SFS
CBRE icon

Sowell Financial Services’s CBRE Group CBRE Stock Holding History

Sowell Financial Services’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 		$242K Sell
1,800
-103
-5% -$14.2K 0.01% 973
2026
Q1 		$258K Sell
1,903
-10
-0.5% -$1.52K 0.01% 897
2025
Q4 		$308K Buy
1,913
+22
+1% +$3.46K 0.01% 822
2025
Q3 		$298K Sell
1,891
-106
-5% -$16.4K 0.01% 813
2025
Q2 		$280K Buy
1,997
+39
+2% +$4.93K 0.01% 817
2025
Q1 		$256K Buy
+1,958
New +$266K 0.01% 834
2023
Q2 		– Sell
-3,834
Closed -$279K – 592
2023
Q1 		$279K Buy
+3,834
New +$313K 0.02% 583
2021
Q2 		– Sell
-2,731
Closed -$233K – 867
2021
Q1 		$233K Buy
2,731
+1,897
+227% +$134K 0.01% 968
2020
Q4 		$52K Buy
834
+821
+6,315% +$46.4K ﹤0.01% 1377
2020
Q3 		$1K Hold
13
– – ﹤0.01% 2332
2020
Q2 		$1K Sell
13
-96
-88% -$4.14K ﹤0.01% 2256
2020
Q1 		$4K Buy
109
+87
+395% +$4.81K ﹤0.01% 1874
2019
Q4 		$1K Sell
22
-2
-8% -$111 ﹤0.01% 2304
2019
Q3 		$1K Buy
+24
New +$1.26K ﹤0.01% 2205

Other funds holding CBRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Sowell Financial Services's CBRE Position: Q2 2026 in Review

Sowell Financial Services reduced its CBRE Group (CBRE) stake by 5.4% in Q2 2026, selling an estimated $14.2K and leaving 1,800 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #973.

Sowell Financial Services first reported a position in CBRE in Q3 2019 and has held it in 14 quarters since. The position peaked at $308K in Q4 2025. 1,069 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Sowell Financial Services held 1,800 shares of CBRE Group worth $242K as of Q2 2026.
  • Sowell Financial Services sold 103 CBRE Group shares in Q2 2026, an estimated $14.2K.
  • CBRE Group made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #973 holding.
  • Sowell Financial Services first reported a position in CBRE Group in Q3 2019 and has held it in 14 quarters since.
  • Sowell Financial Services's CBRE Group position peaked at $308K in Q4 2025.
  • 1,069 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.