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Keystone Financial Planning’s CME Group CME Stock Holding History

Keystone Financial Planning’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 		$9.55M Buy
43,265
+11,228
+35% +$3.11M 2.46% 11
2026
Q1 		$9.46M Sell
32,037
-4
-0% -$1.19K 2.53% 8
2025
Q4 		$8.75M Buy
+32,041
New +$8.71M 2.54% 9
2025
Q2 		– Sell
-36,055
Closed -$9.57M – 46
2025
Q1 		$9.57M Buy
36,055
+43
+0.1% +$10.6K 2.85% 6
2024
Q4 		$8.36M Buy
36,012
+777
+2% +$179K 2.59% 7
2024
Q3 		$7.77M Buy
35,235
+559
+2% +$116K 2.35% 7
2024
Q2 		$6.82M Buy
+34,676
New +$7.16M 2.26% 9

Other funds holding CME

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

Keystone Financial Planning's CME Position: Q2 2026 in Review

Keystone Financial Planning increased its CME Group (CME) stake by 35% in Q2 2026, buying an estimated $3.11M and bringing the position to 43,265 shares worth $9.55M. The position accounts for 2.46% of the portfolio, ranked #11.

Keystone Financial Planning first reported a position in CME in Q2 2024 and has held it in 7 quarters since. The position peaked at $9.57M in Q1 2025. 222 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • Keystone Financial Planning held 43,265 shares of CME Group worth $9.55M as of Q2 2026.
  • Keystone Financial Planning bought 11,228 CME Group shares in Q2 2026, an estimated $3.11M.
  • CME Group made up 2.46% of Keystone Financial Planning's portfolio in Q2 2026, its #11 holding.
  • Keystone Financial Planning first reported a position in CME Group in Q2 2024 and has held it in 7 quarters since.
  • Keystone Financial Planning's CME Group position peaked at $9.57M in Q1 2025.
  • 222 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on Keystone Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.