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Cornerstone Planning Group’s CME Group CME Stock Holding History

Cornerstone Planning Group’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 		$37.6K Sell
151
-55
-27% -$15.2K ﹤0.01% 475
2026
Q1 		$58.9K Buy
206
+31
+18% +$9.21K 0.01% 362
2025
Q4 		$49.9K Buy
175
+6
+4% +$1.63K 0.01% 345
2025
Q3 		$44.5K Buy
169
+63
+59% +$17.1K 0.01% 375
2025
Q2 		$30.2K Buy
106
+6
+6% +$1.63K 0.01% 329
2025
Q1 		$26.1K Buy
100
+55
+122% +$13.6K 0.01% 355
2024
Q4 		$10.7K Buy
45
+2
+5% +$460 ﹤0.01% 420
2024
Q3 		$9.77K Sell
43
-1
-2% -$207 ﹤0.01% 416
2024
Q2 		$8.68K Buy
44
+10
+29% +$2.07K ﹤0.01% 474
2024
Q1 		$7.06K Buy
34
+6
+21% +$1.26K ﹤0.01% 465
2023
Q4 		$5.9K Sell
28
-6
-18% -$1.28K ﹤0.01% 506
2023
Q3 		$6.81K Buy
34
+4
+13% +$795 ﹤0.01% 494
2023
Q2 		$5.56K Buy
+30
New +$5.54K ﹤0.01% 854
2022
Q4 		$10.1K Buy
+58
New +$10.1K ﹤0.01% 635

Other funds holding CME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Cornerstone Planning Group's CME Position: Q2 2026 in Review

Cornerstone Planning Group reduced its CME Group (CME) stake by 27% in Q2 2026, selling an estimated $15.2K and leaving 151 shares worth $37.6K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

Cornerstone Planning Group first reported a position in CME in Q4 2022 and has held it in 14 quarters since. The position peaked at $58.9K in Q1 2026. 967 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • Cornerstone Planning Group held 151 shares of CME Group worth $37.6K as of Q2 2026.
  • Cornerstone Planning Group sold 55 CME Group shares in Q2 2026, an estimated $15.2K.
  • CME Group made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #475 holding.
  • Cornerstone Planning Group first reported a position in CME Group in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's CME Group position peaked at $58.9K in Q1 2026.
  • 967 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.