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Kingswood Wealth Advisors’s CME Group CME Stock Holding History

Kingswood Wealth Advisors’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 		$2.37M Sell
10,735
-210
-2% -$58.1K 0.1% 224
2026
Q1 		$3.23M Sell
10,945
-245
-2% -$72.8K 0.15% 154
2025
Q4 		$3.06M Buy
11,190
+6,529
+140% +$1.77M 0.15% 153
2025
Q3 		$1.26M Buy
4,661
+3,425
+277% +$932K 0.08% 265
2025
Q2 		$341K Hold
1,236
– – 0.03% 531
2025
Q1 		$328K Sell
1,236
-191
-13% -$47.1K 0.03% 511
2024
Q4 		$331K Sell
1,427
-4,460
-76% -$1.03M 0.02% 572
2024
Q3 		$1.3M Buy
+5,887
New +$1.22M 0.09% 243
2024
Q1 		– Sell
-3,318
Closed -$699K – 630
2023
Q4 		$699K Sell
3,318
-2,970
-47% -$634K 0.08% 272
2023
Q3 		$616K Buy
+6,288
New +$1.25M 0.11% 206

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 $3.37T AUM 44.26% 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

Kingswood Wealth Advisors's CME Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its CME Group (CME) stake by 1.9% in Q2 2026, selling an estimated $58.1K and leaving 10,735 shares worth $2.37M. The position accounts for 0.1% of the portfolio, ranked #224.

Kingswood Wealth Advisors first reported a position in CME in Q3 2023 and has held it in 10 quarters since. The position peaked at $3.23M in Q1 2026. 1,698 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • Kingswood Wealth Advisors held 10,735 shares of CME Group worth $2.37M as of Q2 2026.
  • Kingswood Wealth Advisors sold 210 CME Group shares in Q2 2026, an estimated $58.1K.
  • CME Group made up 0.1% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #224 holding.
  • Kingswood Wealth Advisors first reported a position in CME Group in Q3 2023 and has held it in 10 quarters since.
  • Kingswood Wealth Advisors's CME Group position peaked at $3.23M in Q1 2026.
  • 1,698 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.