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Journey Retirement Planning & Investment Management’s CME Group CME Stock Holding History

Journey Retirement Planning & Investment Management’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 		$979K Buy
4,434
+471
+12% +$130K 0.76% 29
2026
Q1 		$1.17M Sell
3,963
-3,173
-44% -$942K 1.03% 19
2025
Q4 		$1.95M Buy
+7,136
New +$1.94M 0.4% 67

Other funds holding CME

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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 22.96% 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
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
MGP
M&G plc London, United Kingdom $20.1B AUM 16.62% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
CFC
Cincinnati Financial Corp Fairfield, Ohio $5.23B AUM 22.72% 1-Year Est. Return

Journey Retirement Planning & Investment Management's CME Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management increased its CME Group (CME) stake by 12% in Q2 2026, buying an estimated $130K and bringing the position to 4,434 shares worth $979K. The position accounts for 0.76% of the portfolio, ranked #29.

Journey Retirement Planning & Investment Management first reported a position in CME in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.95M in Q4 2025. 877 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 4,434 shares of CME Group worth $979K as of Q2 2026.
  • Journey Retirement Planning & Investment Management bought 471 CME Group shares in Q2 2026, an estimated $130K.
  • CME Group made up 0.76% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #29 holding.
  • Journey Retirement Planning & Investment Management first reported a position in CME Group in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's CME Group position peaked at $1.95M in Q4 2025.
  • 877 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.