Patriot Financial Group Insurance Agency’s CBRE Group CBRE Stock Holding History

Patriot Financial Group Insurance Agency’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	–	Sell	-1,610	Closed	-$218K	–	513
2026 Q1	$218K	Buy	+1,610	New	+$245K	0.01%	646
2022 Q3	–	Sell	-645	Closed	-$47K	–	629
2022 Q2	$47K	Sell	645 -222	-26%	-$17.9K	0.01%	749
2022 Q1	$79K	Sell	867 -36	-4%	-$3.51K	0.01%	649
2021 Q4	$98K	Hold	903	–	–	0.02%	660
2021 Q3	$88K	Buy	903 +152	+20%	+$14.1K	0.02%	693
2021 Q2	$64K	Hold	751	–	–	0.01%	761
2021 Q1	$59K	Sell	751 -2	-0.3%	-$141	0.01%	718
2020 Q4	$47K	Hold	753	–	–	0.01%	704
2020 Q3	$35K	Hold	753	–	–	0.01%	624
2020 Q2	$34K	Sell	753 -56	-7%	-$2.42K	0.01%	595
2020 Q1	$31K	Buy	809 +739	+1,056%	+$40.8K	0.01%	553
2019 Q4	$4K	Buy	+70	New	+$3.88K	﹤0.01%	1000

Other funds holding CBRE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CBRE Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of CBRE Group (CBRE) in Q2 2026, closing a stake of 1,610 shares — an estimated $218K sold.

Patriot Financial Group Insurance Agency first reported a position in CBRE in Q4 2019 and held it in 12 quarters. The position peaked at $218K in Q1 2026. 1,077 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

Patriot Financial Group Insurance Agency reported no remaining CBRE Group position as of Q2 2026 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 1,610 CBRE Group shares in Q2 2026, an estimated $218K.
Patriot Financial Group Insurance Agency first reported a position in CBRE Group in Q4 2019 and held it in 12 quarters.
Patriot Financial Group Insurance Agency's CBRE Group position peaked at $218K in Q1 2026.
1,077 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.