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Beacon Financial Group’s CME Group CME Stock Holding History

Beacon Financial Group’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 		– Sell
-1,173
Closed -$320K – 353
2025
Q4 		$320K Sell
1,173
-146
-11% -$39.7K 0.03% 283
2025
Q3 		$356K Sell
1,319
-36
-3% -$9.79K 0.04% 272
2025
Q2 		$374K Buy
1,355
+36
+3% +$9.79K 0.04% 260
2025
Q1 		$350K Buy
1,319
+61
+5% +$15K 0.04% 260
2024
Q4 		$292K Buy
+1,258
New +$289K 0.03% 286
2017
Q1 		– Sell
-2,350
Closed -$271K – 178
2016
Q4 		$271K Sell
2,350
-29
-1% -$3.23K 0.06% 170
2016
Q3 		$249K Sell
2,379
-2,146
-47% -$224K 0.05% 177
2016
Q2 		$435K Buy
4,525
+38
+0.8% +$3.59K 0.1% 126
2016
Q1 		$428K Sell
4,487
-292
-6% -$26.6K 0.09% 132
2015
Q4 		$437K Buy
4,779
+27
+0.6% +$2.54K 0.1% 123
2015
Q3 		$430K Sell
4,752
-127
-3% -$12.1K 0.11% 120
2015
Q2 		$450K Buy
4,879
+53
+1% +$4.94K 0.1% 118
2015
Q1 		$460K Buy
4,826
+217
+5% +$20.1K 0.1% 107
2014
Q4 		$414K Buy
4,609
+77
+2% +$6.53K 0.09% 122
2014
Q3 		$360K Hold
4,532
– – 0.08% 138
2014
Q2 		$319K Buy
4,532
+20
+0.4% +$1.41K 0.07% 141
2014
Q1 		$333K Buy
4,512
+190
+4% +$14.3K 0.07% 142
2013
Q4 		$339K Buy
4,322
+121
+3% +$9.47K 0.07% 153
2013
Q3 		$314K Buy
+4,201
New +$310K 0.07% 146

Other funds holding CME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Beacon Financial Group's CME Position: Q1 2026 in Review

Beacon Financial Group sold out of CME Group (CME) in Q1 2026, closing a stake of 1,173 shares — an estimated $320K sold.

Beacon Financial Group first reported a position in CME in Q3 2013 and held it in 19 quarters. The position peaked at $460K in Q1 2015. 1,799 funds tracked by Wall St. Rank hold CME as of Q1 2026.

  • Beacon Financial Group reported no remaining CME Group position as of Q1 2026 after selling out during the quarter.
  • Beacon Financial Group sold 1,173 CME Group shares in Q1 2026, an estimated $320K.
  • Beacon Financial Group first reported a position in CME Group in Q3 2013 and held it in 19 quarters.
  • Beacon Financial Group's CME Group position peaked at $460K in Q1 2015.
  • 1,799 funds tracked by Wall St. Rank held CME Group as of Q1 2026.

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