Keystone Financial Planning
CME icon

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
Q3 		$11.3M Buy
43,310
+45
+0.1% +$11.9K 2.81% 6
2026
Q2 		$9.6M 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 -$9.6M – 46
2025
Q1 		$9.6M 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

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Montrusco Bolton Investments
Montrusco Bolton Investments Montreal, Quebec, Canada $5.77B AUM 24.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Keystone Financial Planning's CME Position: Q3 2026 in Review

Keystone Financial Planning increased its CME Group (CME) stake by 0.1% in Q3 2026, buying an estimated $11.9K and bringing the position to 43,310 shares worth $11.3M. The position accounts for 2.81% of the portfolio, ranked #6.

Keystone Financial Planning first reported a position in CME in Q2 2024 and has held it in 8 quarters since. 424 funds tracked by Wall St. Rank hold CME as of Q3 2026.

  • Keystone Financial Planning held 43,310 shares of CME Group worth $11.3M as of Q3 2026.
  • Keystone Financial Planning bought 45 CME Group shares in Q3 2026, an estimated $11.9K.
  • CME Group made up 2.81% of Keystone Financial Planning's portfolio in Q3 2026, its #6 holding.
  • Keystone Financial Planning first reported a position in CME Group in Q2 2024 and has held it in 8 quarters since.
  • 424 funds tracked by Wall St. Rank held CME Group as of Q3 2026.

Based on Keystone Financial Planning's 13F filing for Q3 2026, filed 8 Oct 2026.