CAPTRUST Financial Advisors’s CME Group CME Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$158M Sell
535,366
-23,366
-4% -$6.94M 0.28% 69
2025
Q4
$153M Buy
558,732
+5,803
+1% +$1.58M 0.29% 68
2025
Q3
$149M Buy
552,929
+30,983
+6% +$8.43M 0.3% 62
2025
Q2
$144M Buy
521,946
+90,309
+21% +$24.6M 0.32% 60
2025
Q1
$115M Buy
431,637
+414,984
+2,492% +$102M 0.29% 71
2024
Q4
$3.87M Buy
16,653
+4,377
+36% +$1.01M 0.01% 607
2024
Q3
$2.71M Buy
12,276
+2,370
+24% +$490K 0.01% 738
2024
Q2
$1.95M Sell
9,906
-349
-3% -$72.1K 0.01% 832
2024
Q1
$2.21M Sell
10,255
-10,208
-50% -$2.14M 0.01% 764
2023
Q4
$4.31M Buy
20,463
+3,183
+18% +$679K 0.01% 605
2023
Q3
$3.46M Buy
17,280
+939
+6% +$187K 0.01% 651
2023
Q2
$3.03M Buy
16,341
+1,112
+7% +$206K 0.01% 683
2023
Q1
$2.92M Buy
15,229
+1,855
+14% +$335K 0.01% 621
2022
Q4
$2.25M Buy
13,374
+1,001
+8% +$174K 0.01% 677
2022
Q3
$2.19M Buy
12,373
+2,177
+21% +$430K 0.01% 635
2022
Q2
$2.09M Buy
10,196
+1,121
+12% +$238K 0.01% 589
2022
Q1
$2.16M Buy
9,075
+1,497
+20% +$352K 0.01% 578
2021
Q4
$1.76M Buy
7,578
+251
+3% +$55.2K 0.01% 597
2021
Q3
$1.42M Buy
7,327
+107
+1% +$21.7K 0.01% 622
2021
Q2
$1.53M Buy
7,220
+932
+15% +$197K 0.01% 577
2021
Q1
$1.28M Buy
6,288
+2,984
+90% +$588K 0.01% 599
2020
Q4
$610K Buy
3,304
+243
+8% +$41.3K 0.01% 764
2020
Q3
$521K Sell
3,061
-730
-19% -$123K 0.01% 698
2020
Q2
$640K Buy
3,791
+133
+4% +$23.8K 0.01% 630
2020
Q1
$608K Sell
3,658
-297
-8% -$59.1K 0.01% 537
2019
Q4
$808K Buy
3,955
+2,186
+124% +$448K 0.01% 556
2019
Q3
$374K Sell
1,769
-571
-24% -$119K 0.01% 457
2019
Q2
$454K Sell
2,340
-1,301
-36% -$240K 0.02% 405
2019
Q1
$599K Sell
3,641
-1,078
-23% -$191K 0.02% 335
2018
Q4
$896K Sell
4,719
-59
-1% -$10.9K 0.05% 237
2018
Q3
$813K Sell
4,778
-95
-2% -$16K 0.04% 252
2018
Q2
$799K Buy
4,873
+3,570
+274% +$583K 0.04% 199
2018
Q1
$205K Buy
1,303
+57
+5% +$9.07K 0.01% 315
2017
Q4
$186K Buy
+1,246
New +$177K 0.01% 326

Other funds holding CME

CAPTRUST Financial Advisors's CME Position: Q1 2026 in Review

CAPTRUST Financial Advisors reduced its CME Group (CME) stake by 4.2% in Q1 2026, selling an estimated $6.94M and leaving 535,366 shares worth $158M. The position accounts for 0.28% of the portfolio, ranked #69.

CAPTRUST Financial Advisors first reported a position in CME in Q4 2017 and has held it in 34 quarters since. 1,790 funds tracked by Wall St. Rank hold CME as of Q1 2026.

  • CAPTRUST Financial Advisors held 535,366 shares of CME Group worth $158M as of Q1 2026.
  • CAPTRUST Financial Advisors sold 23,366 CME Group shares in Q1 2026, an estimated $6.94M.
  • CME Group made up 0.28% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #69 holding.
  • CAPTRUST Financial Advisors first reported a position in CME Group in Q4 2017 and has held it in 34 quarters since.
  • 1,790 funds tracked by Wall St. Rank held CME Group as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.