0.11% 100
2024
Q4 		$236K Hold
1,800
– – 0.12% 89
2024
Q3 		$224K Buy
+1,800
New +$196K 0.11% 95

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

Meridian Financial Partners's CBRE Position: Q2 2026 in Review

Meridian Financial Partners held its CBRE Group (CBRE) position steady in Q2 2026 at 1,507 shares worth $213K. The position accounts for 0.07% of the portfolio, ranked #118.

Meridian Financial Partners first reported a position in CBRE in Q3 2024 and has held it in 8 quarters since. The position peaked at $263K in Q4 2025. 1,072 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Meridian Financial Partners held 1,507 shares of CBRE Group worth $213K as of Q2 2026.
  • Meridian Financial Partners left its CBRE Group share count unchanged in Q2 2026.
  • CBRE Group made up 0.07% of Meridian Financial Partners's portfolio in Q2 2026, its #118 holding.
  • Meridian Financial Partners first reported a position in CBRE Group in Q3 2024 and has held it in 8 quarters since.
  • Meridian Financial Partners's CBRE Group position peaked at $263K in Q4 2025.
  • 1,072 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Meridian Financial Partners's 13F filing for Q2 2026, filed 24 Jul 2026.