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Triune Financial Partners’s CBRE Group CBRE Stock Holding History

Triune 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
Q1 		– Sell
-1,398
Closed -$238K – 48
2025
Q4 		$238K Sell
1,398
-191
-12% -$30K 0.06% 42
2025
Q3 		$250K Hold
1,589
– – 0.06% 36
2025
Q2 		$223K Buy
1,589
+3
+0.2% +$379 0.06% 35
2025
Q1 		$207K Buy
1,586
+1
+0.1% +$136 0.07% 34
2024
Q4 		$208K Buy
+1,585
New +$208K 0.07% 31

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VPM
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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Triune Financial Partners's CBRE Position: Q1 2026 in Review

Triune Financial Partners sold out of CBRE Group (CBRE) in Q1 2026, closing a stake of 1,398 shares — an estimated $238K sold.

Triune Financial Partners first reported a position in CBRE in Q4 2024 and held it in 5 quarters. The position peaked at $250K in Q3 2025. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q1 2026.

  • Triune Financial Partners reported no remaining CBRE Group position as of Q1 2026 after selling out during the quarter.
  • Triune Financial Partners sold 1,398 CBRE Group shares in Q1 2026, an estimated $238K.
  • Triune Financial Partners first reported a position in CBRE Group in Q4 2024 and held it in 5 quarters.
  • Triune Financial Partners's CBRE Group position peaked at $250K in Q3 2025.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q1 2026.

Based on Triune Financial Partners's 13F filing for Q1 2026, filed 30 Apr 2026.