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BSW Wealth Partners’s CME Group CME Stock Holding History

BSW Wealth Partners’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
Q2 		$717K Buy
3,249
+8
+0.2% +$2.21K 0.08% 136
2026
Q1 		$957K Buy
3,241
+324
+11% +$96.2K 0.12% 101
2025
Q4 		$797K Buy
2,917
+285
+11% +$77.4K 0.1% 122
2025
Q3 		$711K Buy
2,632
+211
+9% +$57.4K 0.09% 130
2025
Q2 		$667K Buy
2,421
+88
+4% +$23.9K 0.09% 127
2025
Q1 		$619K Buy
2,333
+107
+5% +$26.4K 0.09% 131
2024
Q4 		$517K Buy
2,226
+314
+16% +$72.2K 0.08% 156
2024
Q3 		$422K Buy
1,912
+348
+22% +$72K 0.06% 183
2024
Q2 		$307K Buy
1,564
+77
+5% +$15.9K 0.05% 205
2024
Q1 		$320K Buy
1,487
+290
+24% +$60.9K 0.05% 210
2023
Q4 		$252K Buy
1,197
+29
+2% +$6.19K 0.05% 226
2023
Q3 		$234K Buy
+1,168
New +$232K 0.05% 211
2022
Q4 		– Sell
-1,257
Closed -$223K – 313
2022
Q3 		$223K Buy
+1,257
New +$248K 0.05% 239

Other funds holding CME

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

BSW Wealth Partners's CME Position: Q2 2026 in Review

BSW Wealth Partners increased its CME Group (CME) stake by 0.25% in Q2 2026, buying an estimated $2.21K and bringing the position to 3,249 shares worth $717K. The position accounts for 0.08% of the portfolio, ranked #136.

BSW Wealth Partners first reported a position in CME in Q3 2022 and has held it in 13 quarters since. The position peaked at $957K in Q1 2026. 222 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • BSW Wealth Partners held 3,249 shares of CME Group worth $717K as of Q2 2026.
  • BSW Wealth Partners bought 8 CME Group shares in Q2 2026, an estimated $2.21K.
  • CME Group made up 0.08% of BSW Wealth Partners's portfolio in Q2 2026, its #136 holding.
  • BSW Wealth Partners first reported a position in CME Group in Q3 2022 and has held it in 13 quarters since.
  • BSW Wealth Partners's CME Group position peaked at $957K in Q1 2026.
  • 222 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.