Position in CWK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$348,461
+$148,305 QoQ
Shares Held
26,024
+59.4% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#169
of 308 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 31%
Shared 0%
None 69%
Common Shares in CWK Over Time
Shares Held
Position Value (USD)
Position in Real Estate Services
Real Estate · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $3,451,747 across 3 Real Estate Services names. CWK ranks #3 (10.1% of the industry book) .
All Filings in CWK
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $348,461 | 26,024 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $200,156 | 16,326 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $237,604 | 14,676 | Shares | Defined | 2026-01-22 | |
| No filing history on record for this holder in this stock. | ||||||