CFFP
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Center for Financial Planning’s CME Group CME Stock Holding History

Center for Financial Planning’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 		$456K Sell
2,064
-160
-7% -$44.3K 0.04% 115
2026
Q1 		$657K Buy
2,224
+51
+2% +$15.1K 0.07% 90
2025
Q4 		$593K Sell
2,173
-78
-3% -$21.2K 0.06% 97
2025
Q3 		$608K Buy
2,251
+317
+16% +$86.3K 0.07% 90
2025
Q2 		$533K Sell
1,934
-41
-2% -$11.2K 0.06% 100
2025
Q1 		$524K Buy
1,975
+144
+8% +$35.5K 0.07% 95
2024
Q4 		$425K Sell
1,831
-125
-6% -$28.7K 0.06% 99
2024
Q3 		$432K Hold
1,956
– – 0.06% 99
2024
Q2 		$385K Buy
1,956
+80
+4% +$16.5K 0.06% 103
2024
Q1 		$404K Sell
1,876
-7
-0.4% -$1.47K 0.06% 104
2023
Q4 		$397K Buy
1,883
+13
+0.7% +$2.77K 0.07% 97
2023
Q3 		$374K Buy
1,870
+66
+4% +$13.1K 0.08% 93
2023
Q2 		$334K Buy
1,804
+29
+2% +$5.36K 0.07% 100
2023
Q1 		$340K Buy
1,775
+36
+2% +$6.51K 0.08% 100
2022
Q4 		$292K Buy
1,739
+249
+17% +$43.3K 0.07% 105
2022
Q3 		$264K Buy
1,490
+5
+0.3% +$988 0.07% 101
2022
Q2 		$304K Buy
1,485
+85
+6% +$18K 0.08% 102
2022
Q1 		$333K Buy
1,400
+67
+5% +$15.7K 0.07% 103
2021
Q4 		$305K Buy
1,333
+96
+8% +$21.1K 0.06% 109
2021
Q3 		$239K Buy
1,237
+141
+13% +$28.6K 0.06% 114
2021
Q2 		$233K Sell
1,096
-66
-6% -$13.9K 0.06% 117
2021
Q1 		$237K Buy
1,162
+185
+19% +$36.4K 0.06% 112
2020
Q4 		$178K Buy
977
+115
+13% +$19.6K 0.05% 122
2020
Q3 		$144K Sell
862
-5
-0.6% -$842 0.05% 130
2020
Q2 		$141K Buy
867
+8
+0.9% +$1.43K 0.05% 128
2020
Q1 		$149K Buy
859
+121
+16% +$24.1K 0.05% 118
2019
Q4 		$148K Buy
+738
New +$151K 0.04% 115

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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

Center for Financial Planning's CME Position: Q2 2026 in Review

Center for Financial Planning reduced its CME Group (CME) stake by 7.2% in Q2 2026, selling an estimated $44.3K and leaving 2,064 shares worth $456K. The position accounts for 0.04% of the portfolio, ranked #115.

Center for Financial Planning first reported a position in CME in Q4 2019 and has held it in 27 quarters since. The position peaked at $657K in Q1 2026. 432 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • Center for Financial Planning held 2,064 shares of CME Group worth $456K as of Q2 2026.
  • Center for Financial Planning sold 160 CME Group shares in Q2 2026, an estimated $44.3K.
  • CME Group made up 0.04% of Center for Financial Planning's portfolio in Q2 2026, its #115 holding.
  • Center for Financial Planning first reported a position in CME Group in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's CME Group position peaked at $657K in Q1 2026.
  • 432 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.