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Root Financial Partners’s CBRE Group CBRE Stock Holding History

Root Financial Partners’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 		– Sell
-562
Closed -$76.1K – 872
2026
Q1 		$76.1K Buy
562
+79
+16% +$12K ﹤0.01% 688
2025
Q4 		$77.7K Buy
483
+74
+18% +$11.6K ﹤0.01% 552
2025
Q3 		$64.4K Buy
+409
New +$63.3K ﹤0.01% 578

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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

Root Financial Partners's CBRE Position: Q2 2026 in Review

Root Financial Partners sold out of CBRE Group (CBRE) in Q2 2026, closing a stake of 562 shares — an estimated $76.1K sold.

Root Financial Partners first reported a position in CBRE in Q3 2025 and held it in 3 quarters. The position peaked at $77.7K in Q4 2025. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Root Financial Partners reported no remaining CBRE Group position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 562 CBRE Group shares in Q2 2026, an estimated $76.1K.
  • Root Financial Partners first reported a position in CBRE Group in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's CBRE Group position peaked at $77.7K in Q4 2025.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.