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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
Q2 		$1.52M Sell
11,295
-27
-0.2% -$3.72K 0.98% 17
2026
Q1 		$1.53M Buy
+11,322
New +$1.72M 1.03% 16

Other funds holding CBRE

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Vanguard Portfolio Management
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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

Rockbridge Capital Management's CBRE Position: Q2 2026 in Review

Rockbridge Capital Management reduced its CBRE Group (CBRE) stake by 0.24% in Q2 2026, selling an estimated $3.72K and leaving 11,295 shares worth $1.52M. The position accounts for 0.98% of the portfolio, ranked #17.

Rockbridge Capital Management first reported a position in CBRE in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.53M in Q1 2026. 1,075 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Rockbridge Capital Management held 11,295 shares of CBRE Group worth $1.52M as of Q2 2026.
  • Rockbridge Capital Management sold 27 CBRE Group shares in Q2 2026, an estimated $3.72K.
  • CBRE Group made up 0.98% of Rockbridge Capital Management's portfolio in Q2 2026, its #17 holding.
  • Rockbridge Capital Management first reported a position in CBRE Group in Q1 2026 and has held it in 2 quarters since.
  • Rockbridge Capital Management's CBRE Group position peaked at $1.53M in Q1 2026.
  • 1,075 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Rockbridge Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.