Centerpoint Advisors’s CME Group CME Stock Holding History

Centerpoint 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
2025 Q4	–	Sell	-3	Closed	-$1K	–	413
2025 Q3	$1K	Hold	3	–	–	﹤0.01%	419
2025 Q2	$1K	Buy	+3	New	+$816	﹤0.01%	361
2023 Q4	–	Sell	-32	Closed	-$6K	–	456
2023 Q3	$6K	Hold	32	–	–	﹤0.01%	371
2023 Q2	$6K	Sell	32 -87	-73%	-$16.1K	﹤0.01%	378
2023 Q1	$23K	Buy	+119	New	+$21.5K	0.01%	237

Other funds holding CME

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Centerpoint Advisors's CME Position: Q4 2025 in Review

Centerpoint Advisors sold out of CME Group (CME) in Q4 2025, closing a stake of 3 shares — an estimated $1K sold.

Centerpoint Advisors first reported a position in CME in Q1 2023 and held it in 5 quarters. The position peaked at $23K in Q1 2023. 1,736 funds tracked by Wall St. Rank hold CME as of Q4 2025.

Centerpoint Advisors reported no remaining CME Group position as of Q4 2025 after selling out during the quarter.
Centerpoint Advisors sold 3 CME Group shares in Q4 2025, an estimated $1K.
Centerpoint Advisors first reported a position in CME Group in Q1 2023 and held it in 5 quarters.
Centerpoint Advisors's CME Group position peaked at $23K in Q1 2023.
1,736 funds tracked by Wall St. Rank held CME Group as of Q4 2025.

Based on Centerpoint Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.