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Capstone Financial Advisors’s CME Group CME Stock Holding History

Capstone Financial Advisors’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 		$4M Buy
18,134
+17
+0.1% +$4.7K 0.2% 32
2026
Q1 		$5.35M Buy
18,117
+7
+0% +$2.08K 0.29% 30
2025
Q4 		$4.95M Buy
18,110
+5
+0% +$1.36K 0.26% 31
2025
Q3 		$4.89M Buy
18,105
+5
+0% +$1.36K 0.27% 31
2025
Q2 		$4.99M Sell
18,100
-1,724
-9% -$469K 0.29% 32
2025
Q1 		$5.26M Sell
19,824
-334
-2% -$82.4K 0.33% 29
2024
Q4 		$4.68M Buy
20,158
+2
+0% +$460 0.29% 32
2024
Q3 		$4.45M Buy
20,156
+7
+0% +$1.45K 0.27% 32
2024
Q2 		$3.96M Buy
20,149
+3
+0% +$620 0.26% 31
2024
Q1 		$4.34M Buy
20,146
+15
+0.1% +$3.15K 0.29% 28
2023
Q4 		$4.24M Sell
20,131
-2,265
-10% -$483K 0.3% 27
2023
Q3 		$4.48M Sell
22,396
-47
-0.2% -$9.34K 0.35% 25
2023
Q2 		$4.16M Sell
22,443
-58
-0.3% -$10.7K 0.31% 26
2023
Q1 		$4.31M Sell
22,501
-197
-0.9% -$35.6K 0.34% 23
2022
Q4 		$3.82M Buy
22,698
+831
+4% +$144K 0.32% 25
2022
Q3 		$3.87M Hold
21,867
– – 0.36% 25
2022
Q2 		$4.48M Hold
21,867
– – 0.38% 29
2022
Q1 		$5.2M Sell
21,867
-11
-0.1% -$2.58K 0.38% 29
2021
Q4 		$5M Sell
21,878
-249
-1% -$54.8K 0.36% 26
2021
Q3 		$4.28M Hold
22,127
– – 0.34% 25
2021
Q2 		$4.71M Buy
22,127
+102
+0.5% +$21.5K 0.37% 21
2021
Q1 		$4.5M Buy
22,025
+1,634
+8% +$322K 0.4% 21
2020
Q4 		$3.71M Sell
20,391
-2,097
-9% -$357K 0.35% 23
2020
Q3 		$3.76M Buy
22,488
+152
+0.7% +$25.6K 0.4% 25
2020
Q2 		$3.63M Sell
22,336
-197
-0.9% -$35.3K 0.42% 23
2020
Q1 		$3.9M Sell
22,533
-183
-0.8% -$36.4K 0.51% 20
2019
Q4 		$4.56M Sell
22,716
-19
-0.1% -$3.9K 0.64% 16
2019
Q3 		$4.8M Sell
22,735
-1,922
-8% -$402K 0.73% 16
2019
Q2 		$4.79M Sell
24,657
-2,000
-8% -$369K 0.77% 16
2019
Q1 		$4.39M Buy
26,657
+341
+1% +$60.3K 0.75% 16
2018
Q4 		$4.95M Sell
26,316
-2,414
-8% -$446K 0.99% 19
2018
Q3 		$4.89M Sell
28,730
-54
-0.2% -$9.09K 1.21% 12
2018
Q2 		$4.72M Buy
28,784
+1
+0% +$163 1.42% 13
2018
Q1 		$4.66M Sell
28,783
-302
-1% -$48.1K 1.54% 13
2017
Q4 		$4.25M Sell
29,085
-171
-0.6% -$24.4K 1.59% 12
2017
Q3 		$3.97M Sell
29,256
-106
-0.4% -$13.4K 1.76% 9
2017
Q2 		$3.68M Buy
29,362
+1
+0% +$120 1.78% 9
2017
Q1 		$3.49M Hold
29,361
– – 1.77% 9
2016
Q4 		$3.39M Buy
29,361
+1
+0% +$111 1.55% 11
2016
Q3 		$3.07M Sell
29,360
-177
-0.6% -$18.5K 1.63% 9
2016
Q2 		$2.88M Buy
29,537
+1
+0% +$95 1.55% 9
2016
Q1 		$2.84M Buy
29,536
+393
+1% +$35.8K 1.12% 14
2015
Q4 		$2.64M Hold
29,143
– – 0.94% 16
2015
Q3 		$2.7M Sell
29,143
-5,094
-15% -$484K 1.2% 14
2015
Q2 		$3.19M Buy
34,237
+3,750
+12% +$350K 1.24% 12
2015
Q1 		$2.89M Buy
30,487
+875
+3% +$81.1K 1.11% 13
2014
Q4 		$2.63M Hold
29,612
– – 0.82% 16
2014
Q3 		$2.37M Buy
29,612
+1
+0% +$75 1.44% 8
2014
Q2 		$2.1M Buy
29,611
+76
+0.3% +$5.35K 1.46% 7
2014
Q1 		$2.19M Sell
29,535
-47
-0.2% -$3.54K 1.34% 9
2013
Q4 		$2.32M Buy
+29,582
New +$2.32M 1.5% 8

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Capstone Financial Advisors's CME Position: Q2 2026 in Review

Capstone Financial Advisors increased its CME Group (CME) stake by 0.09% in Q2 2026, buying an estimated $4.7K and bringing the position to 18,134 shares worth $4M. The position accounts for 0.2% of the portfolio, ranked #32.

Capstone Financial Advisors first reported a position in CME in Q4 2013 and has held it in 51 quarters since. The position peaked at $5.35M in Q1 2026. 1,694 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • Capstone Financial Advisors held 18,134 shares of CME Group worth $4M as of Q2 2026.
  • Capstone Financial Advisors bought 17 CME Group shares in Q2 2026, an estimated $4.7K.
  • CME Group made up 0.2% of Capstone Financial Advisors's portfolio in Q2 2026, its #32 holding.
  • Capstone Financial Advisors first reported a position in CME Group in Q4 2013 and has held it in 51 quarters since.
  • Capstone Financial Advisors's CME Group position peaked at $5.35M in Q1 2026.
  • 1,694 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on Capstone Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.