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Kestra Private Wealth Services’s CME Group CME Stock Holding History

Kestra Private Wealth 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
Q2 		$1.18M Sell
5,351
-4,115
-43% -$1.14M 0.01% 812
2026
Q1 		$2.8M Buy
9,466
+4,169
+79% +$1.24M 0.03% 459
2025
Q4 		$1.45M Sell
5,297
-1,954
-27% -$531K 0.02% 657
2025
Q3 		$1.96M Sell
7,251
-340
-4% -$92.5K 0.03% 529
2025
Q2 		$2.09M Buy
7,591
+2,503
+49% +$681K 0.03% 483
2025
Q1 		$1.35M Buy
5,088
+350
+7% +$86.3K 0.02% 572
2024
Q4 		$1.1M Buy
4,738
+1,201
+34% +$276K 0.02% 615
2024
Q3 		$780K Sell
3,537
-1,535
-30% -$318K 0.01% 692
2024
Q2 		$997K Sell
5,072
-1,855
-27% -$383K 0.02% 574
2024
Q1 		$1.49M Buy
6,927
+1,633
+31% +$343K 0.03% 452
2023
Q4 		$1.11M Buy
5,294
+2,837
+115% +$605K 0.03% 493
2023
Q3 		$492K Buy
2,457
+567
+30% +$113K 0.02% 668
2023
Q2 		$350K Buy
1,890
+88
+5% +$16.3K 0.01% 762
2023
Q1 		$345K Buy
1,802
+69
+4% +$12.5K 0.01% 732
2022
Q4 		$291K Sell
1,733
-53
-3% -$9.21K 0.01% 679
2022
Q3 		$316K Sell
1,786
-233
-12% -$46K 0.02% 636
2022
Q2 		$413K Buy
2,019
+233
+13% +$49.4K 0.02% 560
2022
Q1 		$425K Sell
1,786
-87
-5% -$20.4K 0.02% 629
2021
Q4 		$428K Buy
1,873
+53
+3% +$11.7K 0.02% 641
2021
Q3 		$352K Buy
1,820
+179
+11% +$36.3K 0.02% 646
2021
Q2 		$349K Buy
1,641
+17
+1% +$3.59K 0.02% 619
2021
Q1 		$332K Sell
1,624
-1,538
-49% -$303K 0.02% 574
2020
Q4 		$563K Sell
3,162
-3,461
-52% -$589K 0.04% 415
2020
Q3 		$1.11M Buy
+6,623
New +$1.12M 0.1% 217

Other funds holding CME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Kestra Private Wealth Services's CME Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its CME Group (CME) stake by 43% in Q2 2026, selling an estimated $1.14M and leaving 5,351 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #812.

Kestra Private Wealth Services first reported a position in CME in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.8M in Q1 2026. 1,710 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • Kestra Private Wealth Services held 5,351 shares of CME Group worth $1.18M as of Q2 2026.
  • Kestra Private Wealth Services sold 4,115 CME Group shares in Q2 2026, an estimated $1.14M.
  • CME Group made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #812 holding.
  • Kestra Private Wealth Services first reported a position in CME Group in Q3 2020 and has held it in 24 quarters since.
  • Kestra Private Wealth Services's CME Group position peaked at $2.8M in Q1 2026.
  • 1,710 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.