First Foundation Advisors’s CME Group CME Stock Holding History

First Foundation 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	$7.38M	Sell	24,981 -2,790	-10%	-$829K	0.3%	58
2025 Q4	$7.58M	Sell	27,771 -1,900	-6%	-$516K	0.29%	58
2025 Q3	$8.02M	Sell	29,671 -3,954	-12%	-$1.08M	0.3%	56
2025 Q2	$9.27M	Sell	33,625 -6,592	-16%	-$1.79M	0.34%	52
2025 Q1	$10.7M	Sell	40,217 -19,733	-33%	-$4.87M	0.43%	49
2024 Q4	$13.9M	Sell	59,950 -2,855	-5%	-$657K	0.52%	39
2024 Q3	$13.9M	Buy	62,805 +6,815	+12%	+$1.41M	0.52%	48
2024 Q2	$11M	Sell	55,990 -2,428	-4%	-$502K	0.42%	53
2024 Q1	$12.6M	Sell	58,418 -23,636	-29%	-$4.97M	0.5%	48
2023 Q4	$17.3M	Sell	82,054 -7,146	-8%	-$1.52M	0.79%	33
2023 Q3	$17.9M	Sell	89,200 -7,730	-8%	-$1.54M	0.83%	30
2023 Q2	$18M	Buy	96,930 +15,588	+19%	+$2.88M	0.78%	34
2023 Q1	$15.6M	Buy	81,342 +77,399	+1,963%	+$14M	0.72%	41
2022 Q4	$663K	Buy	3,943 +1,623	+70%	+$282K	0.03%	216
2022 Q3	$411K	Sell	2,320 -810	-26%	-$160K	0.02%	252
2022 Q2	$641K	Buy	3,130 +139	+5%	+$29.5K	0.03%	219
2022 Q1	$711K	Buy	2,991 +339	+13%	+$79.6K	0.03%	220
2021 Q4	$606K	Buy	2,652 +172	+7%	+$37.8K	0.02%	246
2021 Q3	$480K	Buy	2,480 +420	+20%	+$85.1K	0.02%	279
2021 Q2	$438K	Buy	2,060 +286	+16%	+$60.4K	0.02%	304
2021 Q1	$362K	Buy	+1,774	New	+$349K	0.02%	316
2020 Q1	–	Sell	-1,157	Closed	-$232K	–	346
2019 Q4	$232K	Buy	1,157 +1	+0.1%	+$205	0.01%	323
2019 Q3	$244K	Buy	+1,156	New	+$242K	0.01%	317

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

First Foundation Advisors's CME Position: Q1 2026 in Review

First Foundation Advisors reduced its CME Group (CME) stake by 10% in Q1 2026, selling an estimated $829K and leaving 24,981 shares worth $7.38M. The position accounts for 0.3% of the portfolio, ranked #58.

First Foundation Advisors first reported a position in CME in Q3 2019 and has held it in 23 quarters since. The position peaked at $18M in Q2 2023. 1,791 funds tracked by Wall St. Rank hold CME as of Q1 2026.

First Foundation Advisors held 24,981 shares of CME Group worth $7.38M as of Q1 2026.
First Foundation Advisors sold 2,790 CME Group shares in Q1 2026, an estimated $829K.
CME Group made up 0.3% of First Foundation Advisors's portfolio in Q1 2026, its #58 holding.
First Foundation Advisors first reported a position in CME Group in Q3 2019 and has held it in 23 quarters since.
First Foundation Advisors's CME Group position peaked at $18M in Q2 2023.
1,791 funds tracked by Wall St. Rank held CME Group as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.