Concurrent Investment Advisors’s CME Group CME Stock Holding History

Concurrent Investment 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 Q1	$21.3M	Buy	71,999 +3,536	+5%	+$1.05M	0.23%	92
2025 Q4	$18.7M	Buy	68,463 +56,256	+461%	+$15.3M	0.21%	101
2025 Q3	$3.3M	Sell	12,207 -419	-3%	-$114K	0.06%	331
2025 Q2	$3.48M	Buy	12,626 +7,198	+133%	+$1.96M	0.07%	292
2025 Q1	$1.44M	Sell	5,428 -1,997	-27%	-$493K	0.03%	444
2024 Q4	$1.72M	Sell	7,425 -15	-0.2%	-$3.45K	0.05%	359
2024 Q3	$1.64M	Buy	7,440 +1,902	+34%	+$394K	0.05%	360
2024 Q2	$1.09M	Buy	5,538 +3,171	+134%	+$655K	0.04%	407
2024 Q1	$510K	Sell	2,367 -824	-26%	-$173K	0.02%	543
2023 Q4	$672K	Buy	+3,191	New	+$681K	0.03%	418

Other funds holding CME

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Concurrent Investment Advisors's CME Position: Q1 2026 in Review

Concurrent Investment Advisors increased its CME Group (CME) stake by 5.2% in Q1 2026, buying an estimated $1.05M and bringing the position to 71,999 shares worth $21.3M. The position accounts for 0.23% of the portfolio, ranked #92.

Concurrent Investment Advisors first reported a position in CME in Q4 2023 and has held it in 10 quarters since. 1,790 funds tracked by Wall St. Rank hold CME as of Q1 2026.

Concurrent Investment Advisors held 71,999 shares of CME Group worth $21.3M as of Q1 2026.
Concurrent Investment Advisors bought 3,536 CME Group shares in Q1 2026, an estimated $1.05M.
CME Group made up 0.23% of Concurrent Investment Advisors's portfolio in Q1 2026, its #92 holding.
Concurrent Investment Advisors first reported a position in CME Group in Q4 2023 and has held it in 10 quarters since.
1,790 funds tracked by Wall St. Rank held CME Group as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.