CFA
CME icon

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
2020
Q3 		– Sell
-2,000
Closed -$326K – 113
2020
Q2 		$326K Buy
+2,000
New +$358K 0.04% 61

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.