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Union Savings Bank’s CBRE Group CBRE Stock Holding History

Union Savings 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 		$151K Sell
1,123
-60
-5% -$8.27K 0.06% 149
2026
Q1 		$160K Buy
1,183
+104
+10% +$15.8K 0.07% 141
2025
Q4 		$173K Buy
+1,079
New +$170K 0.08% 136
2025
Q2 		$135K Sell
868
-34
-4% -$4.3K 0.06% 152
2025
Q1 		$118K Buy
+902
New +$123K 0.06% 161

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

Union Savings Bank's CBRE Position: Q2 2026 in Review

Union Savings Bank reduced its CBRE Group (CBRE) stake by 5.1% in Q2 2026, selling an estimated $8.27K and leaving 1,123 shares worth $151K. The position accounts for 0.06% of the portfolio, ranked #149.

Union Savings Bank first reported a position in CBRE in Q1 2025 and has held it in 5 quarters since. The position peaked at $173K in Q4 2025. 1,074 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • Union Savings Bank held 1,123 shares of CBRE Group worth $151K as of Q2 2026.
  • Union Savings Bank sold 60 CBRE Group shares in Q2 2026, an estimated $8.27K.
  • CBRE Group made up 0.06% of Union Savings Bank's portfolio in Q2 2026, its #149 holding.
  • Union Savings Bank first reported a position in CBRE Group in Q1 2025 and has held it in 5 quarters since.
  • Union Savings Bank's CBRE Group position peaked at $173K in Q4 2025.
  • 1,074 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.