EFS
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Essex Financial Services’s CME Group CME Stock Holding History

Essex Financial Services’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 		$1.35M Sell
4,562
-25
-0.5% -$7.43K 0.08% 222
2025
Q4 		$1.25M Sell
4,587
-21
-0.5% -$5.71K 0.07% 231
2025
Q3 		$1.24M Buy
4,608
+64
+1% +$17.4K 0.07% 225
2025
Q2 		$1.25M Buy
4,544
+330
+8% +$89.7K 0.08% 214
2025
Q1 		$1.12M Buy
4,214
+252
+6% +$62.2K 0.08% 211
2024
Q4 		$920K Buy
3,962
+32
+0.8% +$7.36K 0.07% 249
2024
Q3 		$889K Sell
3,930
-641
-14% -$133K 0.06% 267
2024
Q2 		$938K Buy
4,571
+1,246
+37% +$257K 0.07% 248
2024
Q1 		$716K Buy
3,325
+45
+1% +$9.45K 0.07% 258
2023
Q4 		$691K Buy
3,280
+69
+2% +$14.7K 0.07% 247
2023
Q3 		$643K Buy
3,211
+112
+4% +$22.3K 0.07% 239
2023
Q2 		$574K Sell
3,099
-738
-19% -$136K 0.07% 256
2023
Q1 		$735K Buy
3,837
+377
+11% +$68.2K 0.08% 233
2022
Q4 		$581K Sell
3,460
-230
-6% -$40K 0.06% 250
2022
Q3 		$654K Sell
3,690
-1,239
-25% -$245K 0.08% 222
2022
Q2 		$1.01M Sell
4,929
-1,655
-25% -$351K 0.11% 177
2022
Q1 		$1.57M Sell
6,584
-507
-7% -$119K 0.15% 140
2021
Q4 		$1.62M Buy
7,091
+2,899
+69% +$638K 0.16% 138
2021
Q3 		$811K Buy
4,192
+1,868
+80% +$378K 0.09% 210
2021
Q2 		$475K Hold
2,324
– – 0.07% 241
2021
Q1 		$475K Buy
2,324
+1,222
+111% +$241K 0.09% 199
2020
Q4 		$201K Buy
+1,102
New +$187K 0.04% 306
2019
Q1 		– Sell
-2,153
Closed -$405K – 240
2018
Q4 		$405K Sell
2,153
-1,360
-39% -$251K 0.12% 150
2018
Q3 		$598K Hold
3,513
– – 0.13% 142
2018
Q2 		$576K Buy
3,513
+650
+23% +$106K 0.14% 141
2018
Q1 		$463K Buy
2,863
+500
+21% +$79.6K 0.09% 212
2017
Q4 		$345K Buy
+2,363
New +$337K 0.08% 194

Other funds holding CME

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Essex Financial Services's CME Position: Q1 2026 in Review

Essex Financial Services reduced its CME Group (CME) stake by 0.55% in Q1 2026, selling an estimated $7.43K and leaving 4,562 shares worth $1.35M. The position accounts for 0.08% of the portfolio, ranked #222.

Essex Financial Services first reported a position in CME in Q4 2017 and has held it in 27 quarters since. The position peaked at $1.62M in Q4 2021. 1,790 funds tracked by Wall St. Rank hold CME as of Q1 2026.

  • Essex Financial Services held 4,562 shares of CME Group worth $1.35M as of Q1 2026.
  • Essex Financial Services sold 25 CME Group shares in Q1 2026, an estimated $7.43K.
  • CME Group made up 0.08% of Essex Financial Services's portfolio in Q1 2026, its #222 holding.
  • Essex Financial Services first reported a position in CME Group in Q4 2017 and has held it in 27 quarters since.
  • Essex Financial Services's CME Group position peaked at $1.62M in Q4 2021.
  • 1,790 funds tracked by Wall St. Rank held CME Group as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.