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Greystone Financial Group’s CME Group CME Stock Holding History

Greystone Financial 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 		$212K Sell
962
-151
-14% -$41.8K 0.06% 73
2026
Q1 		$329K Sell
1,113
-3,265
-75% -$970K 0.09% 67
2025
Q4 		$1.2M Buy
4,378
+73
+2% +$19.8K 0.19% 59
2025
Q3 		$1.16M Buy
4,305
+328
+8% +$89.2K 0.18% 62
2025
Q2 		$1.1M Sell
3,977
-126
-3% -$34.3K 0.18% 59
2025
Q1 		$1.09M Sell
4,103
-674
-14% -$166K 0.2% 65
2024
Q4 		$1.11M Buy
4,777
+93
+2% +$21.4K 0.19% 63
2024
Q3 		$1.03M Sell
4,684
-385
-8% -$79.7K 0.18% 63
2024
Q2 		$997K Buy
5,069
+1,174
+30% +$243K 0.19% 61
2024
Q1 		$839K Buy
3,895
+613
+19% +$129K 0.17% 66
2023
Q4 		$691K Buy
3,282
+52
+2% +$11.1K 0.16% 72
2023
Q3 		$647K Sell
3,230
-197
-6% -$39.2K 0.16% 71
2023
Q2 		$635K Sell
3,427
-670
-16% -$124K 0.15% 74
2023
Q1 		$785K Buy
+4,097
New +$741K 0.2% 58

Other funds holding CME

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 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 22.94% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Greystone Financial Group's CME Position: Q2 2026 in Review

Greystone Financial Group reduced its CME Group (CME) stake by 14% in Q2 2026, selling an estimated $41.8K and leaving 962 shares worth $212K. The position accounts for 0.06% of the portfolio, ranked #73.

Greystone Financial Group first reported a position in CME in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.2M in Q4 2025. 694 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • Greystone Financial Group held 962 shares of CME Group worth $212K as of Q2 2026.
  • Greystone Financial Group sold 151 CME Group shares in Q2 2026, an estimated $41.8K.
  • CME Group made up 0.06% of Greystone Financial Group's portfolio in Q2 2026, its #73 holding.
  • Greystone Financial Group first reported a position in CME Group in Q1 2023 and has held it in 14 quarters since.
  • Greystone Financial Group's CME Group position peaked at $1.2M in Q4 2025.
  • 694 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on Greystone Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.