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Pinnacle Wealth Planning Services’s CBRE Group CBRE Stock Holding History

Pinnacle Wealth Planning Services’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 		$363K Buy
2,693
+89
+3% +$12.3K 0.03% 304
2026
Q1 		$353K Sell
2,604
-92
-3% -$14K 0.04% 288
2025
Q4 		$433K Buy
2,696
+29
+1% +$4.56K 0.05% 233
2025
Q3 		$420K Buy
2,667
+34
+1% +$5.26K 0.05% 249
2025
Q2 		$369K Buy
2,633
+564
+27% +$71.3K 0.05% 252
2025
Q1 		$271K Buy
2,069
+30
+1% +$4.08K 0.04% 284
2024
Q4 		$268K Sell
2,039
-279
-12% -$36.5K 0.04% 281
2024
Q3 		$289K Buy
+2,318
New +$253K 0.04% 317
2022
Q1 		– Sell
-1,973
Closed -$214K – 439
2021
Q4 		$214K Buy
+1,973
New +$202K 0.04% 348
2021
Q1 		– Sell
-1,542
Closed -$97K – 612
2020
Q4 		$97K Buy
+1,542
New +$87.1K 0.02% 476

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

Pinnacle Wealth Planning Services's CBRE Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its CBRE Group (CBRE) stake by 3.4% in Q2 2026, buying an estimated $12.3K and bringing the position to 2,693 shares worth $363K. The position accounts for 0.03% of the portfolio, ranked #304.

Pinnacle Wealth Planning Services first reported a position in CBRE in Q4 2020 and has held it in 10 quarters since. The position peaked at $433K in Q4 2025. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,693 shares of CBRE Group worth $363K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 89 CBRE Group shares in Q2 2026, an estimated $12.3K.
  • CBRE Group made up 0.03% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #304 holding.
  • Pinnacle Wealth Planning Services first reported a position in CBRE Group in Q4 2020 and has held it in 10 quarters since.
  • Pinnacle Wealth Planning Services's CBRE Group position peaked at $433K in Q4 2025.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.