Key Financial Inc’s CME Group CME Stock Holding History

Key Financial Inc’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	$16.5K	Sell	56 -4	-7%	-$1.19K	﹤0.01%	771
2025 Q4	$16.4K	Sell	60 -69	-53%	-$18.8K	﹤0.01%	759
2025 Q3	$34.3K	Buy	129 +2	+2%	+$544	0.01%	592
2025 Q2	$35K	Hold	127	–	–	0.01%	570
2025 Q1	$33.7K	Buy	127 +69	+119%	+$17K	0.01%	547
2024 Q4	$13.5K	Hold	58	–	–	﹤0.01%	752
2024 Q3	$12.8K	Buy	58 +2	+4%	+$414	﹤0.01%	739
2024 Q2	$11K	Hold	56	–	–	﹤0.01%	748
2024 Q1	$12.1K	Hold	56	–	–	﹤0.01%	705
2023 Q4	$11.8K	Hold	56	–	–	﹤0.01%	698
2023 Q3	$11.2K	Hold	56	–	–	﹤0.01%	685
2023 Q2	$10.4K	Buy	56 +51	+1,020%	+$9.43K	﹤0.01%	711
2023 Q1	$958	Hold	5	–	–	﹤0.01%	1039
2022 Q4	$886	Hold	5	–	–	﹤0.01%	1046
2022 Q3	$1K	Hold	5	–	–	﹤0.01%	1010
2022 Q2	$1K	Hold	5	–	–	﹤0.01%	995
2022 Q1	$1K	Hold	5	–	–	﹤0.01%	987
2021 Q4	$1K	Hold	5	–	–	﹤0.01%	873
2021 Q3	$1K	Buy	+5	New	+$1.01K	﹤0.01%	851

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

Key Financial Inc's CME Position: Q1 2026 in Review

Key Financial Inc reduced its CME Group (CME) stake by 6.7% in Q1 2026, selling an estimated $1.19K and leaving 56 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #771.

Key Financial Inc first reported a position in CME in Q3 2021 and has held it in 19 quarters since. The position peaked at $35K in Q2 2025. 1,790 funds tracked by Wall St. Rank hold CME as of Q1 2026.

Key Financial Inc held 56 shares of CME Group worth $16.5K as of Q1 2026.
Key Financial Inc sold 4 CME Group shares in Q1 2026, an estimated $1.19K.
CME Group made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #771 holding.
Key Financial Inc first reported a position in CME Group in Q3 2021 and has held it in 19 quarters since.
Key Financial Inc's CME Group position peaked at $35K in Q2 2025.
1,790 funds tracked by Wall St. Rank held CME Group as of Q1 2026.

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