MFG
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Merit Financial Group’s CBRE Group CBRE Stock Holding History

Merit 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 		$1.98M Buy
14,700
+4,221
+40% +$582K 0.01% 758
2026
Q1 		$1.42M Buy
10,479
+383
+4% +$58.2K 0.01% 830
2025
Q4 		$1.62M Sell
10,096
-147
-1% -$23.1K 0.01% 723
2025
Q3 		$1.61M Sell
10,243
-102
-1% -$15.8K 0.01% 652
2025
Q2 		$1.45M Buy
10,345
+6,786
+191% +$858K 0.02% 635
2025
Q1 		$465K Buy
3,559
+1,609
+83% +$219K 0.01% 967
2024
Q4 		$256K Buy
+1,950
New +$255K ﹤0.01% 989

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

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

Merit Financial Group increased its CBRE Group (CBRE) stake by 40% in Q2 2026, buying an estimated $582K and bringing the position to 14,700 shares worth $1.98M. The position accounts for 0.01% of the portfolio, ranked #758.

Merit Financial Group first reported a position in CBRE in Q4 2024 and has held it in 7 quarters since. 1,069 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Merit Financial Group held 14,700 shares of CBRE Group worth $1.98M as of Q2 2026.
  • Merit Financial Group bought 4,221 CBRE Group shares in Q2 2026, an estimated $582K.
  • CBRE Group made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #758 holding.
  • Merit Financial Group first reported a position in CBRE Group in Q4 2024 and has held it in 7 quarters since.
  • 1,069 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.