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Legacy Advisors’s CME Group CME Stock Holding History

Legacy 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 		$229K Sell
1,039
-77
-7% -$21.3K 0.02% 303
2026
Q1 		$330K Buy
1,116
+1
+0.1% +$297 0.04% 198
2025
Q4 		$304K Buy
1,115
+137
+14% +$37.2K 0.03% 220
2025
Q3 		$264K Buy
+978
New +$266K 0.03% 214
2025
Q2 		– Sell
-8,674
Closed -$2.3M – 95
2025
Q1 		$2.3M Buy
8,674
+1,117
+15% +$276K 0.24% 81
2024
Q4 		$1.8M Buy
7,557
+3,341
+79% +$768K 0.17% 93
2024
Q3 		$930K Buy
4,216
+1,320
+46% +$273K 0.1% 160
2024
Q2 		$569K Buy
2,896
+597
+26% +$123K 0.07% 191
2024
Q1 		$495K Buy
2,299
+372
+19% +$78.1K 0.06% 207
2023
Q4 		$406K Sell
1,927
-71
-4% -$15.1K 0.05% 211
2023
Q3 		$400K Buy
1,998
+42
+2% +$8.35K 0.06% 204
2023
Q2 		$362K Buy
+1,956
New +$361K 0.05% 200
2019
Q3 		– Sell
-558
Closed -$108K – 158
2019
Q2 		$108K Hold
558
– – 0.07% 157
2019
Q1 		$92K Buy
+558
New +$98.6K 0.03% 162
2018
Q4 		– Sell
-558
Closed -$95K – 176
2018
Q3 		$95K Hold
558
– – 0.05% 181
2018
Q2 		$91K Hold
558
– – 0.07% 141
2018
Q1 		$91K Buy
+558
New +$88.8K 0.07% 121

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
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 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

Legacy Advisors's CME Position: Q2 2026 in Review

Legacy Advisors reduced its CME Group (CME) stake by 6.9% in Q2 2026, selling an estimated $21.3K and leaving 1,039 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #303.

Legacy Advisors first reported a position in CME in Q1 2018 and has held it in 17 quarters since. The position peaked at $2.3M in Q1 2025. 439 funds tracked by Wall St. Rank hold CME as of Q2 2026.

  • Legacy Advisors held 1,039 shares of CME Group worth $229K as of Q2 2026.
  • Legacy Advisors sold 77 CME Group shares in Q2 2026, an estimated $21.3K.
  • CME Group made up 0.02% of Legacy Advisors's portfolio in Q2 2026, its #303 holding.
  • Legacy Advisors first reported a position in CME Group in Q1 2018 and has held it in 17 quarters since.
  • Legacy Advisors's CME Group position peaked at $2.3M in Q1 2025.
  • 439 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.