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Rockbridge Capital Management’s CBRE Group CBRE Stock Holding History

Rockbridge Capital Management’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
Q1 		$1.53M Buy
+11,322
New +$1.72M 1.03% 16

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VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Rockbridge Capital Management's CBRE Position: Q1 2026 in Review

Rockbridge Capital Management opened a new position in CBRE Group (CBRE) in Q1 2026: 11,322 shares worth $1.53M. The stake represents 1.03% of the portfolio and ranks #16 among its holdings.

1,076 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • Rockbridge Capital Management held 11,322 shares of CBRE Group worth $1.53M as of Q1 2026.
  • CBRE Group was a new Rockbridge Capital Management position in Q1 2026.
  • CBRE Group made up 1.03% of Rockbridge Capital Management's portfolio in Q1 2026, its #16 holding.
  • 1,076 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Rockbridge Capital Management's 13F filing for Q1 2026, filed 15 May 2026.