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Burkett Financial Services’s CME Group CME Stock Holding History

Burkett Financial Services’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
Q3 		$25.4K Buy
+97
New +$25.6K 0.01% 224
2025
Q2 		– Sell
-4
Closed -$1.07K – 227
2025
Q1 		$1.07K Buy
+4
New +$987 ﹤0.01% 234

Other funds holding CME

MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Burkett Financial Services's CME Position: Q3 2026 in Review

Burkett Financial Services opened a new position in CME Group (CME) in Q3 2026: 97 shares worth $25.4K. The stake represents 0.01% of the portfolio and ranks #224 among its holdings. This is a return to the name: Burkett Financial Services previously reported a position in CME as recently as Q1 2025.

Burkett Financial Services first reported a position in CME in Q1 2025 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold CME as of Q3 2026.

  • Burkett Financial Services held 97 shares of CME Group worth $25.4K as of Q3 2026.
  • CME Group was a new Burkett Financial Services position in Q3 2026.
  • CME Group made up 0.01% of Burkett Financial Services's portfolio in Q3 2026, its #224 holding.
  • Burkett Financial Services first reported a position in CME Group in Q1 2025 and has held it in 2 quarters since.
  • 10 funds tracked by Wall St. Rank held CME Group as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.