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Oakworth Capital’s CBRE Group CBRE Stock Holding History

Oakworth Capital’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 		$19.3K Hold
143
– – ﹤0.01% 611
2026
Q1 		$19.4K Hold
143
– – ﹤0.01% 583
2025
Q4 		$23K Buy
+143
New +$22.5K ﹤0.01% 552
2025
Q2 		– Sell
-14
Closed -$1.83K – 651
2025
Q1 		$1.83K Buy
+14
New +$1.9K ﹤0.01% 625
2019
Q3 		– Sell
-95
Closed -$5K – 576
2019
Q2 		$5K Hold
95
– – ﹤0.01% 531
2019
Q1 		$5K Hold
95
– – ﹤0.01% 499
2018
Q4 		$4K Hold
95
– – ﹤0.01% 501
2018
Q3 		$4K Hold
95
– – ﹤0.01% 530
2018
Q2 		$5K Hold
95
– – ﹤0.01% 527
2018
Q1 		$4K Buy
+95
New +$4.33K ﹤0.01% 522

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 $3.38T AUM 44.17% 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

Oakworth Capital's CBRE Position: Q2 2026 in Review

Oakworth Capital held its CBRE Group (CBRE) position steady in Q2 2026 at 143 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #611.

Oakworth Capital first reported a position in CBRE in Q1 2018 and has held it in 10 quarters since. The position peaked at $23K in Q4 2025. 1,077 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Oakworth Capital held 143 shares of CBRE Group worth $19.3K as of Q2 2026.
  • Oakworth Capital left its CBRE Group share count unchanged in Q2 2026.
  • CBRE Group made up ﹤0.01% of Oakworth Capital's portfolio in Q2 2026, its #611 holding.
  • Oakworth Capital first reported a position in CBRE Group in Q1 2018 and has held it in 10 quarters since.
  • Oakworth Capital's CBRE Group position peaked at $23K in Q4 2025.
  • 1,077 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.