MBL Wealth’s CME Group CME Stock Holding History

MBL Wealth’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	–	Sell	-779	Closed	-$230K	–	391
2026 Q1	$230K	Sell	779 -223	-22%	-$66.2K	0.02%	300
2025 Q4	$274K	Buy	1,002 +24	+2%	+$6.52K	0.02%	247
2025 Q3	$264K	Sell	978 -33	-3%	-$8.98K	0.02%	219
2025 Q2	$279K	Sell	1,011 -57	-5%	-$15.5K	0.03%	199
2025 Q1	$283K	Sell	1,068 -245	-19%	-$60.4K	0.03%	182
2024 Q4	$305K	Buy	1,313 +309	+31%	+$71.1K	0.03%	173
2024 Q3	$222K	Buy	+1,004	New	+$208K	0.02%	192
2024 Q2	–	Sell	-1,300	Closed	-$280K	–	211
2024 Q1	$280K	Sell	1,300 -38	-3%	-$7.98K	0.03%	159
2023 Q4	$282K	Buy	+1,338	New	+$285K	0.04%	143

Other funds holding CME

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

MBL Wealth's CME Position: Q2 2026 in Review

MBL Wealth sold out of CME Group (CME) in Q2 2026, closing a stake of 779 shares — an estimated $230K sold.

MBL Wealth first reported a position in CME in Q4 2023 and held it in 9 quarters. The position peaked at $305K in Q4 2024. 1,701 funds tracked by Wall St. Rank hold CME as of Q2 2026.

MBL Wealth reported no remaining CME Group position as of Q2 2026 after selling out during the quarter.
MBL Wealth sold 779 CME Group shares in Q2 2026, an estimated $230K.
MBL Wealth first reported a position in CME Group in Q4 2023 and held it in 9 quarters.
MBL Wealth's CME Group position peaked at $305K in Q4 2024.
1,701 funds tracked by Wall St. Rank held CME Group as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.