Security National Bank’s CBRE Group CBRE Stock Holding History

Security National Bank’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	-17	Closed	-$2.3K	–	400
2026 Q1	$2.3K	Buy	+17	New	+$2.58K	﹤0.01%	375

Other funds holding CBRE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Security National Bank's CBRE Position: Q2 2026 in Review

Security National Bank sold out of CBRE Group (CBRE) in Q2 2026, closing a stake of 17 shares — an estimated $2.3K sold.

Security National Bank first reported a position in CBRE in Q1 2026 and held it in 1 quarter. The position peaked at $2.3K in Q1 2026. 1,069 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

Security National Bank reported no remaining CBRE Group position as of Q2 2026 after selling out during the quarter.
Security National Bank sold 17 CBRE Group shares in Q2 2026, an estimated $2.3K.
Security National Bank first reported a position in CBRE Group in Q1 2026 and held it in 1 quarter.
Security National Bank's CBRE Group position peaked at $2.3K in Q1 2026.
1,069 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.