PCS
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Personal CFO Solutions’s CBRE Group CBRE Stock Holding History

Personal CFO Solutions’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 		$2.28M Buy
16,925
+105
+0.6% +$14.5K 0.33% 48
2026
Q1 		$2.28M Sell
16,820
-346
-2% -$52.6K 0.32% 50
2025
Q4 		$2.76M Sell
17,166
-218
-1% -$34.3K 0.44% 36
2025
Q3 		$2.74M Sell
17,384
-52
-0.3% -$8.04K 0.48% 33
2025
Q2 		$2.44M Sell
17,436
-110
-0.6% -$13.9K 0.45% 38
2025
Q1 		$2.29M Sell
17,546
-1,549
-8% -$210K 0.47% 38
2024
Q4 		$2.51M Buy
19,095
+1,657
+10% +$217K 0.49% 37
2024
Q3 		$2.17M Buy
17,438
+57
+0.3% +$6.21K 0.3% 65
2024
Q2 		$1.55M Sell
17,381
-96
-0.5% -$8.52K 0.24% 79
2024
Q1 		$1.7M Buy
17,477
+19
+0.1% +$1.71K 0.27% 75
2023
Q4 		$1.63M Buy
+17,458
New +$1.36M 0.28% 67
2022
Q2 		– Sell
-2,569
Closed -$235K – 444
2022
Q1 		$235K Buy
2,569
+146
+6% +$14.2K 0.05% 397
2021
Q4 		$263K Buy
+2,423
New +$248K 0.05% 363

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

Personal CFO Solutions's CBRE Position: Q2 2026 in Review

Personal CFO Solutions increased its CBRE Group (CBRE) stake by 0.62% in Q2 2026, buying an estimated $14.5K and bringing the position to 16,925 shares worth $2.28M. The position accounts for 0.33% of the portfolio, ranked #48.

Personal CFO Solutions first reported a position in CBRE in Q4 2021 and has held it in 13 quarters since. The position peaked at $2.76M in Q4 2025. 1,073 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Personal CFO Solutions held 16,925 shares of CBRE Group worth $2.28M as of Q2 2026.
  • Personal CFO Solutions bought 105 CBRE Group shares in Q2 2026, an estimated $14.5K.
  • CBRE Group made up 0.33% of Personal CFO Solutions's portfolio in Q2 2026, its #48 holding.
  • Personal CFO Solutions first reported a position in CBRE Group in Q4 2021 and has held it in 13 quarters since.
  • Personal CFO Solutions's CBRE Group position peaked at $2.76M in Q4 2025.
  • 1,073 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.