Provenance Wealth Advisors’s CBRE Group CBRE Stock Holding History

Provenance Wealth Advisors’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	$673	Buy	+5	New	+$689	﹤0.01%	549

Other funds holding CBRE

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Milford Funds Auckland $6.14B AUM

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Provenance Wealth Advisors's CBRE Position: Q2 2026 in Review

Provenance Wealth Advisors opened a new position in CBRE Group (CBRE) in Q2 2026: 5 shares worth $673. The stake represents ﹤0.01% of the portfolio and ranks #549 among its holdings.

352 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

Provenance Wealth Advisors held 5 shares of CBRE Group worth $673 as of Q2 2026.
CBRE Group was a new Provenance Wealth Advisors position in Q2 2026.
CBRE Group made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #549 holding.
352 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.