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Old Point Trust & Financial Services N A’s CBRE Group CBRE Stock Holding History

Old Point Trust & Financial Services N A’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 		$1.44M Buy
10,688
+1,866
+21% +$257K 0.44% 59
2026
Q1 		$1.2M Buy
8,822
+2,234
+34% +$339K 0.38% 64
2025
Q4 		$1.06M Buy
6,588
+780
+13% +$123K 0.33% 65
2025
Q3 		$915K Buy
5,808
+1,425
+33% +$220K 0.3% 73
2025
Q2 		$614K Buy
4,383
+500
+13% +$63.2K 0.21% 84
2025
Q1 		$508K Hold
3,883
– – 0.18% 90
2024
Q4 		$510K Sell
3,883
-450
-10% -$58.9K 0.18% 83
2024
Q3 		$539K Hold
4,333
– – 0.19% 77
2024
Q2 		$386K Buy
4,333
+984
+29% +$87.3K 0.15% 85
2024
Q1 		$326K Buy
+3,349
New +$301K 0.12% 93

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

Old Point Trust & Financial Services N A's CBRE Position: Q2 2026 in Review

Old Point Trust & Financial Services N A increased its CBRE Group (CBRE) stake by 21% in Q2 2026, buying an estimated $257K and bringing the position to 10,688 shares worth $1.44M. The position accounts for 0.44% of the portfolio, ranked #59.

Old Point Trust & Financial Services N A first reported a position in CBRE in Q1 2024 and has held it in 10 quarters since. 1,069 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Old Point Trust & Financial Services N A held 10,688 shares of CBRE Group worth $1.44M as of Q2 2026.
  • Old Point Trust & Financial Services N A bought 1,866 CBRE Group shares in Q2 2026, an estimated $257K.
  • CBRE Group made up 0.44% of Old Point Trust & Financial Services N A's portfolio in Q2 2026, its #59 holding.
  • Old Point Trust & Financial Services N A first reported a position in CBRE Group in Q1 2024 and has held it in 10 quarters since.
  • 1,069 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Old Point Trust & Financial Services N A's 13F filing for Q2 2026, filed 30 Jul 2026.