UFPG
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United Financial Planning Group’s CBRE Group CBRE Stock Holding History

United Financial Planning Group’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 		$4.98K Hold
37
– – ﹤0.01% 370
2026
Q1 		$5.01K Buy
+37
New +$5.62K ﹤0.01% 320

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

United Financial Planning Group's CBRE Position: Q2 2026 in Review

United Financial Planning Group held its CBRE Group (CBRE) position steady in Q2 2026 at 37 shares worth $4.98K. The position accounts for ﹤0.01% of the portfolio, ranked #370.

United Financial Planning Group first reported a position in CBRE in Q1 2026 and has held it in 2 quarters since. The position peaked at $5.01K in Q1 2026. 1,069 funds tracked by Wall St. Rank hold CBRE as of Q2 2026.

  • United Financial Planning Group held 37 shares of CBRE Group worth $4.98K as of Q2 2026.
  • United Financial Planning Group left its CBRE Group share count unchanged in Q2 2026.
  • CBRE Group made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #370 holding.
  • United Financial Planning Group first reported a position in CBRE Group in Q1 2026 and has held it in 2 quarters since.
  • United Financial Planning Group's CBRE Group position peaked at $5.01K in Q1 2026.
  • 1,069 funds tracked by Wall St. Rank held CBRE Group as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.