Advisory Research’s CME Group CME Stock Holding History

Advisory Research’s Portfolio CME Stock Details CME Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$19.1M	Buy	64,632 +2,230	+4%	+$662K	2.35%	14
2025 Q4	$17M	Buy	62,402 +1,305	+2%	+$355K	2.14%	15
2025 Q3	$16.5M	Buy	61,097 +9,861	+19%	+$2.68M	2.17%	15
2025 Q2	$14.1M	Buy	51,236 +12,405	+32%	+$3.37M	2.17%	15
2025 Q1	$10.3M	Buy	38,831 +7,460	+24%	+$1.84M	1.82%	20
2024 Q4	$7.29M	Sell	31,371 -178	-0.6%	-$40.9K	1.21%	29
2024 Q3	$6.96M	Buy	+31,549	New	+$6.53M	1.24%	28
2023 Q4	–	Sell	-1,343	Closed	-$269K	–	363
2023 Q3	$269K	Sell	1,343 -55	-4%	-$10.9K	0.04%	393
2023 Q2	$259K	Buy	+1,398	New	+$258K	0.03%	401
2020 Q3	–	Sell	-3,110	Closed	-$505K	–	309
2020 Q2	$505K	Buy	+3,110	New	+$557K	0.04%	238
2014 Q2	–	Sell	-934	Closed	-$69K	–	392
2014 Q1	$69K	Buy	+934	New	+$70.5K	﹤0.01%	549

Other funds holding CME

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Advisory Research's CME Position: Q1 2026 in Review

Advisory Research increased its CME Group (CME) stake by 3.6% in Q1 2026, buying an estimated $662K and bringing the position to 64,632 shares worth $19.1M. The position accounts for 2.35% of the portfolio, ranked #14.

Advisory Research first reported a position in CME in Q1 2014 and has held it in 11 quarters since. 1,790 funds tracked by Wall St. Rank hold CME as of Q1 2026.

Advisory Research held 64,632 shares of CME Group worth $19.1M as of Q1 2026.
Advisory Research bought 2,230 CME Group shares in Q1 2026, an estimated $662K.
CME Group made up 2.35% of Advisory Research's portfolio in Q1 2026, its #14 holding.
Advisory Research first reported a position in CME Group in Q1 2014 and has held it in 11 quarters since.
1,790 funds tracked by Wall St. Rank held CME Group as of Q1 2026.

Based on Advisory Research's 13F filing for Q1 2026, filed 14 May 2026.