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Toth Financial Advisory’s CBRE Group CBRE Stock Holding History

Toth Financial Advisory’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
-1
Closed -$136 – 890
2026
Q1 		$136 Hold
1
– – ﹤0.01% 889
2025
Q4 		$161 Sell
1
-9
-90% -$1.42K ﹤0.01% 864
2025
Q3 		$1.58K Hold
10
– – ﹤0.01% 714
2025
Q2 		$1.4K Hold
10
– – ﹤0.01% 682
2025
Q1 		$1.31K Hold
10
– – ﹤0.01% 646
2024
Q4 		$1.31K Buy
+10
New +$1.31K ﹤0.01% 634
2023
Q2 		– Sell
-6
Closed -$437 – 793
2023
Q1 		$437 Buy
+6
New +$490 ﹤0.01% 779
2020
Q2 		– Sell
-200
Closed -$8K – 552
2020
Q1 		$8K Buy
+200
New +$11.1K ﹤0.01% 290

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

Toth Financial Advisory's CBRE Position: Q2 2026 in Review

Toth Financial Advisory sold out of CBRE Group (CBRE) in Q2 2026, closing a stake of 1 share — an estimated $136 sold.

Toth Financial Advisory first reported a position in CBRE in Q1 2020 and held it in 8 quarters. The position peaked at $8K in Q1 2020. 1,069 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Toth Financial Advisory reported no remaining CBRE Group position as of Q2 2026 after selling out during the quarter.
  • Toth Financial Advisory sold 1 CBRE Group share in Q2 2026, an estimated $136.
  • Toth Financial Advisory first reported a position in CBRE Group in Q1 2020 and held it in 8 quarters.
  • Toth Financial Advisory's CBRE Group position peaked at $8K in Q1 2020.
  • 1,069 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.