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 Q3	$1.03K	Buy	+8	New	+$1.15K	﹤0.01%	953
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

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

SEEDPG

S.E.E.D. Planning Group Binghamton, New York $408M AUM 7.99% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

GSB

Greenfield Savings Bank Greenfield, Massachusetts $264M AUM 27.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SCP

Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

BTWM

Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Toth Financial Advisory's CBRE Position: Q3 2026 in Review

Toth Financial Advisory opened a new position in CBRE Group (CBRE) in Q3 2026: 8 shares worth $1.03K. The stake represents ﹤0.01% of the portfolio and ranks #953 among its holdings. This is a return to the name: Toth Financial Advisory previously reported a position in CBRE as recently as Q1 2026.

Toth Financial Advisory first reported a position in CBRE in Q1 2020 and has held it in 9 quarters since. The position peaked at $8K in Q1 2020. 29 funds tracked by Wall St. Rank hold CBRE as of Q3 2026.

Toth Financial Advisory held 8 shares of CBRE Group worth $1.03K as of Q3 2026.
CBRE Group was a new Toth Financial Advisory position in Q3 2026.
CBRE Group made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #953 holding.
Toth Financial Advisory first reported a position in CBRE Group in Q1 2020 and has held it in 9 quarters since.
Toth Financial Advisory's CBRE Group position peaked at $8K in Q1 2020.
29 funds tracked by Wall St. Rank held CBRE Group as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.